This is Beyond The Plan®, where financial psychology and financial planning intersect to create deeper impact across an industry.

Learn our story, meet our team.

At Beyond The Plan®, the story has always been about bridging what traditional financial services often miss—the human side of money. Born from decades of experience in financial psychology, therapy, and advisory collaboration, our work grew from a simple observation: clients don’t just bring their assets to the table, they bring their fears, their families, and their lived experiences. Advisors, meanwhile, are asked to carry emotional dynamics they were never trained to handle. Firms face the challenge of scaling service that goes deeper than transactions. Beyond The Plan® was created to meet all three realities—empowering firms to build resilient systems, equipping advisors with the tools to lead meaningful conversations, and ensuring clients are supported not only in their goals but in the emotions that shape them. What began as a niche practice has grown into a movement: embedding financial psychology at every level of the industry, so money decisions are never separated from the people making them.