I am clinical social worker with 25 years of experience. I am certified in Financial Psychology and Behavioral Finance, and I specialize in the psychology of money and wealth. I work with people who want to understand how the psychological dynamics of inheritance and sudden money impacts who they are and what they do. My clients are people who want to have a healthy relationship with their wealth and money and want to live in alignment with their values. They want to use their wealth for good and hope to pass those values onto the next generation.

Coming into money can be a huge gift. It can provide relief and security and peace of mind. It can also be a challenge and 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 where to start and they feel burdened by the responsibility they now carry. This 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 feel confident that their money and wealth-related decisions and actions align with who they are and who they want to be. They have a clear path into their future. Clients share with me that they experience improved relationships, better communication, and deeper insight. They know their core values and their financial priorities- and know how-to live- in alignment with them.