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A little note
from me to you:
Finding a financial therapist might seem challenging, but there's good news! More professionals are entering the field, and experts from both financial and therapeutic backgrounds are increasingly cross-training. This means you can find a therapist with financial literacy training or a financial professional equipped to address the emotional aspects of money.
If you're interested in working with me directly, you have the option to hire me for speaking engagements or brand collaborations. While I don't currently offer 1:1 sessions, you can join my interest list to be notified if my business structure changes in the future. Please note that this is not a waitlist.
Keep in mind that not all professionals using the term "financial therapist" are licensed mental healthcare providers. Be sure to research and choose a provider that aligns with your needs (read more about this in my blog post here).
Disclaimer: Some links included on this page are affiliate links, meaning I may earn a commission at no additional cost to you. Supporting Lindsay Bryan-Podvin, the founder of Mind Money Balance, helps support the creation of free podcast episodes, blogs, and social media content. Purchasing products or services that you’d already planned on buying via an affiliate link provides me with a small commission at no additional cost to you.
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Financial Therapist Resources
Financial Therapy Association Directory
Financial therapy practitioners come from various home disciplines, approaches, and focus areas. As stated above, not all providers listed on the directory are mental health clinicians, many are financial planners or advisors with training or an interest in the psychological side of money. Always do your due diligence before working with a professional and ensuring you are getting the right service to meet your needs.
Financial Therapy Clinical Institute
A multidisciplinary approach to financial well-being, with financial therapists, planners, and counselors to help you get to the root of your money problems.
Financial therapists with mental health licensure
Mental health therapist licensure varies by state. For appropriate care, choose a financial therapist licensed in your state of residence.
Colorado
Rachel Duncan Rachel works with clients, by talking about the things you don’t talk about with other therapists: how money impacts most aspects of your life, from relationships to mental health.
New York
Aja Evans Aja works with motivated clients who are looking to understand and improve their work life, self-esteem, and relationship to money.
Pennsylvania
Diane Webber She helps those with money worries gain confidence and clarity in their relationship with money and in their lives.
Washington
Haylie Castillo Haylie helps folks ready to do the deep healing work around money, supporting them in building a healthy relationship with money by relearning how to have a healthy relationship with themselves.
MENTAL HEALTH RESOURCES
Open Path Psychotherapy Collective
A nonprofit network of Canadian and American mental health professionals dedicated to providing in-office and online mental health care—at a steeply reduced rate—to clients in need.
Inclusive Therapists
A directory of therapists who support and celebrate each person’s unique identity. Inclusive Therapists believes their directory is a a safer, simpler, and more equitable way to find mental health care.
FINANCIAL PLANNING & ADVISING
Healthy Love & Money
Comprehensive therapy-informed financial planning for couples. Fee-only financial planning for couples that covers the financial basics like taxes, retirement, and estate planning while acknowledging how our relationship with money impacts ourselves, our partners, our family, and our community.
PERSONAL FINANCE EDUCATION
Invested Development Course
This investing course by Amanda Holden is great for beginners and intermediate investors! While I was doing most things she recommended, I loved how she broke everything down into understandable bite-sized chunks. With lots of puns and metaphors throughout the course, I was able to stay focused (a tough task for an online course). Amanda teaches you the history of investing, why it’s so important to invest, how to open up retirement accounts, and walks you through buying your first index fund, too.
Loan Sense Student Loan Services
Understanding student loans can feel overwhelming. And if you have other financial goals, like saving up for a house, wedding, or car, getting your student loan balance under control is crucial. Loan Sense is NOT a debt consolidation company; instead, they act as student loan concierges. They learn about your financial goals and help you decide how to create a plan to pay them off while meeting other financial goals.
GROUPS & PROGRAMS
Money Healing Club
A one-of-a-kind mashup of emotional support group, money learning classroom, shoulder-to-cry-on, and financial healing space. The Money Healing Club is led by a financial therapist committed to providing an affordable, compassionate, trauma-informed space for women to heal their relationship with money.
Money Relationship Makeover
A group for women + marginalized identities who are ready to get rid of money shame and trust themselves with money. This group is led by a financial therapist who leads a small group through everything from facing their financial fears to creating a sustainable money practice.
SAVE ON EVERYDAY ITEMS
Rent The Runway
I LOVE using Rent The Runway for clothing items beyond fancy occasions like weddings and galas. They have so many great options for work clothes and accessories, and it’s a great way to save money on pricey pieces by renting them and looking up-to-date when I have to hop on a fancy Zoom call, present at a conference, or attend a networking event.
Get 40% off of your first month here!
ThredUp
Another sustainable and affordable option that helps me answer the question of “what the hell do I wear is ThredUp, an online consignment store. ThredUp has helped me do this in a financially- and eco-friendly manner. This works best when you know what brands and sizes you like, my favorite hack to ensure a good purchase is to filter by “new with tags.” Haven’t shopped ThredUp before?
Use this link to get $10 off your first purchase!
GoogleFi
Cell phone service for $20 a month does exist. I’ve been a GoogleFi stan for a long time and love their “Flexible” plan that starts at $20 a month, and your monthly cap is $60 per month. In other words? You only pay for data used and once you hit 6GB of data, you can keep using as much data as you want but your bill is capped at $60. They have two other plans, too, but the most you’ll pay is $70 per month.
Get $20 off of your first month!
Figo Pet Insurance
When my sweet pup Birdie was diagnosed with Addison’s disease in the summer of 2021, I was so thankful for Figo Pet Insurance. Instead of stressing about how much her [FIVE] E.R. visits and corresponding medicine would cost, I could focus on getting her the best veterinary care possible and snuggling with her. Figo reimbursed me within days of submitting my vet receipts. I could do it easily from the app too.
