Background
Ashley Agnew combines her expertise in behavioral science and financial therapy to help clients navigate and communicate more comfortably around money to be the champion of their own financial story, personally and professionally.
Over a decade in wealth advisory, addressing the ways we feel financial stress amid busy lives became increasingly important to the client families she engaged. Luckily, Ashley worked with a boutique firm that supported a human-first client relationship as well as her desire for continued education in the up-and-coming area of financial therapy.
Following the completion of her Master’s degree in Global Finance from Bryant University, Ashley continued to refine her skillset in earning her FINRA Series 65 investment advisor representative license, her graduate certificate in Financial Therapy from Kansas State University along with additional specialized therapy trainings, and her End of Life Doula certification through the University of Vermont. To better serve her entrepreneurial clients and board commitments, she also completed numerous workplace and behavioral organization courses as well.
Currently serving as a Behavioral Scientist for a large national wealth management firm, Ashley is also an active board member and past president of the Financial Therapy Association, the leading credentialing body in the field. Outside of work, she volunteers with a local VNA hospice program, coaching in a local girls athletic league, and leading a Girl Scout troop when she is not with her family on a course, court, or mountain.
“Financial communication for professionals is about more than investments and profit; It’s about safety, peace of mind, and moving in the right direction.”
-Ashley Agnew, CFT
consulting for service professionals
Ashley Agnew offers personalized financial communication consulting to help clients across a wide array of professions. Gone are the days when financial conversations happen in the accounting office alone. Any professional expected to provide support during life changes adds greater value when they are able to confidently address situations compassionately yet with the confidence of trust and progress. Ashley provides financial communications consulting to estate and family law attorneys, tax professionals, medical professionals, business owners, and individuals looking to increase their value as well as customized group workshops and keynote speaking engagements.
“A safe space, dedicated time, and trusted guidance can make a world of difference when you are ready to commit to the health of your personal interior finance and those it impacts.”
-Ashley Agnew, CFT
Financial therapy for individuals and families
Financial therapy sessions with Ashley Agnew provide a safe space to explore your relationship with money both individually as well as with your loved ones. Ashley specializes in guiding discussions surrounding intergenerational wealth transfer, legacy planning, feelings of financial security, net worth identity, and more while incorporating elements of financial literacy based on client interest and need. In addition to benefiting individuals and coupleships, these are also valuable sessions for parents and children, even friends dealing with changing social status.
Kindly note financial therapy sessions are not meant to diagnose nor prescribe medicinal solutions. Space is limited. Insurance not accepted.
recent contributions
Book: Becoming a Financial Therapist: Journeys into Healing, Money, and Meaning. Khara Crosswaite Brindle, Ed Coambs.
Textbook: Personal Finance: A Step-by-Step Guide to Financial Freedom. Kristen Carioti.
Article: Navigating Conversations About Inheritance and Money. Business Insider.
Ashley Agnew, CFT, EOLD 