Partner with a Financial Psychology Expert
Bring the Science of Well-Being into Financial Planning
In financial planning, numbers are only part of the story. Your clients’ behaviors, emotions, and mindsets around money play a significant role in their financial decisions. At JW Financial Guidance, we offer financial psychology services for financial planners to help you bridge the gap between strategy and action, providing deeper insights and transformative results for your clients.
How it works
A Holistic Approach: Combine your expertise in financial planning with our deep understanding of financial psychology to address both practical and emotional client needs.
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Enhanced Client Outcomes: Help your clients break through behavioral barriers, establish healthier money habits, and achieve lasting success.
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Customized Support: Tailored services to meet your practice’s unique goals, whether it’s training, collaboration, or direct client engagement.
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Stronger Relationships: Build trust and connection with your clients by addressing the “why” behind their financial decisions.
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1
Initial Discovery Session
We’ll explore your practice’s needs and discuss how our services can integrate seamlessly into your workflow.
2
Customized Engagment Plan
Choose from training, case collaboration, or parallel client services—or combine them for a comprehensive partnership.
3
Ongoing Support
Receive continued guidance and resources as we work together to serve your clients and grow your practice.
Collaboration
with Financial Planners to help clients overcome emotional biases, improve financial behaviors and build confidence.
Training
to equip Financial Planners with the skills to navigate client emotions, strengthen relationships, and drive better financial outcomes.
Consultation
to provide science-backed strategies for working with clients with self-sabotaging behaviors, and limiting money beliefs.
Speaking
to deliver engaging, research-driven presentations on the role of positive psychology in financial planning.
Why Partner with JW Financial Guidance?
At JW Financial Guidance, we’re passionate about bridging the gap between financial planning and financial psychology. With our expertise, you’ll gain:
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A Competitive Edge: Stand out by offering a holistic, psychology-informed approach.
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Deeper Client Trust: Strengthen relationships by addressing the full spectrum of your clients’ financial needs.
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Greater Impact: Empower your clients to achieve not only their financial goals but also peace of mind and confidence in their financial lives.
Transform your practice and elevate your client relationships with financial psychology. Contact us today to schedule a consultation and explore how we can collaborate!