Financial
Wellness Services

Mental health and financial wellness go
hand-in-hand

Move forward with financial confidence no matter what stage you’re in

Your earliest experiences with money shape your relationship with money today. Whether you have a lot of money, are buried in debt, or are on a different financial page than your partner, it may be worth discussing finances in your therapy sessions.

Address your early
financial experiences:

As kids, we often become aware of our family’s financial situation early on. Whatever those experiences were like, you’re probably carrying the effects with you today.


  • Unpack your early financial experiences

  • Discuss how your parents handled money and how that affects your financial outlook

  • Explore your money-related fears

  • Get honest with yourself about your financial literacy

  • Think about how you’d like your financial outlook to be different

Improve your
money perspective:

Evaluate how you really feel about finances and begin to heal past wounds, address problematic behaviors, and reset your perspective.


  • Remove guilt and shame connected to finances

  • Uncover financial blindspots

  • If applicable, explore your partner’s financial outlook and see if and how it aligns with yours

  • Put your current financial situation out on the table

  • Create attainable financial goals to work toward

Make a plan to
move forward:

Finances will always be tied to your whole health. Together, we can make a plan to move you forward and help you live with freedom and abundance.


  • Reframe negative narratives about your finances

  • Look for small life changes that create large impact

  • Create a plan that helps set you and your family up for the future

  • Explore financial options you’ve never considered

  • Gain confidence in managing your finances and passing that knowledge on to the next generation

Who is financial wellness therapy for?

At Moxie Wellness, we think everyone can benefit from incorporating aspects of financial wellness into their therapy regimen. Specifically, we believe this is most helpful for…

  • Anyone feeling financially strained

  • Anyone struggling with debt

  • Young people looking to start off on the right financial foot

  • Couples who are not on the same page financially

  • People experiencing a change in financial status (i.e. Going through divorce, setting up for retirement, changing careers, etc)

  • Anyone who wants to manage finances differently than their parent figures did

  • Anyone who wants to teach their children financial literacy from a young age

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