Private Practice and Personal Finance Consulting
The rules of personal finance are always evolving…
How you manage your day-to-day finances looks way different from how it did five years ago.
Buy now, pay later splits a checkout into four payments, AI tools promise to manage our money for us, and crypto keeps rewriting what an "asset" even is.
At Wise Mind Financial, we move with those changes.
Since 2010, we've helped individuals, small business owners, and private-practice therapists build financial lives that hold up to change — pairing real accounting know-how with an understanding of the beliefs and habits that shape how we earn, spend, and save.
Because managing money well isn't only about the numbers. It's about getting past the barriers that keep the numbers feeling overwhelming, so you can focus on what actually matters to you.
How We’re Different
Financial Literacy
Increase your confidence and gain clarity into your long and short-term financial and career goals
Psychology
Discover how our beliefs and biases about work and money develop over time and what you can do to challenge them
Mindfulness
Learn the tools to decrease shame and self-judgment towards money and make practical and meaningful changes
Frequently Asked Questions
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Good question! Our work together is not therapy. Therapy focuses on a client’s overall mental health and how it impacts their daily functioning. Coaching is a time-limited relationship focused on reaching a specific set of goals. If I believe therapy is a better fit, I can provide referrals.
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The “wise mind” is a mindfulness skill from Dialectical Behavioral Therapy (DBT).
✨This isn’t therapy, tho✨
When dealing with money, we want to be responsible and realistic (rational) about our situation, but we can’t ignore that we are human and experience various emotions (emotional). Our “wise mind” is the balance between our thinking (rational) mind and our feeling (emotional) mind. We will put this in practice during our time together. It’s really cool, actually.