What is Financial Therapy?

According to the Financial Therapy Association, Financial Therapy is a process informed by both therapeutic and financial competencies that helps people think, feel, communicate, and behave differently with money to improve overall well-being through evidence-based practices and interventions.

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Why is Financial Therapy Important?

The therapy component of financial planning starts with you. This is a huge part of your financial wellness and your money behaviors. Your behaviors can shape your money stories and define your trajectory over your life. We can work with you to ensure you're on the right one.


“I integrate Financial Therapy because just like ‘eating less and moving more’ sounds like an easy way to lose weight, it's a lot more complicated than that. The same goes for ‘spending less than you make and investing some for your future.’ It sounds simple but is pretty complicated, even for those who are successful at it.”

Tara Unverzagt

-President & Senior Financial Planner


With Financial Therapy we work with you towards

Building confidence for

Life can be full of decisions that seem complicated.

Navigating thoughts that are holding you back is hard. But if you want to be financially confident, you can do it. And we’re here to help.

Our goal is to serve as your financial coaches and help guide you through your exploration to finding the path that suits your life and values. We work to help you break those money scripts down into small, simple decisions so you can focus your energy on the important things.


We're here to help you build a solid foundation.

We'll work with you to determine your life intentions and vision, then together we'll build a plan and toolkit to make your vision and dreams a reality.