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