For Advisors Who Want More
You Know the Finances.
But Do You Know the People?
In an industry built on analysis, numbers, and planning—it’s easy to forget that money is personal. Behind every financial goal is a person navigating fear, identity, legacy, and relationships.
Top-performing advisors already know this.
They haven’t just mastered financial planning. They’ve mastered relationships.
The only issue – it takes YEARS – even DECADES – of practice to gain these skills by trial and error.
That’s where I come in.
As a CERTIFIED FINANCIAL PLANNER™ professional, former advisor, and licensed therapist, I teach advisors how to master the human side of wealth. Because when you understand what truly drives client behavior, you will create the breakthroughs that earn you more business and greater impact.
Why This Matters Now
The future of advising isn’t in portfolio construction. That can be outsourced, automated, or even AI-powered. But what can’t be replaced is your ability to:
- Navigate a couple in conflict about legacy planning
- Help a client stuck in self-sabotaging spending patterns
- Build deep trust that turns prospects into long-term advocates
Can you Relate?
- You’re seeing clients resist your advice—even when it’s solid.
- You’re burning out trying to “fix” complex family dynamics or self-sabotaging behaviors.
- You want a better way to understand your clients—deeper, faster.
- You’re ready to stand out with a skillset that AI can’t replicate.
If you want to stay relevant and rise above the noise, you need relational mastery.
Meet Your Wealth Alignment Guide
CFP®, MTax, LACMH
I spent 20 years in the financial industry—advising multi-billion dollar accounts, training advisors at Vanguard, and building digital tools that now automate financial advice. But what I saw time and time again was this:
Knowledge of financial strategy alone is not a strong enough value proposition for advisors looking to break through in their business.
So I left to study what actually drives people’s decisions. I became a licensed therapist. I studied Internal Family Systems (IFS). And I built a framework that allows advisors to work at the level that truly matters: the internal conflicts and relational dynamics shaping every money decision.
Now, I teach that framework to advisors across the country, helping them grow their businesses, deepen client relationships, and feel more fulfilled in their work.
What I Teach:
The Advisor’s Impact Method
Discover a way to transform the way you communicate, relate to your clients, and support them.
Rooted in Internal Family Systems (IFS) therapy, my framework helps you:
Recognize the internal conflicts driving poor financial behavior
Navigate emotional conversations with radical compassion
Uncover what’s really holding your clients back
Shift from “fixing” clients to facilitating real change
Earn the kind of trust that creates long-term loyalty and word-of-mouth growth
Already Enrolled?
Welcome Back, Advisor.
Access your advisor portal to find course materials, coaching replays, and bonus resources.
Secure access to everything you need to continue your transformational journey.
Success Stories
What Advisors Are Saying
Six weeks in the program…
has already transformed how I interact with one of my most challenging clients and (to my surprise) people from all aspects of my life.
I felt repeatedly stuck and unequipped to serve two specific types of clients:
compulsive spenders and couples in high conflict. This program changed that.
Working with you is changing how I work with clients.
It’s better now. I listen more… and my clients like it.
The calmness and patience help in client meetings;
I can really hear them. It’s not about asking special questions, it’s about me hearing them more deeply.
I have more confidence in prospect meetings.
Clients actually acknowledge they feel heard. They trust me. And they stick around.
Two Ways to Work Together
Certified Wealth Alignment Specialist (CWAS)
Become a Certified Wealth Alignment Specialist (CWAS)
A high-touch, 6-month experiential training program for advisors ready to master the behavioral side of advising.
You’ll Learn How To:
- Apply Internal Family Systems to real client scenarios
- Navigate complex relational dynamics with ease
- Help clients change harmful financial behaviors
- Position yourself as the go-to expert for high-conflict or emotionally complex clients
- Deliver a transformational client experience (and charge accordingly)
What You Get:
6 months of transformational learning
2x/week 2-hour group coaching sessions
Experiential practice with real people
Expert case consultation
Expert case consultation
This is for advisors who want to:
- Master the human side of money
- Build a powerful, differentiated offer
- Scale a High-Impact Practice
- Work with highly-complex client families
- Become the relational wealth strategist clients refer without hesitation
Investment: $6,000 (increasing to $10,000 by end of year)
Wealth Alignment Mastermind
Ongoing Support for Daily Challenges
A monthly membership designed to help advisors solve real client challenges, close more prospects, and feel more confident.
You’ll Learn How To:
- Understand client resistance and help them take action
- Price your services with confidence
- Prioritize prospects based on psychological readiness
- Stay calm, centered, and confident in tough conversations
What You Get:
2x/month 1-hour group coaching with Joy
Unlimited case consults with video feedback
Live calls with other students to learn what to say and how to say it
Access to a community of advisors doing this work
This is for advisors who:
- Want regular expert input for tricky client situations
- Need a sounding board to reduce stress and increase close rates
- Are exploring the emotional side of advising—but aren’t ready for full certification (yet)
Investment: $350/month
Who This Is For
- Growth-minded advisors ready to deepen their client relationships
- Firms looking to equip their teams with cutting-edge relational skills
- Advisors who’ve tried everything—and are still struggling to reach their toughest clients
- Advisors burned out by surface-level strategies and thirsty for something real
Why It Works
- It’s experiential. You won’t just learn—you’ll transform.
- You’ll apply it immediately. Practice on real people, with real feedback.
- You’re learning from both sides. I’ve advised clients and done deep therapeutic work.
- You won’t find this anywhere else. There are plenty of “coaches”—but almost none who are CFP® + MTax + licensed therapists with client experience.
Still Not Sure?
What if this could be the difference between:
- Clients ghosting vs. clients referring
- Transactional check-ins vs. transformational conversations
- Feeling drained vs. feeling fulfilled in your work
This is your moment to redefine what it means to be a truly exceptional advisor.
Let’s make that happen—together.
