In addition to training financial and mental health professionals, The Financial Psychology Institute™ offers personal, confidential phone and in-person coaching, customized workshops, and consulting services to individuals, couples, families, and organizations. We help people learn better ways to meet the challenges of life, providing direction, facilitating change, offering encouragement and practice with a focus on developing action-based and forward-looking behaviors.

Our clients range from entertainers, professional athletes, successful CEOs and the average individual, couple or family. What they all have in common is the desire to achieve exceptional quality relationships with money, family, friends and colleagues.

The Consulting Process

We assess a client’s current performance and develop strategies designed to enhance existing strengths to meet one’s goals.  It opens the client to new ways of thinking and behaving, accelerating the natural learning curve, enhancing what is already known, developing relationship agility and resiliency, self-reflection skills, and setting new standards for measuring exceptional performance.  Services may be delivered face-to-face or virtually.


  • It opens the client to new ways of thinking and behaving
  • Accelerates the natural learning curve
  • Develops relationship agility and resiliency
  • Establishes self-reflection skills
  • Sets new standards for measuring exceptional performance

*Note that coaching is not psychotherapy.

Financial Psychology Institute™ Workshops

This FPI offers customized programs designed for professionals and for non-professionals.  The workshops are designed for training and/or to allow clients to work privately on areas of concern regarding their financial life with specially trained staff. Participants have the opportunity to examine the life experiences that have shaped their current relationship with money as well as process feelings and behaviors that are attached to these beliefs. Specific experiential techniques such as psychodrama, guided imagery, meditations, written exercises, and small group process may be used.