Services Offered

Online Course

Advisor’s Guide to Grieving Clients

In this online, self-paced course, you’ll learn how to navigate client grief to help them move through financial and emotional grief without damaging your professional relationship with them.

You can also choose to bundle the 1-on-1 consulting at a reduced rate during purchase of the course.

Consulting Services

Advisor Consulting, 1-on-1

Sometimes you’re in a unique situation with a client and need personalized support. That’s why I also offer 1-on-1 consultation services for professional advisors. While I recommend you take the Advisor’s Guide to Grieving Clients course first, it’s not required for consultation services.