Frequently Asked Questions

A financial behavior officer operates across three critical dimensions within advisory firms: client-facing, advisor-facing, and firm facing responsibilities all aimed to helps financial advisors navigate client emotions, behavioral biases, and sensitive financial conversations. By integrating psychology into financial planning, they help advisors strengthen client relationships, improve decision-making, and enhance overall client satisfaction.

Financial psychology helps advisors understand the emotions and behaviors that drive client decisions. By incorporating behavioral insights into your practice, you can foster deeper trust, guide clients through financial transitions, and improve their long-term financial outcomes.

Your clients gain greater clarity, confidence, and emotional support when making financial decisions. A specialist helps clients navigate difficult topics like wealth transfers, financial infidelity, and generational planning, leading to more productive and meaningful financial discussions.

If you're noticing challenges with navigating sensitive client conversations, or feel your client relationships could be more impactful, partnering with a financial behavior officer can help. Our approach is designed to deepen connections, improve communication, and ensure that your clients feel understood and supported during critical financial decisions.

Through Beyond The Plan® I work alongside advisors as a strategic partner, offering consultation calls, co-facilitated client meetings, behavioral assessments, and tailored strategies that align with your firm’s goals. My role is to enhance—not replace—your client relationships.

Yes, I can work directly with your clients or provide guidance behind the scenes. Whether through co-facilitated meetings, behavioral coaching, or advisor training, my goal is to strengthen your client relationships while supporting your expertise.

We follow a three-step process:

1. Discovery Session – Understanding your firm’s needs beyond the financial plan.

2. Strategy & Implementation – Developing systems to integrate behavioral insights and client engagement tools.

3. Ongoing Support & Growth – Providing continued resources, quarterly planning calls, and one-on-one client sessions as needed.

I offer a Done-For-You package starting at $1,250 for up to five hours a month, which includes monthly consultations, ongoing client meetings, quarterly planning calls, and access to behavioral assessments at no extra cost.

Yes! I tailor my services to fit your firm’s needs, whether you’re looking for ongoing client support, team training, or one-time consulting sessions.

You can start by scheduling a discovery call to discuss your firm’s needs and determine the best way to integrate financial psychology into your practice.