Psychology of Money

Testimonials

Please read some of the many testimonials we have received from clients.

Sherry Hazan-Cohen,

CFP - NAPFA, Registered Financial Advisor, Lifestyle Coach - Plano, TX

I wanted to write to thank you. Collaborating with you on client cases over the past 19 months and the class you led this spring has evolved, enhanced and improved not only my clients' lives, but also my entire business model. Financial planning and coaching have become seamless with my new arsenal of tools.

Here is a recent comment I received from a coaching client who participated in a Psychology of Money Profile feedback session: I learned more about my husband in the two hour session with Dr. Jim than I have in the forty plus years we have been married.

I always recommend your class, "Coaching to Enhance Clients' Financial Success" as well as the The Psychology of Money Profile. Your system works the entire spectrum for financial planners from those who just want to learn more about their clients to intensive personal coaching.

I look forward to future classes and client cases with you. Of course, a personal coaching session with you for myself is always a treat and keeps me on track when I need a good strategy or pre-client coaching session pep talk. Thanks again!


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