
Helping Financial Advisors Comfortably Navigate the Emotional Side of Financial Planning.
Jennifer Calder, MSW, LICSW, FBS®
Financial Behavior Specialist
Certified in Financial Psychology and Behavioral Finance
We harbor 50 - 200 unconscious beliefs about money.
Understanding these beliefs leads to rational and strategic financial decision making and behavior.
Financial Planners
Produce better client outcomes
Ever feel like you’re more a therapist
than a financial professional?
Do you have clients who seem motivated about the plan you developed but they just aren’t taking action?
Do you want to ensure that your personal money beliefs are not guiding decisions about your clients?
Learn more about Between the Numbers services.
SERVICES OFFERED:
Want to know how Money Mindset Consulting can help you?
Book now for a free consultation phone call to discuss the possibilities.
