Financial Psychology
Who I Work With:
I work with people who want to better understand the emotional and psychological side of money, especially during periods of transition, increased responsibility, or identity change.
Many of my clients are thoughtful, high-functioning, and financially capable, yet still find themselves feeling anxious, conflicted, avoidant, or stuck when it comes to money. Some are the first in their families to build or manage significant wealth. Others are navigating family expectations, cultural pressure, inheritance, or the complicated emotions that can come with financial success.
I often work with:
First-generation wealth creators
People who have built more financial security than previous generations and are noticing that old fears, family messages, or survival-based patterns may still shape how they spend, save, give, or make decisions.Founders and entrepreneurs
People navigating the psychological impact of building, selling, or stepping away from a business, especially when work has become closely connected to identity, security, or purpose.Globally mobile professionals
People balancing money, family, culture, and responsibility across countries or generations, often while navigating different expectations about success, obligation, and what it means to have enough.Next-generation inheritors and family leaders
People trying to develop their own values, identity, and sense of purpose while navigating inherited wealth, family expectations, or an existing legacy.People whose financial circumstances have changed
People adjusting to an inheritance, increased income, financial independence, career transition, or other shift that has changed what is possible externally without necessarily changing how secure or settled they feel internally.
Why Financial Psychology?
You can be thoughtful, capable, and financially successful and still feel anxious, avoidant, guilty, or uncertain when it comes to money.
That does not necessarily mean you lack financial knowledge. Often, money has become connected to something deeper, such as safety, identity, family loyalty, responsibility, belonging, or self-worth.
This may show up as:
Scarcity and difficulty feeling secure
A persistent sense that there may not be enough, even when your financial circumstances have changed.Avoidance, overthinking, or paralysis
Delaying decisions, repeatedly second-guessing yourself, or feeling overwhelmed when financial choices carry emotional weight.Guilt, obligation, and family responsibility
Feeling responsible for supporting others, carrying cultural or family expectations, or struggling to separate your own values from the messages you inherited.Achievement and identity
Feeling unsure of who you are outside of work, productivity, income, status, or the role you have learned to play within your family.Difficulty adjusting to financial change
Finding that an increase in income, inheritance, financial independence, or other major transition has changed your circumstances without necessarily changing how safe, settled, or deserving you feel.
Financial psychology creates space to understand what money represents to you and how those meanings may be influencing your choices, relationships, and sense of self.
How We Do It :
This work goes beyond understanding your patterns intellectually. The goal is to help you respond differently when those patterns actually show up in everyday life.
Together, we look at the experiences, beliefs, and emotional patterns that may be shaping your relationship with money, including early family messages, cultural expectations, past financial stress, and the roles you learned to take on around responsibility or security.
From there, we work toward:
Understanding the pattern
Naming what is happening beneath the surface, what may have shaped it, and how it continues to influence your choices today.Building more self-trust
Developing greater confidence in your own judgment and moving away from avoidance, overfunctioning, guilt, or fear-based decision-making.Creating sustainable change
Making choices around money, family, responsibility, and legacy that feel more grounded, intentional, and aligned with your values and current life.
Professional Scope:
As a board-certified clinical psychologist and Certified Financial Therapist™, I bring a clinical lens to concerns that can easily be reduced to mindset, productivity, or financial behavior.
I do not provide investment, tax, or legal advice. My focus is on the emotional, relational, and cultural dimensions of money, including how experiences of scarcity, responsibility, family expectations, identity, and success may shape the way someone thinks, feels, and makes decisions.
When appropriate and with your permission, I can also collaborate with wealth managers, CPAs, attorneys, or other professionals so that the psychological and relational aspects of a financial decision are considered alongside the technical ones.
My role is to help you better understand what may be influencing your choices so you can approach money, responsibility, and major transitions with greater clarity, self-trust, and intention
