Supporting Your Clients When Financial Decisions Get Human
Financial planning isn't just about the numbers—it's about the life your clients are trying to build and the values they're trying to honor. But when conversations turn to family dynamics, identity shifts, or emotional complexity, most firms are on their own.
That's where our client support comes in.
We provide specialized guidance and tools that help your clients navigate the psychological and emotional aspects of their financial decisions. This isn't therapy, and it isn't replacing your financial advice—it's filling the gap between technical planning and human experience.
What Client Support Includes
Assessment Tools
The Flourish Framework helps clients identify which of the five core areas of financial wellbeing (Security & Freedom, Connection & Relationship, Growth & Discovery, Health & Vitality, Impact & Legacy) need attention, creating a roadmap for values-aligned planning.
Educational Content & Webinars
We create and deliver content on topics your clients are struggling with—financial anxiety, couples money communication, wealth identity, generational money patterns, and life transitions.
Direct Client Guidance
When clients need support navigating complex emotional terrain, we can work with them directly, either in partnership with you during meetings or through separate sessions designed to complement your planning work.
Resources for Self-Understanding
We provide tools and frameworks that help clients understand their own money patterns, beliefs, and behaviors—making them better partners in the planning process.
The Result: Your clients feel seen and supported in the full complexity of their financial lives, which deepens their trust in your firm and improves planning outcomes.
Advisor Support + Client Support
Best For Solo Practitioners
You're wearing all the hats—we help you build confidence handling complex situations and provide resources you can share with clients when you need specialized support.
Ready to explore whether this partnership could transform your firm?
Schedule a discovery call to discuss your firm's goals and whether Firm Foundations aligns with where you're headed.