Financial Integration combines traditional financial planning and instruction with experiential counseling techniques to stimulate the kind of behavioral change necessary to create a balanced and healthy relationship with money. There is a small but growing network of professionals in both counseling and financial planning who have addressed their own money issues and who embrace financial integration. A few of them are moving into the emerging field of financial therapy.
We endorse the financial planners listed here, all of whom are committed to the principles discussed in Conscious Finance. They meet our strict screening standards and are the best practitioners in the field of Financial Integration that are currently known to us. When you contact these professionals, let them know you found their name on our website.
If you are a financial planner who practices according to the principles of Conscious Finance and would like to be added to the list, please contact us.
Harv Ames, CFP
Peterborough NH
603-924-9939, 800-258-9939
www.amesplanning.com
Bob Bolen, CFP, CFA
Founder of Touchstone Pathway
Franklin TN
www.envisionwealthplanning.com
Elissa Buie, CFP
Yeske Buie
Falls Church VA
703-538-2116
www.yebu.com
Holly Gillian-Kindel, CFP
Mosaic Financial Partners
San Francisco CA
415-788-1952
www.mosaicfp.com
Jonathan T. Guyton, CFP
Edina MN
952-920-3900
www.cornerstonewealthadvisors.com
Melissa Hammel, CFP
Brentwood TN
615-371-5222
www.hammelfinancial.com
Michael Haubrich, CFP
Racine WI
262-554-4500
www.toyourwealth.com
Holly Hunter, CFP
Portsmouth NH
603-431-1300
holly@hunteradvisorLLC.com
Elizabeth Jetton, CFP
Atlanta GA
Troy Jones, CFP
Oklahoma City OK
888-942-3933
www.afradvice.com
Rick Kahler, MS, CFP
Rapid City SD
605-343-1400
www.kahlerfinancial.com
Gayle Knight-Colman, CFP
Carlisle MA
978-371-2015, 978-369-1504
www.colmanknight.com
Cicily Carson Maton, CFP
Chicago Illinois
312-664-4090
www.Aequuswealth.com
Bobbie D. Munroe, CFP
Atlanta GA
404-351-6976
www.fraserfin.com
Paul Murk, CFP
Walnut Creek CA
925-788-5380
Kathleen S. Parks, CFP, CRPS
Knoxville Tennessee
865-588-0698
kparks@patriotinvestment.com
Michael Smith, CFP
Atlanta GA
800-893-4725
www.rtdfinancial.com
Marcee Yager, CFP
Los Gatos CA
408-395-2207, (408) 395-3422
marceey@fvwest.com