Align Wealth
with Impact
Transform financial success into a legacy of impact, purpose, and authentic connection.
“Joy’s ability to, and to teach how to, connect with people is unmatched. In a day of AI, automation and tech – the fundamental ability to connect with clients on an emotional level, build trust, and truly understand another’s needs is critical to long-term business success. I cannot recommend Joy enough!”
Brian Talbott, CFP, Advisor at Olio Financial
“Joy is one of the most compassionate people you will ever meet. Her way of approaching money and teaching financial professionals how to do so is both instructive and kind, and is exactly what the finance industry needs. If you ever have the chance to work with Joy, take it, and thank me later.”
Nate Astle, Founder of Financial Therapy Clinical Institute
Wealth is more than a NUMBER.
Money shapes your choices, your relationships, and the legacy you leave behind. But too often, wealth becomes a source of stress instead of fulfillment. Financial advisors struggle to guide clients beyond financial planning, while high-net-worth individuals find themselves searching for meaning beyond the balance sheet.
As a CERTIFIED FINANCIAL PLANNER™ professional, MTax, and licensed therapist, I’ve seen firsthand how money can become a source of stress, disconnection, and even fear. But I’ve also seen how, when approached with clarity and intention, it can become a tool for confidence, connection, and lasting impact.
My work is driven by one core belief: true wealth is measured not by the number of zeroes in your net worth but by the peace, purpose, and positive impact it creates.
I help advisors create exceptional client experiences rooted in trust, behavioral insights, and human connection. And I work with high-net-worth individuals and families to navigate the emotional complexities of wealth—so money becomes a tool for growth, impact, and well-being instead of a burden.
Money is never just money. It shapes identities, relationships, and entire legacies. But too often, wealth is accumulated without alignment—without a clear path to meaning, purpose, or lasting impact.
Your success brought you here.
Let’s redefine wealth. Let’s measure it through the peace, authentic relationships, and vibrance in your life. Let’s see wealth as impact versus numbers. And it starts with YOU.
Meet
Your Guide to the Human Side of Wealth
After years at Vanguard, training financial advisors, and advising billions in assets, I realized something was missing: a human-centered approach to money. Numbers alone weren’t enough. Advisors needed better tools to help clients navigate the emotional weight of wealth. And high-net-worth individuals needed more than financial returns; they needed clarity, confidence, and connection in their personal and professional lives.
With my background in finance, taxation, and psychology, I now bridge the gap between financial strategy and emotional well-being—helping advisors elevate their impact and guiding individuals toward a more meaningful relationship with money.
Because when we align wealth with values, we don’t just build success—we build a legacy.
Success Stories
What My Clients Say...
I highly recommend Joy for anyone looking to deepen client relationships.
Her expertise in financial planning and therapy helped me develop skills to understand clients’ emotions and uncover their true motivations. Her insights have transformed how I connect with clients, making conversations more effective, empathetic, and impactful.
Scott Walker
CFP, Advisor at Vanguard
This program has transformed how I interact with my most challenging clients—
and, to my surprise, people in all areas of my life. I’m more neutral, deeply connected, and confident in client meetings, which helps me price my services accurately without competing on cost. The calmness and patience I’ve gained allow me to truly hear clients, leading to more meaningful conversations and stronger relationships.
E Cheung
CFP and Financial Coach
Joy seamlessly merges her deep financial expertise with keen therapeutic insight...
She encourages open conversations that reveal the core issues at play... Her laser-focused communication style, combined with genuine warmth, propels individuals toward clearer thinking, healthier money decisions, and a brighter outlook on life.
Joshua Wilson
Advisor and FinTech Growth Partner
Joy is one of the most compassionate people you will ever meet.
Her way of approaching money and teaching financial professionals how to do so is both instructive and kind, and is exactly what the finance industry needs. If you ever have the chance to work with Joy, take it, and thank me later.
Her way of approaching money and teaching financial professionals how to do so is both instructive and kind, and is exactly what the finance industry needs. If you ever have the chance to work with Joy, take it, and thank me later.
Nate Astle
Founder of Financial Therapy Clinical Institute
Joy was an inspiring and wise contributor to our Marriage Toolkit, where she spoke about Internal Family Systems (IFS). Her expertise was of particular importance to our product.
Couples' relationships with money are complex, extending far beyond a budget or financial plan. Her unique wisdom provided insight essential in supporting couples who struggle to manage money in their marriages.
Couples' relationships with money are complex, extending far beyond a budget or financial plan. Her unique wisdom provided insight essential in supporting couples who struggle to manage money in their marriages.
Brian Page
Founder of Modern Husbands
Joy's ability to, and to teach how to, connect with people is unmatched.
In a day of AI, automation and tech - the fundamental ability to connect with clients on an emotional level, build trust, and truly understand another's needs is critical to long-term business success. I cannot recommend Joy enough!
In a day of AI, automation and tech - the fundamental ability to connect with clients on an emotional level, build trust, and truly understand another's needs is critical to long-term business success. I cannot recommend Joy enough!
Brian Talbott
CFP, Advisor at Olio Financial
Areas of Service
Helping You EnJOY Wealth, Connect Authentically, and Grow
Transform your client relationships, scale your business, and master the behavioral side of finance. Learn how to help clients make better decisions as well as avoid bad ones.
You have wealth—but is it bringing you peace, purpose, and connection? I help high-net-worth individuals and couples move beyond financial success, break cycles of financial stress, and create lasting impact.
Engaging, insightful keynotes and workshops on wealth psychology, behavioral finance, and advisor transformation.
Financial Advisor Training
Being a great advisor is about guiding transformation. The best advisors help clients align their money with their values, build resilience during uncertainty, and make better long-term decisions.
I teach advisors how to integrate behavioral coaching, emotional intelligence, and relational finance into their practice—so they can build stronger, more meaningful client relationships and set themselves apart in the industry.
Learn:
- How to ask better questions that unlock deeper trust
- Why most financial decisions are emotionally driven—and how to guide clients through them
- How to apply Vanguard’s Advisor’s Alpha® principles to create a high-impact practice
Wealth Alignment for Individuals and Couples
Wealth Can Open Doors—
But It Can Also Create Barriers.
Success didn’t solve everything. Now what?
You’ve built financial security, yet wealth has also brought stress, complex family dynamics, and the weight of expectation. You might feel isolated in your success, unsure of what comes next, or struggling to align your wealth with your values.
I help successful individuals and families:
- Find clarity in their financial and personal decisions
- Navigate wealth-related stress, guilt, or uncertainty
- Strengthen relationships by fostering open, honest conversations about money
- Define a legacy that extends beyond financial success
- Money is not the problem—or the solution. It’s how you use it that defines your life.
Speaking & Keynotes
Bringing Behavioral Finance & Wealth Psychology to the Stage
I speak on the intersection of wealth, well-being, and behavioral finance—helping advisors, financial professionals, and individuals rethink their approach to money.
Stay Connected.
Join the Conversation.
Join a community of forward-thinking advisors and individuals committed to redefining wealth with purpose.
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