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We believe your financial decisions have both practical and emotional consequences. Our rare combination of experience as therapists and financial advisors uniquely position us to help you make sound financial choices whether you are determining a balanced budget, saving for retirement, children's college or entering a new relationship.
We offer consultations, either one time or a series of meetings, to help you determine a healthy budget for your income, lifestyle, short and long term goals. Emily has been meeting with individuals, couples and families to guide them in making sound financial planning decisions for twenty years. By asking the right questions about your financial life, she will offer ideas of how to organize your finances to maximize your potential to reach your goals.
Money can be, and often is, an intense source of stress for an individual or for couples. Emily combines her 40 years of experience as a therapist with her 20 years of experience as an investment advisor to help you understand how money may be causing problems in your life, and how to begin to address and solve those issues. Individuals and couples are given an opportunity to discuss the personal aspects of their financial life in a confidential and supportive environment. Doing so often leads to clarifying goals and resolving issues that impede financial decisions and implementation.
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