Therapy for
Financial Advisor Entrepreneurs
in an Established Private Firm
When you became a financial planner and opened your own firm, you felt exhilarated…
the fast-paced nature of the industry,
the challenge of constant change and growth,
the personal connection you felt to the career,
the interaction of numbers and people on both small and large scales.
But your excitement was pummeled by anxiety and stress somewhere along the way.
The pride you once felt when clients trusted you with their financial well-being now feels like a burden that eats away at any trust you have in yourself.
To everyone else, you seem like you have it together, but inside, you feel like a fraud, about to be exposed as the total mess that you are.
You worry about the survival of your business.
You think every client meeting will end with them firing you.
You’re either holding too tightly onto your own money, or you don’t feel you have a good grasp of it at all.
There is constant pressure from your industry to build bigger and make more.
The self-critical voice that was once your motivator now spins out of control with self-doubt and hurtful comparisons.
You’re constantly striving to be the best, but you are always left feeling not good enough.
Even with your stellar personality, you are consumed with what others will think of you professionally – so you stay small and quiet, ultimately limiting your business growth, too.
You’re neglecting genuine self-care, caught in a social media or Netflix rabbit hole every night.
You often feel irritable, burned out, and fucking exhausted.
This career you once felt passionate about is also affecting your cherished personal relationships.
And the communities you are in make you feel like you aren’t allowed to have feelings about it – at least no one seems to discuss their fears, making the resolution more vague and discouraging.
You see yourself as intelligent – maybe you even graduated top of your class with awards —
So, why can’t you figure this out?
Your heart is not used to opening up… You feel stuck.
Your motivation is crushed: you’re disconnected and uncertain of yourself.
You want to feel confident in yourself and your capabilities again.
You want to trust yourself and your decision-making stronger than you ever have.
You want to perform to your ultimate potential authentically.
You want to enjoy reduced stress and anxiety so you can breathe easier.
You want more profound, enriched professional relationships where you feel seen and supported.
You want to find a content balance between professional, personal, and self.
You want to experience healthier messaging around money and success.
You want to feel certain of the prosperity and sustainability of your business.
You want to reclaim the passion, motivation, and ambition you lost somewhere along the way.
In counseling for financial advisor entrepreneurs…
…you will build confidence in yourself, your professional brand, and your business's health.
…you will uncover the root cause of your stress, anxiety, and burnout while learning to manage the logistics of your career and life differently.
…you will build assertive communication skills that allow you to provide an elevated level of service to your clients and help you become a better Human.
…you will learn tools to effectively battle Imposter Syndrome, or feelings of “fraud” in achievements, so you can truly enjoy the fruits of your labor.
…you will explore and address narratives around money, prosperity, and financial stability that are keeping you restricted.
…you will uncover greater clarity in what you want and your next steps.
…you will expand on the insight gained from processing emotions and past experiences to formulate and accomplish goals that align with your values.
…you will learn to honor who you are by breaking down the inauthentic expectations pressed on you by people in your life, society, cultures you relate to, and the financial industry itself.
Therapy for financial advisor entrepreneurs in private firms is most effective when working with a clinician who understands the complexities of this career. Given the specialized nature of this therapy, you want to feel secure, open, and excited, which means having a clinician that gets it at a deeper level.
I have developed my finance, accounting, and business background for over 20 years. While working in the field, I have provided consultation and insight to companies all over the country. In addition, I am dedicated to learning and growing through workshops, retreats, consultation, work and volunteer opportunities, meditation and body practices, supporting other professionals, and being an entrepreneur in several successful businesses myself. Combining this history with an extensive education in mental health counseling continues to provide me with a unique clinical perspective.
Additional Benefits of Therapy for Financial Advisor Entrepreneurs
Feeling more open to others (and their help)
Deeper, more connected & fulfilling relationships
Moving forward from transition into achievements
Greater desire to celebrate yourself
Clearer in who you really are
Alignment with values and a sense of purpose
More peace, joy, and contentment
Feeling empowered to care for yourself well
Better, more restful sleep and relaxation
Healthier relationship with consumption
Stronger commitment to health goals
Self-compassion and self-acceptance
Increased freedom to enjoy what you love
Intentional engagement in the moment
How Therapy Works
The first step is to review the FAQs page to initially determine if we would be a good fit. You can also schedule a free 15-minute phone consultation below if you have additional questions about our potential fit. If we decide to meet, you will fill out required paperwork before our first session.
During our first few sessions, we’ll talk about what prompted you to seek therapy, how you have attempted to support this need already, and what you hope to achieve together. We’ll explore your history and journey to therapy in more detail. I will ask a lot of questions during this early stage, giving you space to share your story.
Together, typically by the third session, we’ll clearly identify what you want to achieve in therapy. We will then create a plan for success, focusing on making immediate adjustments to reduce overwhelm, as well as long-term change. We’ll discuss potential roadblocks and strategies to overcome them.
In our subsequent sessions, we will continue to work on the goals you created at the beginning of therapy. If new problems arise, we will hold space for those problems, using them as real-time opportunities for growth. We will check in on your goals, as well as the health of our relationship, and make adjustments as necessary.