Find A Counselor
If you are interested in working with Karen McCall, please see "counseling with Karen".
Click on the "[read more...]" links to view the full profiles of our counselors.
California - Los Angeles
Lisa Gould
Los Angeles, CALisa has gone from being a self-proclaimed Balance Transfer Queen to a Financial Recovery Counselor. Afraid to call because of how bad your situation is? Don’t be. Lisa’s was probably much worse.
Having lived the life of a would-be client she can relate to whatever you are thinking now. Life experiences aside, she also spent 20+ years working in the finance industry prior to becoming a Counselor.
Together you’ll take a mirror to your money and get clarity about where you are right now. Then, with a little bit of work coupled with some hand holding and humor, she will help you readjust your financial compass and get you going in the right direction.
Lisa believes that proactively planning your financial life is one of the most powerful acts of love and self-respect. It has the power to change and improve all other areas of your life because money touches everything.
To quote Karen McCall –‘It never has to be as bad as it is today.’
Check out her website at www.lisagould.com, and call her for a free consultation (310)874-5939.
California - Marin County
Terri DeLangis
San Rafael, CATerri de Langis, ran a successful business for 15 years using the Financial Recovery(sm) process. She now helps others become more conscious of, and connected to, their money. Terri leads her clients into making more satisfying decisions about their money, helps them get out of the "money fog," and guides them to stay InSync with their values, goals and dreams.
Terri is proud to be the daughter of Karen McCall, founder of Financial Recovery Institute and author of Financial Recovery, developing a healthy relationship with money. (New World Library)
Terri has a San Rafael, California office, and does telephone counseling nationwide. You can contact her by phone at (415) 472-2938 or by e-mail at terri@insyncfinancial.com.
www.InsyncFinancial.com
Mary O’Mara MBA
Marin County, CAMary O’Mara MBA is CEO of Monetary Values, Inc. She became a Financial Recovery Counselor after working in the social services sector and seeing firsthand how many of the issues that faced people she encountered had to do with their relationship to money . Her approach is to bring her clients and audiences in touch with their VALUES. Through a process of alignment with their core values, they create a spending plan that supports their needs, wants, goals and dreams. Mary is available for one-on-one counseling, couples counseling, group presentations and public speaking.
Contact Mary at 415-259-8334 or mary@monetaryvalues.net.
Lauren Spelman
Marin County, CASage Financial Renewal
Lauren Spelman is dedicated to helping her clients transform their relationships with money. A successful business owner for over 20 years, Lauren transformed her own life through the principles and tools taught by the Financial Recovery Institute. She knows firsthand how greater clarity and a positive relationship with money can free one from certain spending and saving cycles, expand one's possibilities, and support positive choices.
Lauren brings keen business insight, vibrant enthusiasm, strong intuition and compassion to her financial counseling practice for individuals, couples and small businesses. She serves clients from her office in Corte Madera, CA, and also provides convenient telephone counseling nationwide. Partner with Lauren to begin your own path of transformation and renewal: Call her at 415-945-1800 or email lauren@sagefinancialrenewal.com or visit www.sagefinancialrenewal.com.
This counselor is available by phone.
California - Napa County
Resa Shore, M.B.A
Napa, CAResa specializes in working with women and self-employed clients. Her natural, practical approach and her insight into the emotional factors around money have given her clients optimism, clarity and the money management skills necessary to transform their relationship to money and live the life they want.
After starting her career in the corporate world, Resa ran a successful small business for two decades. She was inspired to use her business expertise and long-held passion for financial health to guide clients toward a more satisfying life without stress, confusion and anxiety around money.
Resa sees clients in her office in Napa, and by telephone nationwide. Visit her website for more information at www.yourmoneyhealth.com
Contact her via phone at (707)252-1423 or email at resa@yourmoneyhealth.com
This counselor is available by phone.
California - Berkeley/Oakland
Danielle Ray, MA, MFT
Integrative Financial CounselingBerkeley / Oakland, CA
Having been a psychotherapist for the past 10 years, Danielle Ray holds a firm belief that money and psychology cannot be separated. Money issues are where the symbolic/emotional meets the concrete. Realizing the limitation of solely working from a psychological perspective, she became trained as Financial Recovery Counselor. Her work is practical, intelligent, and informed by years of study and clinical practice. Though her financial recoverySM work is not therapy, you will likely find it transformational.
Danielle has an office in the Rockridge district of Oakland. To contact her directly call (510) 433-9991.
http://www.integrativefinancialcounseling.com/
This counselor is available by phone.
