OUR PROCESS
Our Process
OUR VALUES
Financial health is more than just investing and saving for the future (though that is certainly part of it!). Our finances and our values, emotions, and skills are all linked. By addressing 3 main pieces of finance, you can get the support you need to live your best financial life.
WHAT TO EXPECT
Our Process
PATHWAYS
Our Pathway model is another unique way we aim to move the field of financial therapy forward. We know every client is different with different needs. We also know that one of the best ways we can improve the field is with tested and researched interventions that can withstand academic rigor. Our pathway model allows us the freedom to meet individual client needs while also providing a well tested system for the future of financial therapy.
How Can We Help?
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IS THIS LICENSED THERAPY? WHAT ABOUT A DIAGNOSIS?Although several practitioners are licensed to provide therapy services in some states, all services received through the Financial Therapy Clinical Institute fall under a coaching contract. In other words, we wouldn't be able to diagnose you for medical purposes, or work with specific "high risk" clients experiencing severe suicidal or homicidal ideation, or in cases of child/elder abuse.
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WHAT IS YOUR NEW CLIENT PROCEDURE?It starts with you reaching out! By filling out the form below, or emailing admin@financialtherapyclinicalinstitute.com, we can get you started with a free consultation call to better understand your needs. Then we will send some intake forms to you and then you will begin the process shown above! Also feel free to check out the "Process" page above!
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HOW MUCH DOES IT COST?We aim to make our services as affordable as possible, while appropriately valuing the work that we do. Your initial consultation is complimentary. In that meeting we will talk about your money story, and identify your session frequency with our financial therapists and financial counselors. About two - three months later, you'll meet with one of our financial planners. Once you are on the pathway that best fits your needs, we use a sliding fee scale based on household income to determine your billing rate. Every professional is only paid on a hourly rate, so you can be certain we get no commission for selling products. We have found our prices to be comparable to other therapy provider prices and cheaper than most financial professional prices. We hope to offer scholarships for lower income clients as the business grows. TOP: Household Income BOTTOM: Per hour cost
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WHERE WILL THE SESSIONS BE HELD?Sessions are entirely virtual, which allows us to work with people all over the country! You will get links to our sessions once you have completed your initial paperwork. Having a webcam with appropriate bandwidth is appreciated and expected. Phone appointments can be held as necessary.
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CAN I CONTINUE TO WORK WITH AN OUTSIDE FINANCIAL PLANNER/COUNSELOR OR THERAPIST?Of course! Fundamental to the ideology of FTCI is that collaboration is key to success. We are happy to work with outside professionals who already have a relationship with you. While we still request you to meet with each of our professionals at least once for a second opinion, we are happy to discuss your treatment with those professionals already on your team. We are not in the business of keeping you from the resources you already have.
