Services Offered
For Financial Professionals
1. Financial Coaching
Jonathan brings a unique blend of financial and therapy expertise. If you are a financial professional seeking to integrate therapeutic approaches, Jonathan’s coaching services are tailored to meet your specific needs. By leveraging his comprehensive background, Jonathan guides professionals in navigating nuanced conversations about finances, emotions, and relationships, ultimately fostering greater effectiveness in client interactions.
2. Case Consultation
Jonathan’s expertise extends to working in partnership with a team, particularly when financial planners are primarily focused on managing their client relationship. In cases where their clients require more comprehensive financial therapy, Jonathan offers case consultation services to financial professionals. By collaborating with these clients, he helps them navigate complex financial and personal issues, making the journey more manageable.