Hello, I’m Natasha, and I’m the founder of Alaphia Financial Wellness, which is a purpose and mission-driven holistic financial wellness service designed around the complex needs of older millennials and GenX professionals.

Alaphia is a unique practice that is based on three pillars: education, evidence-based therapeutic interventions, and robust financial planning. In my planning practice, I work with the whole person, not just the numbers. I approach personal finances by working with you around your inner finances – your core beliefs around money and their origins, your behaviours and your values, before planning for your exterior finances – your cash flow, taxes, retirement, and estate planning.

Financial therapy is an emerging transdisciplinary field of study. I studied financial therapy at the graduate level at Kansas State University. I currently serve as the business development chair of the Financial Therapy Association. What I’ve learned through the formal study of financial therapy, and my ongoing close work with other FTA members has completely transformed how I approach my work with clients as a financial professional.

Links:

• The Globe and Mail: How can spouses with different risk tolerances align their investments? Think broader, says this planner

• Forbes: How To Get Unstuck In Your Personal Finances

• Ellevate: How to Talk to Your Partner About Debt

• Ellevate: How to Eliminate Aspirational Spending

• Vox: Why you might feel the urge to overspend right now