California - Santa Cruz
Kathy Fahmie
Santa Cruz, CAKathleen Fahmie, LCSW and Certified Financial RecoverySM Counselor, helps individuals and small business owners find freedom from fear, overwhelm, loss of control, and confusion about money. Sensitive to each person’s needs, Kathleen works closely with clients to increase income, plan and maintain a healthy spending plan, manage debt and savings, and make financial decisions that fit with their values. Kathleen works with clients face to face and by telephone. She has found phone counseling to be effective for people who prefer not to travel or who live out of the area. Kathleen can be reached by phone at 831-818-7699 and e-mail at kathy@kathleenfahmie.com.
This counselor is available by phone.
Colorado
Amy M. Carbone
Denver, COAmy Carbone is an experienced psychotherapist with an interest in money problems and money disorders. She trained with Karen McCall at the Financial Recovery Institute and is a Certified Financial RecoverySM Counselor. She draws from her experience as a psychotherapist to bring insight, depth, and clarity to the Financial Recovery process.
Amy enjoys working with people who are ready to take a more empowered approach to their money and their lives. Through the proven Financial Recovery process, Amy helps you build a solid, practical system for managing your finances, while at the same time exploring the underlying beliefs that have influenced your money habits in the past. The result is a level of clarity that can open new doors, not only financially, but in other realms of your life.
Amy also works with therapists and other clinicians who wish to improve their relationship to money. If you are a therapist or other health care provider, she will assist you in the business portion of your practice so that you have the clarity, organization, and income to sustain the important work of helping others.
Amy offers individual Financial Recovery Counseling in her Denver, Colorado office. For out-of-town clients, she provides Financial Counseling over the telephone. She offers an initial half hour consultation, either in-person or by phone, at no charge to you.
If you are ready to transform your relationship to money, call for an initial consultation at 303-883-9360
www.AmyCarbone.com
This counselor is available by phone.
Natalie P. Wagner
Denver, CONatalie P. Wagner, owner and founder of VitalFinancials, has focused her training in financial recovery counseling on personal cash-flow management. Her mission is to improve individual financial lives. She does this by working with individuals and couples on their income and expenses to help them align their financial lives with their values, dreams and goals.
Noting the expansive nature and influence of money, Natalie has a passion for how money works in relation to people and systems. In a grand sense, she helps her clients to use their money to complement their deep needs and wants, supporting an ideal life-style. Natalie focuses on clients in transition. She works particularly well with the clients of financial planners who aim to align their daily cash-flow with their long-term financial plans.
303-507-9250 nataliep.wagner@vitalfinancials.com www.vitalfinancials.com
Massachusetts
Jean Gran
NorthStar Financial CounselingHeath, MA
With her holistic approach, Financial Counselor and Educator Jean Gran guides her clients—individuals, couples and small-businesses— to create healthy, sustainable relationships with money from the inside out.
Jean brings a rare and powerful combination of professional credentials to Financial RecoverySM Counseling. She draws on her previous career as a Certified Public Accountant (CPA), as well as Life Coach and Psychosynthesis Counselor certifications. Jean’s broad experience supports her comprehensive, client-centered approach to financial counseling, an approach that truly works.
Jean guides clients step-by-step to:
- Find peace-of-mind by taking control of their money.
- Make empowered financial choices based on understanding their money history and emotions.
- Create a prosperous, fulfilling life by using money to support their values.
Schedule a complementary, confidential, no-obligation, half-hour consultation. Jean works with clients throughout North America by phone and internet. Learn more by e-mailing Jean@jeangran.com or calling 413-337-6611.
www.jeangran.com
This counselor is available by phone.
Nancy Rae Evans
Embracing MoneyRhode Island
Nancy has been assisting people in managing both their personal and business finances for nearly two decades. She is certified as a Financial RecoverySM Counselor by the Financial Recovery Institute and as a Financial Health Counselor by the National Association of Certified Credit Counselors. Her holistic approach helps her clients reconnect to their values so they can direct their money in meaningful and satisfying ways. They learn practical money management skills and identify emotional aspects of money that have blocked them from reaching financial success. Prior to her financial counseling practice, Nancy worked with business owners in managing cash flow for six years and as a mortgage professional for almost ten years. Nancy provides tele-counseling sessions to clients across the U.S.
Call 866-892-3610 or 508-369-1796 or visit www.embracingmoney.com
This counselor is available by phone.
Missouri
Steve Hasser
Saint Louis, MOSteve Hasser is a certified Financial RecoverySM Counselor with offices in Saint Louis, Missouri. He holds a B.S. degree from the University of Missouri and an MBA from the University of North Dakota. Steve is also a Certified Credit Advisor (CreditCRM) and has received the permanent Certified Cash Manager ('CCM') credential.
