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.

Unconscious Beliefs

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:

Financial Planners
Couples managing finances
Psychotherapists

Want to know how Money Mindset Consulting can help you?

Book now for a free consultation phone call to discuss the possibilities.

Working with Jennifer has transformed my work as a financial professional. I feel more confident and more engaged in my work. Her recommendations have been spot on and she has this incredible ability to focus on THE ISSUE and then provide guidance and tools to address it successfully.”