For Practitioners and Organizational Leaders
Whole Person Finance was developed for the professionals and organizations working closest to the human side of financial behavior — therapists, financial professionals, coaches, and organizational leaders who need more than conventional models offer.
A Framework Built for Practice
Most financial models treat behavior as a knowledge or motivation problem. Whole Person Finance starts from a different premise: that financial behavior is shaped by psychological patterns, nervous system responses, relational dynamics, and broader life context, and that lasting change requires addressing the whole person, not just the financial plan.
This framework offers practitioners a more complete language for what they’re already observing in their clients and organizations.
Who This Work Serves
- Therapists and mental health professionals exploring the intersection of psychological wellbeing and financial behavior
- Financial professionals—planners, coaches, and advisors—seeking a deeper understanding of why clients don’t follow through
- Organizational leaders and HR professionals addressing financial stress as a workplace and workforce issue
Start Here
Our book Financial Trauma: Why Money Isn’t Just About Money introduces the Whole Person Finance framework and is the foundational resource for practitioners entering this work.
Training and consultation offerings are in development. This page will be updated as they become available.