After his commissioned United States Air Force service, Steve's almost 30 years' financial industry experience includes commercial banking, banking school faculty, mortgage banking, consumer credit restoration and education.
Steve's experience as a small business owner benefits his entrepreneurial clients. He also speaks to business, community and church groups on topics such as debt, consumer credit and financial literacy. Please contact me at steve@stlmoneycoach.com
www.stlmoneycoach.com
This counselor is available by phone.
New York
Carrie Birgbauer
NY Money Coach New York, NY
Carrie Birgbauer, M.A. is a certified Money Coach and Financial Recovery℠ Counselor. With a background in education, Carrie is an authority on multiple intelligences and learning styles. Carrie was a client of the financial recovery process for two years before completing the year-long intensive counselor training program at the Financial Recovery Institute. Prior to becoming a money coach, she taught kindergarten for nine years, coached many seasons of tennis, volleyball and soccer and still runs an educational consulting and tutoring business. Carrie was an executive personal assistant, served as chief of staff for a high profile family in San Francisco, and traveled extensively in the United States, Central America, Australia, Southeast Asia, India, Scandinavia and Europe. She has been endorsed and published on Contact Talk Radio, WholeBody Talk Radio, Plum District and Education.com. Carrie has consulted for the AmeriCorps Vista Program and the Episcopal Diocese of Northern California.
Originally from Grosse Pointe, Michigan, she called San Francisco home for fourteen years until 2012 when she moved to Manhattan. As an undergraduate at Trinity College, Carrie played varsity tennis and squash. She majored in religion, with an emphasis on Buddhism, and minored in environment and human values. She earned a Cross-Cultural, Language and Academic Development multiple subject teaching credential and a master’s degree in Educational Technology at the University of San Francisco. In 2005, Carrie completed a 500-hour yoga teacher training program and attended a 10-day silent meditation retreat. Carrie serves on the alumni board of governors at University Liggett School back in Michigan, where the fourth generation of her family is in attendance. In her spare time, Carrie can usually be found on the tennis court, cooking and baking for friends, seeing live music, planning the next adventure on her MacBook Air or seeking peace of mind on the yoga mat.
Carrie can be reached by phone at (415) 577-3738 and by email at carrie@nymoneycoach.com. NYMoneyCoach.com
This counselor is available by phone.
Pennsylvania
Karen Polis
Follow Mantis Financial CounselingKing of Prussia, PA
Karen is committed to helping her clients live an authentic and fulfilling life. Guided by her knowledge of the Law of Attraction, Karen helps clients develop concrete money skills and form a positive relationship to money so they can envision and live the life they truly desire.
Karen received a double major from Emory University in Psychology and Art History. She has worked as a graphic artist and a home organizer and brings a blend of creativity and organization to her practice.
Appointments via telephone or in-person, (King of Prussia, Pennsylvania)
610-783-0195 Karen@FollowMantis.com
www.FollowMantis.com
“To ‘follow Mantis’ means to put that core aspect of yourself, a foundation of spirit, at the helm and let it direct your intellect and ultimately your life.”
This counselor is available by phone.
Washington
Mikelann Valterra
Seattle Money CoachSeattle, WA
Mikelann Valterra is on the faculty of the Financial Recovery Institute. She also runs her own company called the Women's Earning Institute which focuses on helping women overcome underearning. Mikelann speaks widely on this topic. Mikelann has maintained a private practice as a Financial RecoverySM Coach for over 15 years in Seattle, Washington.
To read about her private practice and watch a short video, go to www.seattlemoneycoach.com. She specializes in working with self-employed women in her private coaching practice, though you do not need to be self-employed to work with her. (To read her blog, go to www.savvywomenearning.com)
You can contact her at (206) 634-0861.
Jean Schneider
Abundance through Financial Awareness!Seattle, WA
Jean is drawn to financial recovery counseling because of her compassionate observation of the stress and disabling effects of money challenges on the lives of honest, kind and courageous people.
With 30 years experience in small business accounting and her desire to share her strengths in money management, she guides her clients through a proven Financial RecoverySM process, which incorporates the practical, the emotional and the spiritual.
This process offers the opportunity for added peace, reduced stress and an enhanced sense of freedom.
Jean finds her work extremely rewarding as she watches her clients reclaim their power, their hopes, and their dreams.
It is my intention to approach our work together with compassion and understanding while helping you develop confidence in your ability to create positive experiences with money, leading to an increased sense of financial independence and peace of mind.
