Financial Wellness & Coaching Sessions
Financial wellness sessions helps you understand the emotions and money stories shaping your decisions. By addressing these challenges, we create a financial plan that aligns with your values and goals.
Why Financial Wellness?
Life transitions often involve a series of big decisions that can quickly lead to burnout, especially when managing financial choices like retirement planning, inheritances, or adjusting to new circumstances. Money is deeply connected to our emotions, security, and everyday decisions, making it easy to feel mentally and emotionally drained.
Financial wellness sessions help clear the clutter, simplify decisions, and offer support, enabling you to make choices that align with your values and goals. These sessions can also help you understand how emotions like fear or stress influence financial decisions, providing practical tools to move forward with clarity and confidence.
How it works
When clients come in for financial wellness sessions, we don’t start with numbers. We start with what’s real: the stress, the fog, the resistance to change.
Because if we skip that part, even the best financial plan can end up sitting on a shelf.
Once we work through the emotional side, we create a plan that feels clear and doable. And if support is needed along the way, we’re here for that too.
- blends emotional support with practical financial strategies
- improves your money management skills, relationship with money, and overall mental wellness
- clears emotional fog before creating a solid financial plan
Pricing per 60-minute session
Recommended Minimum: 5-6 sessions
Low-Income Clients
Eligibility: For individuals with low income, students, or those facing financial hardship
$165/session
Average-Income Clients
Eligibility: For those with moderate financial means, including middle-class clients
$200/session
Standard Fee
Eligibility: For clients who can pay the full rate
$250/session
Please note: Financial therapy (financial wellness coaching sessions) is specialized training, not clinical counselling, and is not covered by insurance benefits.
Special Offer: 20% Discount on Financial Planning Packages
Complete at least 4 financial wellness sessions and receive a 20% discount on any of our financial planning packages.
This offer is designed to help you take the next step in your financial journey, combining the insights from therapy with a personalized financial plan.
