Relationships/Family, Trauma, Compulsive spending, Anxiety, Depression, LGBTQ2, Cross social class marriages/relationships, Wealth inequality within the family system, Stress, Family conflict, Self-made individuals, newly high net worth individuals
Occupational specialties
Business Owners, Doctors/Dentists, Therapists, Entertainment, Pre Marriage
About
I am a clinical social worker by profession and have been practicing since 2007 (The Stone Age). Whereas I am qualified to diagnose and treat mental health conditions of all kinds, I find that my best work is done in Financial Therapy. I work with healthy people who are ready to make changes in their life. I work with adults from all kinds of backgrounds, but the majority of my clients are self-made individuals: high achievers, HNWI’s, and entrepreneurs. Our work together will include gaining an understanding of how our upbringing as well as Generational Trauma (and everyone has it!) shapes our views of money as well as how we measure our own success. Many new HNWI’s vary between being miserly and overspending. We will examine your values and satisfaction in several areas of your life. We will use coaching strategies to assess your decision-making process and form realistic short and long-term goals.
Professional Specialty Areas
Issues and needs
Relationships/Family, Trauma, Compulsive spending, Anxiety, Depression, LGBTQ2, Cross social class marriages/relationships, Wealth inequality within the family system, Stress, Family conflict, Self-made individuals, newly high net worth individuals
Occupational specialties
Business Owners, Doctors/Dentists, Therapists, Entertainment, Pre Marriage
First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander
Relationships/Family, Addictions, Compulsive spending, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Family conflict, Financial secrets
Business Owners, Doctors/Dentists, Digital nomads, Tech, Engineers and Architects, Clergy, Family Businesses/Family Enterprises, Pre Marriage