Get Smarter with Your Money
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Featured Services that We Provide
On-demand Sessions
Have your questions ready and schedule a session with an CFP at your fingertip.
Financial Therapy
Customized program to maximize your financial potential.
Smart Platform
User-friendly platform to track your expenses.
As a CFA and CFP® , I not only provide access to financial coaching, comprehensive financial planning, but also I want to get to know you on a deeper level...
Molly Laughter, CFP®
Everyone should have access to financial planning. Younger clients just have different needs historically.
Donovan Brooks, CFP®
Teaching better money habits when clients are young sets them up to be better positioned later in life and less reliant on others.
Jeremy Walter, CFP®
Everyone deserves to have help with their money if they want it. Money is such an important, all encompassing topic in life.
Arielle Minicozzi, CFP®
Shift your mindset, you'll do more for your career, relationship and your money. Let's have a chat today.
Pernilla Nathan, PsyD
Licensed Psychologist
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3 Steps To Getting Smarter With Your Money
Free Checkup
Spend 2 minutes to learn about your money belief, which has a significant impact on your financial habits. Use the checkup to also discover some useful recommendations tailored to your money belief.
Digital Platform
Sign up to have unlimited access to our interactive tools that help you prioritize and design your life goals.
Talk To an Expert
Reach out to a financial expert through the platform when you have any questions about how to reach your life goals, budgeting, etc. Anything you want!
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Check Out Our Latest Articles
Money Behaviorial Mistake #1.Loss Aversion
Financial Therapy | Investments | Personal Finance
Lessen your fear, because if you let it grow, it is you who will become small...Most of us hate to take losses, and people generally prefer to avoid losses than to achieve gains.
Money Behaviorial Mistake #2.Overconfidence
Financial Therapy | Investments | Personal Finance
Ask anyone if they are an above-average or below average driver and most will say they are above-average...
How to Cope With Financial Stress Among Couples
Financial Planning | Financial Therapy
Give your stress wings and let it fly away. Life happens. Financial stress is inevitable for most couples. Research has found that...
What is Your "Money Script"?
Financial Planning | Financial Therapy | Personal Finance
Money scripts are the unconscious beliefs about money that are rooted in our childhood and ultimately shape our financial health. We ask you to take your Free Checkup, which is a short 12-question money script assessment designed to help you gain insight...
To Buy or Not to Buy: Why We Overshop and How to Stop?...
Financial Planning | Financial Therapy | Personal Finance
You can never get enough of what you don’t really need. The proliferation of online shopping and auction sites has made the Internet a fertile environment for the growth of compulsive buying and over-consumption.
Money Behavioral Mistake #6. Mental Accounting
Retirement Planning | Financial Therapy | Personal Finance
Mental accounting involves treating one dollar different from another depending on where it comes from, where it is kept, and how it is spent. This can lead to being too quick to spend, too slow to save...
Money Behavioral Mistake #3. Fear of Regret
Retirement Planning | Financial Therapy | Personal Finance
Regret, is a strong human emotion, and it can come into play with money, and how one invests. Fear of regret may drive someone to buy the latest “hot stock”...
Will Your Past Psychological Trauma Impact Your Financial Decision Making?
Financial Therapy | Personal Finance
Financial trauma, or financial stress brought about by past traumatic experiences, does not exist in a vacuum, but occurs within complex interlocking systems of social structure and meaning...
Self-Check on What Can Make or Break Your Financial Plan
Financial Therapy | Personal Finance
Each individual and family has their own unique needs, wants, and priorities. At WitsMo we understand that under certain circumstances, it is crucial that you may need to modify these goals.
Money Behavioral Mistake #5. Anchoring
Financial Therapy | Personal Finance
Anchoring refers to the tendency to hold to certain beliefs even when faced with new information that should alter those beliefs, thereby creating, in effect, tunnel vision.