11/01/2026
What if your financial planner could help you with more than just the numbers? đź’
I've been having some interesting conversations with financial planners about what it might look like to include more emotional support in the financial planning process.
Because when it comes to money, our emotions, experiences, and Money Stories often play just as big a role as the numbers themselves.
And it's made me curious...
How would you feel if your financial planner had a financial therapist as part of their team?
Would you feel more supported? Curious about how it might work? Or maybe it's something you've never considered before?
I'd really love to hear what you think!
I've put together a short, anonymous survey that takes about a minute to complete. Your answers will help me better understand what people actually want and need when it comes to the emotional side of financial planning.
There are no right or wrong answers, and you don't need to know anything about financial therapy to participate.
Would you take a minute to share your thoughts with me?
👉 https://docs.google.com/forms/d/e/1FAIpQLSdUPsab-7woUiZWqkod3gsD_gnb466Hja5hY750mDZ_XUXxWA/viewform
Thank you for helping me explore what more compassionate, whole-person financial planning could look like!