Financial Therapy Collaboration For Financial Professionals
Help clients move forward when emotions, conflict, or avoidance stall progress.
Serving Oak Park, Chicago, & Virtual Across Illinois
Improve Follow-Through
Reduce Money Conflict
Strengthen Communication
Support Complex Decisions
You care about your clients’ well-being.
That’s why you’re here.
I help financial professionals support clients through the emotional side of money.
When Clients Feel Stuck
Even the best financial plan can stall when clients’ emotions take over.
You May Notice Clients:
• Struggling to follow through
• Avoiding decisions
• Conflict with a spouse/family
• Overwhelmed by inheritance/estate matters
• Anxious about the impact of decisions on family
These aren’t financial knowledge problems.
They’re human problems and they often require a different kind of support.
Hi! My name is Eric Vicens.
I’m a Licensed Clinical Social Worker and Certified Financial Therapist™ who specializes in helping parents navigate the emotional side of money.
I collaborate with financial planners, advisors, accountants, attorneys, and other helping professionals.
In my work, I’ve seen that financial decisions are rarely just about numbers. They’re shaped by emotions, relationships, and past experiences.
That’s where I come in.
I work alongside financial professionals, not to replace them, but to support the emotional and behavioral side of financial decision-making so clients can work through emotional barriers and follow through.
Think of me as part of your extended team—helping your clients move forward when they feel stuck.
How I Support You and Your Clients
I support the emotional side so you can stay focused on your expertise.
My role is simple: I help your clients move forward
I Can Help Your Clients:
Identify what’s keeping them stuck
Build confidence in their decisions
Navigate difficult family or partner conversations
Prepare for major financial decisions with clarity and emotional readiness
Align their financial choices with their values
What Collaboration Can Look Like
A few ways we may work together:
Professional case consultations for stuck or complex client situations
Ongoing communication when authorized and helpful to client goals
Integrated support services you can offer within your client process
Help clients articulate concerns, fears, or goals more clearly
Identify emotional or relational barriers impacting financial progress
Co-host workshops, webinars, or educational events for your audience
Collaboration is always guided by the client’s consent and comfort.
Strengthen Client Relationships
When clients feel supported beyond the numbers, trust grows.
Offering emotional support can help clients feel:
Heard
Understood
Less overwhelmed
More confident moving forward
Where Financial Therapy Fits
Financial Professionals
You handle the strategy.
Financial Planners & Financial Advisors
Estate Planning & Family Law Attorneys
Wealth Managers
Accountants
Financial Therapist
I handle the emotions and conflict.
Focus on behavior, emotions, & decision-making
Supports long-term follow through
Helps clients navigate conflict, avoidance, and fear
Complements financial planning without replacing it
Other Ways I Help Your Clients:
Common Questions about Financial Therapy Collaboration
Still have questions? Reach out for a complimentary consultation or take a look at the FAQ page for more information about financial therapy.
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No. I don’t provide investment or financial planning advice. I focus on the emotional and behavioral side of money so clients can better engage with the plan created by their financial professional.
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With client consent, I can coordinate with financial professionals to better understand goals, identify barriers, and support follow-through. Collaboration is always guided by privacy, boundaries, and what the client is comfortable sharing.
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You won’t receive confidential therapy details. However, we can collaborate at a high level to support the client’s goals and address barriers to progress when appropriate.
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Clients who feel stuck, overwhelmed, in conflict, or unsure about financial decisions often benefit the most. This includes individuals navigating major life transitions, estate decisions, or relationship-related money challenges.
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Yes. Some clients begin with financial therapy and later build a financial team. When needed, I can help guide them toward appropriate professionals.