Ashley Agnew
Ashley Agnew
Ashley Agnew
Centerpoint Advisors
Ashley Agnew

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175 Highland Avenue, Needham MA 02494

Issues and needs

Compulsive spending, Children and Adolescents, Cross social class marriages/relationships, Wealth inequality within the family system, Financial secrets

Occupational specialties

Business Owners, Doctors/Dentists, Attorneys, Military and First Responders, Family Businesses/Family Enterprises, Pre Marriage

About

Ashley is a CFT-I (r) candidate and uses processes informed by both therapeutic and financial competencies that help people think, feel, and behave comfortably around money to improve overall wellbeing.

Ashley helps Centerpoint clients have a better relationship with their wealth and assists with inter-generational wealth transfers. She works directly with client families facilitating many financial coaching programs providing both emotional and educational preparation for clients across all ages. These include financial coaching, therapy and literacy, college and retirement savings strategies, family round-table facilitation and moderation, and pre-marital financial counseling. Ashley is a Board Member of XPX Greater Boston where she serves as the Chair of the Marketing Committee and Recent Summit Chair, and is active member of the Financial Therapy Association where she is on the marketing committee and will be presenting at the 2021 annual conference.

Professional Specialty Areas

Issues and needs

Compulsive spending, Children and Adolescents, Cross social class marriages/relationships, Wealth inequality within the family system, Financial secrets

Occupational specialties

Business Owners, Doctors/Dentists, Attorneys, Military and First Responders, Family Businesses/Family Enterprises, Pre Marriage

Languages

English

Religious/Spiritual

Disability/Ability

Sexuality

Racial Identities

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual, In person

Country

USA

Service Area

Type of Service

Coaching, Therapy, Financial Planning, Investment Management

Practitioner Gender

Female

Fee Structure

Hourly - Do not accept insurance, Assets under management

Practitioner Designations and Qualifications

Financial Therapy Designations

Mental Health Designations

Financial Designations

Education

Masters in Financial Planning, Graduate Certificate in Financial Therapy

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