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December 22, 2021

The Role of Financial Therapist on Your Financial A-Team

By Wendy Wright, LMFT, Financial Therapist

I’m thrilled to share my recent interview with The Pledgettes, a community of women who takes an active role in their finances in an effort to close the gender wealth gap. They focus on making value-aligned decisions towards individual financial goals — because when more women take individual action concerning their money, the collective impact grows.

Your Financial A-Team

This past spring, they discussed the five types of people you need on your Financial A-Team. It should include:

  • Growth Partners: These licensed professionals help you identify your goals and develop strategies to reach them. They give you a safe space to talk about your wins and failures as you plot a path to financial freedom. 
  • Connectors: We all have an outgoing friend or two who makes you feel like you can talk about anything. Chances are, they are happy to discuss finances with you — especially since money shouldn’t be a taboo topic! Start the conversation, and you’ll be amazed at what you learn. 
  • Mentors and Mentees: Find people who are 10 steps ahead of your financially as well as 10 steps behind you. Ask questions about how they got to where they are or what their future goals are. You’ll feel both inspired and motivated.
  • High-Five Tribe: This group of friends is simply there to support and celebrate your achievements. You may be working towards different goals, but the important thing is that you all believe everyone can reach financial success.
  • Diverse Thinkers: These are the risk-takers who know all about cryptocurrency and Sacred Economics. Learn from their different perspectives and experiences!

As a financial therapist, I fall into the bucket of Growth Partners. During my interview with The Pledgettes, we discussed my work, my thoughts on Big Financial Goals, the members of my own Financial A-Team, and so much more! Check out the full interview here.

Master Your Money Workgroup

Are you ready to make 2022 your best year yet? Consider joining my upcoming Master Your Money workgroup, set to begin in January 2022. This six-month program involves one 90-minute session per month with expert guidance and one-on-one help. During this workgroup, you’ll learn how to get out of debt, save money, grow your business, and reach financial success. Plus, you’ll be working with a supportive group of people like yourself, all using your newfound knowledge and tools to bring about real change to your relationships with money.

 

I hope you’ll join us for the upcoming Master Your Money workgroup and start the new year strong! You can reach out to wendy@financialtherapysolutions.com with questions.

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what it's like working
with Wendy

I’d highly recommend working with Wendy. Her mastermind group was fundamental in helping me build my counseling business. It has helped me get past beliefs about money that were unhelpful and limited my progression.
Kathryn EllwoodOwnerSalt Counselling
Wendy offers a wonderful blend of business knowledge, talk therapy, and financial recovery that can help just about anyone heal their relationship with money. In our work together, I’ve seen her wisdom from such varied life experiences and her true passion for helping clients. Wendy will help you gain clarity and confidence in how you deal with money, all in a way that feels like talking to a friend. Congratulations to Wendy! We’re thrilled to have you as part of the Financial Recovery Institute family.
Karen McCallFounderFinancial Recovery Institute
As soon as I start talking money with Wendy, I can exhale and feel my whole body relax. Her empathic, compassionate lead makes me feel good and confident about my relationship with money and how it shows up in my business. I’m always eager to talk money with Wendy!
Jenn UhenFounderThe Pledgettes
Wendy is one of my most trusted referrals. She is able to work with a wide array of diagnoses and specializes in financial therapy and education, which is a perfect fit for many of my clients. Wendy and I have collaborated on challenging cases, which has only reinforced my confidence in her abilities. She is a talented clinician, highly professional, and an excellent collaborator. She is not afraid of a challenge and rises to the occasion with expertise and grace.
Dr. Katie SpencerFounderNorthbound Consulting
I loved Wendy’s energy when I first met her. I knew she was a good fit for me and I felt like her presence would also resonate well with my husband, which it did. We deeply explored the sensitive topic of money and our relationship. Wendy held the space for us to feel the entire spectrum of emotions. My husband and I felt more empathy and, from that place, we were able to have more effective conversations, identify goals, and create strategies for achieving them. We are both grateful for the container Wendy created and support she offered on a challenging journey.
Day Intensive Participant
Wendy helped me look critically at my relationship with money so I could overcome limiting beliefs. She also helped me get more comfortable talking about money because she’s so open about it. I’ve actually had people tell me I’m easy to talk to about project rates and fees—that’s thanks to Wendy!
Ali WeeksOwnerMoxie Writing Co.
Working with Wendy has been one of the best decisions I have made for my career. I was able to dig deep into my money bias and see that I was getting in my own way of success. I always saw myself starting my business a few years down the road, but during the workshop, I took the leap and stopped waiting for the “right” moment. If you’re wanting to grow your business, understand your relationship to money, or just gain more confidence in the mastermind you are – work with Wendy. You won’t regret it!
Sarina PonteOwnerBridgewood Recovery

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