Wealth Alignment Mastermind
with every client YOU come in contact with.
A community built to
differentiate your practice.
In this community you’re going to have access to a behavioral finance expert – a CFP® and licensed therapist.
I provide expert guidance to help you work more effectively with complex clients and build the confidence to attract and close your ideal prospects.
Our common goal in this community is to teach financial advisors the skills to navigate the emotional complexity of wealth in client relationships, so they can turn client resistance into results and become known for the transformation they create.
What you’ll get:
- Ask questions and get direct advice from me, a CFP® and a licensed therapist, about any and all client cases you have that are difficult for you.
- A Behavioral Finance Foundations class to help you understand what’s actually happening in your clients’ internal world when they avoid action or sabotage their goals
- Live coaching calls twice a month where we discuss difficult client cases from you and other advisors
- The opportunity to connect with financial advisors across the country who are using behavioral tools to deepen trust, grow their practices, and deliver transformational outcomes
You’re not alone.
By joining this community you are committing to three months. During this time you can bring as many cases for advice as you wish. After the three months, you can unsubscribe at any time.
The Wealth Alignment Mastermind
Most advisors aren’t trained to handle what’s happening beneath the surface.
That’s where the real work and real value lives.
Wealth Alignment is a framework for working at that deeper level.
It’s rooted in psychology, grounded in practice, and built for transformation.
Inside the mastermind, advisors:
- Develop these skills
- Apply them to real client situations
- Become known for work that actually changes lives
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
Advisors: Group-Based Support for Your
Advisor Journey
Let’s work together to help you hit your goals.
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.
The mastermind supports advisors in providing high-touch wealth alignment support to the clients who need it most.
Let’s work together with like-minded individuals to make sure your clients feel supported and stay loyal.
Your Next Step
Our common goal in this community is to teach advisors new ways of thinking so they can create life-changing success with every client they come in contact with.