Consulting

I help professionals experience sustainable growth in their businesses by supporting them in cultivating deeper relationships with clients. I have a network of colleagues I consult with such as Investment Advisers, Financial Planners, and Real Estate Agents on ways to add more value to existing clients, which not only translates to a loyal and satisfied client base but also generates higher referrals.

consulting
Consulting

Who do I collaborate with?

Whether you are an organization, a corporation, a small business, a professional or an entrepreneur, I work with you if:

  • We share the vision of wanting to empower clients on the path of financial health and wellness
  • We share the strong values that shape how we show up in the world and how we conduct our business

If you want to go quickly, go alone. If you want to go far, go together.

Organizations

I am the in-house Financial Therapist at Conscious Economics, a non-profit organization on a mission to create meaningful connections between diverse creative and corporate communities, by using mindfulness, nature, financial therapy, and art as tools for systemic change.

In my partnership with them I offer:

I can transform a transactional business into a relationship-based, mission-driven & purpose fueled enterprise.

Professionals

I help professionals experience sustainable growth in their businesses by supporting them in cultivating deeper relationships with clients by adding Financial Therapy to their offering.

I have a network of colleagues I consult with such as

  • Investment Advisors
  • Financial Planners
  • Real Estate Agents
  • Insurance Advisors

In infusing my holistic approach with your work, you add more value to your existing database, which not only translates to loyal and satisfied clients but also generates higher referrals. Using my unique hybrid approach, I can transform a transactional business into a relationship-based, mission-driven & purpose fueled enterprise.

CUSTOMER

TESTIMONIALS

Being a part of the Date Your Money program has allowed me to think beyond my own set limitations. I am now on my way to not just dreaming about the possibilities, but also materializing those dreams. Aseel has given me the tools and necessary steps towards understanding my present identity and creating a new one that is a much happier and joyful version of myself. For years I had been struggling with my past and underlying insecurities that I had unconsciously built and she has been such a blessing in allowing me to uncover my past and forge my truth for the present and future. I would recommend her to anyone that would benefit from her because she helps not only with your financial identity but also with your human identity and condition. She is truly an amazing human being and inspires those she touches with her gift.

Lissette Blandon
Individual Financial Therapy Client