True Self True Wealth

Consultation

"Good process leads to good outcomes"

The emerging field of Financial Psychology is quickly gaining ground in academia, the mental health fields, and the field of professional financial planning. Peter Cole, LCSW, ChFC brings expertise as both a mental health professional and professional financial planner. Peter is an Assistant Clinical Professor of Psychiatry with the University of California Davis School of Medicine and brings many years of experience to Financial Psychology consultation. *Daisy Reese LCSW brings to bear many years of experience as an individual and couples therapist and businesswoman. Peter and Daisy utilize the emerging body of research in the Financial Psychology field to provide their clients with quality consultation. Peter and Daisy are a married couple with five children.

In Financial Psychology Consultation we address emotional and relationship/communication issues as they relate to finances. We help individuals, couples and families address the emotional issues that lay the groundwork for positive financial decisions. The kinds of issues we address include

Financial Communication for Couples
Identifying and Working through your Money Script
Resolving Family of Origin Money Issues
Intergenerational Issues around Stewardship of Family Financial Resources
Resolving Family Financial Conflict

We can help you with your money challenges.

Schedule an appointment now to meet with Peter

* Daisy Reese does not provide financial planning advice. All financial planning is provided by Peter Cole in association with Securities America Advisors.



	Brought to you by Insight Financial Group
		HOME YOUR MONEY SCRIPT FINANCIAL PLANNING FINANCIAL PSYCHOLOGY CONSULTATION WHO WE ARE MASTERING THE FINANCIAL DIMENSION OF YOUR PRACTICE Peter and Daisy's Book for Mental Health Professionals SEMINARS CALENDAR CONTACT	Consultation "Good process leads to good outcomes" The emerging field of Financial Psychology is quickly gaining ground in academia, the mental health fields, and the field of professional financial planning. Peter Cole, LCSW, ChFC brings expertise as both a mental health professional and professional financial planner. Peter is an Assistant Clinical Professor of Psychiatry with the University of California Davis School of Medicine and brings many years of experience to Financial Psychology consultation. Daisy Reese LCSW brings to bear many years of experience as an individual and couples therapist and businesswoman. Peter and Daisy utilize the emerging body of research in the Financial Psychology field to provide their clients with quality consultation. Peter and Daisy are a married couple with five children. In Financial Psychology Consultation we address emotional and relationship/communication issues as they relate to finances. We help individuals, couples and families address the emotional issues that lay the groundwork for positive financial decisions. The kinds of issues we address include Financial Communication for Couples Identifying and Working through your Money Script Resolving Family of Origin Money Issues Intergenerational Issues around Stewardship of Family Financial Resources Resolving Family Financial Conflict We can help you with your money challenges. Schedule an appointment now to meet with Peter* * Daisy Reese does not provide financial planning advice. All financial planning is provided by Peter Cole in association with Securities America Advisors.
Securities offered through Securities America Inc., a Registered Broker/Dealer Member NASD/SIPC and Advisory Services offered through Securities America Advisors Inc., an SEC Registered Investment Advisor, Peter Cole, Representative. CA Insurance Lic #0D04931. Our representatives are licensed to offer securities products in CA, CT, GA, MA and WA and are licensed to offer insurance products in CA. Our representatives may only transact business in a state if properly licensed in that state. If you are not a resident of one of the above states we cannot provide individualized responses or follow up contact that involves the effecting of transactions until properly licensed in your state. Insight Financial and Securities America are unaffiliated.