Wealth Alignment Services
clarity, not conflict.
You’ve built success others
only dream about
But here’s the truth—financial security doesn’t always come with peace of mind.
Behind the spreadsheets and strategies, many high-achieving individuals feel quietly stuck.
You might be asking yourself:
- Why doesn’t this feel as fulfilling as I expected?
- Why are money conversations with my partner so loaded—or avoided altogether?
- Am I making decisions that reflect who I am, or just what’s expected of me?
- What’s the point of building wealth if I can’t enjoy it or share it meaningfully?
You’re not alone.
Wealth can offer freedom—but it can also create pressure, isolation, and relational strain. And when no one in your life can truly relate, that burden gets heavier.
This is where I come in.
What I Do
I help high-net-worth individuals and couples navigate the emotional complexity of wealth so they can make confident financial decisions, strengthen important relationships, and create a legacy aligned with their deepest values.
This is more than coaching.
It’s not traditional therapy.
And it’s definitely not wealth management.
This is Wealth Alignment—where the numbers are just the beginning, and the real return is clarity, authentic connection, and peace of mind.
Success Stories
What My Clients Say...
I am forever changed from working with you, and from what I learned with you.
This work that we’ve done has helped me recognize what I was doing (for 15 years) and shown me that there’s another way to practice.
Kahlilah Dowe
CFP, Advisor at True Wealth Solutions
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
I’ve Seen First-Hand How Wealth Creates Isolation and Friction
As both a CERTIFIED FINANCIAL PLANNER™ professional and a licensed therapist, I’ve sat on both sides of the table—advising billion-dollar portfolios and guiding clients through relational conflict, loss, fear, and transformation.
I understand the nuance of investor psychology, the pressures of success, and the private fears most people don’t speak about until they’re already unraveling.
What I know to be true:
Money isn’t the problem—or the solution.
The way you relate to it? That changes everything.
Can You Relate?
- A significant life event—like a divorce, death, business sale, or inheritance—has shifted your priorities
- You’re experiencing conflict or disconnect with your spouse or children around finances
- You’re privately struggling with anxiety, guilt, or indecision related to your wealth
- You feel stuck, like you’re managing more than you’re living
- You want to ensure your legacy is about more than just numbers
- You “have the money” but still feel like you’re in survival mode, leading to constant stress around spending money
- You wonder if you’ll ever feel like “you’ve made it”
What Wealth Alignment Looks Like
This is a tailored, highly confidential engagement designed for discerning individuals and couples who are ready to:
- Gain clarity in complex financial decisions
- Navigate relational dynamics with greater calm and confidence
- Feel more authentic connection with loved ones and friends
- Create a values-based legacy plan that feels authentic and empowering
- Move from financial reactivity to thoughtful alignment
- Experience wealth as a source of stability—not stress
Whether we meet during a pivotal transition or simply because “something feels off,” my work is grounded in discretion, professionalism, and real-world application.
I leverage principles of financial therapy, but we’ll dive deep into wealth dynamics and communication strategies that create harmony in your financial life and your personal life.
Advisors: Support for Your
Most Complex Clients
I will work with you to make this a great experience
Your clients trust you with everything. When things get emotionally complex, you don’t have to navigate it alone.
Some clients need more than financial planning. They need a guide who can help them navigate emotional blocks, conflicting family dynamics, and deep-seated beliefs about wealth. When you’re working with clients in high-conflict situations or those who just won’t take action, I’m here to help.
I partner with advisors to provide high-touch wealth alignment support to the clients who need it most. Whether it’s a referral for a particularly complex case or a family situation that’s escalating, I’ll collaborate with you to ensure a seamless, high-caliber experience that reflects well on you and supports your client with care, professionalism, and discretion.
Let’s work together to make sure your clients feel supported and stay loyal.
Your Next Step
Wealth alignment begins with a conversation.
If you’ve been carrying the emotional weight of success alone—or if you’re simply ready to feel more at peace in your financial life—I invite you to connect.
Schedule a confidential 15-minute consultation to explore whether this work is the right fit.
You don’t need another advisor.
You need someone who understands both the numbers and the nuance.
Let’s align your wealth with your life.
Let’s make it count.