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Financial Therapy in Alamo, CA

psychology of money, financial wellness, sudden wealth syndrome, investment anxiety, inheritance conflicts, spending habits

Financial wellness therapy looks closely below the surface to help discover the thoughts, emotions, and reactions that have led to financial struggles or challenges. Developing financial wellness involves thinking and feeling differently about money to overcome patterns, negative beliefs, and assumptions. This often occurs by referrals from, or in collaboration with, finance professionals like tax experts and investment advisors.

Some of the areas addressed include problems with: managing debt; risk aversion; chronic under-earning or overspending; making impulsive or irrational financial choices; guilt or anxiety about inherited money or financial loss; aggressive or passive boundaries; mistrust or paranoia about money; dissatisfaction in career choices; and allowing money to become a source of conflict in relationships. 


Financial therapy helps to reduce anxiety and increase confidence by:


  • examining fears and regrets about choices, decisions, and lifestyle

  • resolving emotional baggage that impedes financial decision making​

  • preventing common pitfalls of sudden wealth, inheritance issues, or investment anxiety

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