Inheritance Coach, Wealth Mindset Coach
Meet Jennifer Calder
Helping people navigate the psychological dynamics of inheritance and wealth
Areas of Expertise
I am a clincial social worker who is certified in Financial Psychology and Behavioral Finance. I specialize in the psychology of money and wealth, inheritance and family dynamics, managing family expectations around wealth, interpersonal communication challenges, creating intentional family cultures absed on values, wealth mindset, wealth transition and adjustment for individuals, parenting in financial abundance.
About Me
I am clinical social worker with 25 years of experience in private practice. I am certified in Financial Psychology and Behavioral Finance, and I specialize in the psychology of money and wealth, focusing on the psychological dynamics of inheritance and sudden money. I work with people who want to have a healthy relationship with their wealth and money and live in alignment with their values. They want to use their wealth for good and want to pass those values onto the next generation. I help individuals and couples work through emotional, psychological, and relational challenges that can go along with inheritance and wealth. Coming into money can be a huge gift. It can provide relief and security. It can also be a challenge that can impact one’s self-confidence, career choice and feelings of connectedness and belonging. My clients are people who have recently inherited money or have entered wealth through hard work and/or marriage. They want to “do” money differently than their family but aren’t sure about where to start and they feel burdened by the responsibility they now carry. My clients are also people me who are having difficulty adjusting to their new wealth. That includes people who grew up in it but did not have control over it and people who’ve recently entered the land of wealth through marriage and/or a sudden windfall. Clients who work with me want to feel confident that their money-related decisions - and what they do with it - align with who they are and who they want to be. I work with people who value their relationships and want to be clear about their core values and their financial priorities- and live in alignment with them.