The Service:

  • Unlimited access to a personal CFP® who is assigned to understand your financial life
  • Two covered monthly meetings with your Financial Life Planner
  • One covered session with a therapist to go over your financial stress a month
  • Discounted sessions and meetings as a membership benefit
Financial Therapy A CFP®, CSLP®, and Therapist guided Sessions through your financial life $1,500 onboarding fee $300/ month

Cancel Anytime

Let’s get started with an initial no-cost consultation to see if financial therapy is right for you.

Schedule Consultation
Financial Therapy A CFP®, CSLP®, and Therapist guided Sessions through your financial life $1,500 onboarding fee $300/ month

Cancel Anytime

Let’s get started with an initial no-cost consultation to see if financial therapy is right for you.

Schedule Consultation

The Service:

  • Unlimited access to a personal CFP® who is assigned to understand your financial life
  • Two covered monthly meetings with your Financial Life Planner
  • One covered session with a therapist to go over your financial stress a month
  • Discounted sessions and meetings as a membership benefit

Our Process:

Lillian Turner

After growing up in the Midwest, Lillian escaped to Scottsdale, Arizona (sight unseen!) upon graduation from the University of Wisconsin-Milwaukee with a B.B.A in Finance. She first joined the wealth management industry in 2017 and immediately found her calling as a financial planner. However, she had a nagging sense that there was more to money than just the technical side, and after completing her CERTIFIED FINANCIAL PLANNER TM (CFP®) certification, she began a deep dive into the realm of Financial Therapy and Financial Life Planning. She also enjoys helping others navigate their student loans, and became a Certified Student Loan Professional (CSLP®) in 2022. Lillian has spent the last year at Golden Gate University earning a certificate in Financial Life Planning, and recently completed her Registered Life Planner (RLP®) certification.

In addition to her passion for Financial Life Planning, Lillian also has a deep calling for helping those in need. She serves as Vice President of the Phoenix Children’s Hospital Emerging Leaders Board, and volunteers her time as a Wish Grantor with Make A Wish Arizona. Lillian is also President-Elect for the National NexGen Board of the Financial Planning Association.

As for the fun stuff, Lillian is an avid reader with a huge sense of adventure. She aims to travel every few months, either to attend a conference or experience a new part of the world. She is obsessed with dogs (especially frenchies!), energy drinks from Dutch Bros, and living life on her own terms.

Chandler Chang, Ph.D.

Using evidence-based treatments and a compassionate approach, Dr. Chang offers expertise based on almost two decades of clinical experience, both in private practice and at prestigious research-oriented psychology programs, including UCLA and NYU’s Child Study Center.

Chandler has a passion for incorporating science into psychological practice and a mission to train other therapists in this way, while providing affordable mental health services for all.

Outside of work, Chandler loves yoga, trying new recipes, walking her labradoodle Lisa, and watching The Great British Baking Show with her two sons.

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Disclosures:

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