Financial Therapy

Financial therapy is designed to enhance your financial well-being by focusing on the emotional, relationship, economic, and behavioral aspects of wealth. Whether it’s a couple or an individual, we all have relationships to money which can prevent us from being truly happy.


Individual Financial Coaching

Did you know that often we are our own biggest enemy when it comes to wealth and abundance? Many of our self-limiting beliefs prevent us from breaking through to the next level of financial success, or just feeling content with where we are.

Consider the following life changes:

  • Marriage or divorce
  • Sale of a business
  • Insurance or legal settlement
  • Inheritance
  • Company stock options
  • Lotto winnings

Money brings major life-changes, and the right coaching can make all the difference for the recipient’s emotional and financial success.

Having the right type of financial coach or therapist enables you to diagnose what is causing you stress or fear and then laser focus on how to break through it, in order to achieve true financial happiness.

Weather it is the stress of a business, spouse, or a sudden inheritance, people often need some guidance on how to handle the emotions that come with money.

Individual financial coaching is focused on people who would like to improve their personal relationship with money and wealth.


Couples Financial Counseling

Money can place a lot of stress on a marriage. In fact, couples with more wealth have more responsibility and more anxiety when it comes to money. In today’s society, with ex-spouses, step children and in-laws, it’s no surprise that people find it difficult to be happy, even when they have plenty of money.

Couples financial counseling focuses on improving relationships between couples when money is the focus of contention and stress. It enables couples to better understand each-other and come to terms with how the other sees money, helping both individuals live a more abundant life with joy and money.

Not all couples belong together! While it’s important to give your best to a relationship, some couples agree that divorce or separation is in the best interest of both partners. However, good financial planning for divorce or separation is key when it comes to making sure that your finances remain intact and don’t dwindle away due to the high cost of lawyer fees, accountant costs and IRS taxes. Divorce financial therapy focuses on doing things in a more agreeable and resolute way in order to minimize costs and maximize happiness.


Family Financial Therapy

Whether it’s between mother and son, father and daughter, sibling to sibling or extended family, we all want to have positive relationships, but unfortunately money becomes a point of pressure or anxiety.

Some common causes of family disputes can come from:

  • Deciding how to give inheritances
  • Determining how to support loved ones financially
  • Managing family expectations when it comes to money

Family financial therapy is focused on running a family‚Äôs finances harmoniously so that tension and disputes are minimal. We focus on the overall financial well-being of the family as a whole, rather than any one individual’s situation.


Sam Rad is a Certified Financial Planner and uses a multidiciplinary approach in helping people solve their financial obsticles and create peace and harmony within relationships. Sam has multiple licenses in the investments, real estate and insurance fields, and he teaches classes at UCLA. Yet, his number one talent is in helping individuals and couples achieve true happieness in a wholistic way, through positive coaching and empowerment, focusing on how to overcome behavioral and relationship issues that often are the root cause of financial shortfalls.

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