About the Institute

Our Mission

To transform financial planning through education, research, and collaborative events that incorporate systems theory, emotional intelligence, and therapeutic communication.

Our Vision

A future where financial professionals are equipped to address the multiple dimensions of money, fostering wellness and systemic insight across generations.

Our Values

  • Compassionate Inquiry

  • Interdisciplinary Practice

  • Holistic Financial Wellness

  • Integrity & Professional Boundaries

  • Evidence-Based Learning

Meet the Team

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!