Jean Schneider
www.MindfulMoneyManagement.com.
You can contact her at jean@mindfulmoneymanagement.com or 425-890-1783.
Telephone counseling includes online screen sharing.
This counselor is available by phone.
Adrienne Keith
Seattle, WA
Adrienne’s passion is helping couples as well as professional women get in control of their finances and feel good about their relationship with money.
Adrienne started her professional career as a family law attorney and mediator, working with couples and families who wanted to navigate their way amicably through divorce. She saw just how much stress that her clients, or their soon-to-be ex, felt because of financial uncertainty.
Adrienne became a financial recovery® coach based on her belief that the results could be invaluable for clients, helping them feel good about themselves and their lives. Her belief has been strengthened by her own experience successfully using the process in her law practice and personal life. Having “been there” as a self-employed person—struggling with financial decisions, running through cash reserves and running up credit card debt, and paying a major tax bill—she understands firsthand the unique challenges of being self-employed.
Adrienne’s office is in Seattle, Washington and she is available for telephone counseling. You can find her online at www.AdrienneKeith.com, or you can reach her by phone at (206) 522-5176.
This counselor is available by phone.
Canada
Anne Marie Ferguson
Clarity Financial CounselingNorth Vancouver, BC
For the past ten years, Anne Marie Ferguson has collaborated with entrepreneurs and small business owners to help them run their businesses more efficiently and effectively. In her work with a wide range of professionals, she has found that financial clarity is one of the keys to creating a successful personal and business life. As a result, Anne Marie has decided to focus her considerable skills on the realm of Financial RecoverySM counseling. Anne Marie has also been accredited by the Alliance of Cambridge Advisors as a certified paraplanner. She offers compassion, a calming temperament, solid business experience and excellent communication skills to her counseling clients. Anne Marie is experienced in working virtually and welcomes individuals and entrepreneurs throughout the United States and Canada.
Please contact her at (604) 971-2008 (North Vancouver, BC) or Anne @ ClarityFinancialCounseling.com to learn how bringing clarity to your personal and business finances can transform your life.
www.ClarityFinancialCounseling.com
This counselor is available by phone.
New Zealand
Jill Porter
Financial ClarityAukland, New Zealand
Jill is passionate about Financial RecoverySM Counselling, because she knows the difference it makes. Jill was, herself, an over spender.
"For at least twenty years I was into retail therapy, I was a shopaholic, I shopped ‘til I dropped, I lived beyond my means, I had lifestyle creep… It doesn’t matter what name you put on it, I was an over spender and regularly spent more than I earned.
I used to lie awake night after night, working out how I was going to pay my bills. I was an expert at juggling money between my accounts. I knew exactly when money would hit my account and where it was destined to go! It was a nightmare!
The Financial Recovery process really transformed my life. It freed me from the “money fog” and the stress of chaotic finances, and really opened my world to all the other opportunities that are out there, apart from shopping! I have now been debt free for 4 years and it feels amazing. My passion is helping others rid themselves of the money fog and escape the debt merry-go-round, once and for all. Then, they too, can know the benefits of Financial Recovery."
As well as her personal experience, Jill’s background in health and business means that she brings a unique skill set to her Financial Recovery practice. Jill’s business experience included working for several years in a global capacity, which enhanced her ability to work with people of many cultures and backgrounds.
Jill works with individuals and couples, either in her office in Pt Chevalier, Auckland or by phone or Skype anywhere in the world. She is warm, open and compassionate, whilst also being an expert at making sense of the numbers!
www.FinancialClarity.co.nz or +64 9 950 4318 or Jill@FinancialClarity.co.nz
This counselor is available by phone.
United Kingdom
Devi Grewal
London, UKDevi brings her experience as a small business owner and change management consultant to the holistic financial counseling process. She helps individuals understand their relationship with money, so they can gain control, clarity and confidence in their moneylife. The balancing of this important relationship forms a strong foundation which will bring lasting success to many areas of an individual’s life.
Devi’s close work with small businesses over the last 10 years gives Devi a deep understanding to the importance of managing money to meet individual needs as well as those of the business.
Devi works with clients all over the U.K by phone, she can be contacted on ++44 (0)208 866 7236 or email info@MoneyCoachUK.com or via www.MoneyCoachUK.com
This counselor is available by phone.
If you contact and work with a Financial Recovery Institute-trained Counselor listed on our site, you are holding the Financial Recovery Institute harmless from and indemnifying it against any and all claims that may arise as a result of the referral process, or the working relationship you create with your Counselor.


