Financial Therapy! What, Why, When, Where & How?

Event Overview

Date: Wednesday, April 30, 2025
Time: 7:30 AM – 9:15 AM
Location: Orinda Country Club
315 Camino Sobrante, Orinda, CA 94563

What exactly is Financial Therapy—and why is it becoming essential in today’s wealth management landscape?

Join us for an engaging and interactive session with Elana Feinsmith, CFT™, CFP®, CRPS®, as we dive into the world of Financial Therapy and how it strengthens client relationships, uncovers hidden money dynamics, and complements the work of financial professionals.

Whether you’re a financial planner, advisor, or part of a wealth management team, this event will leave you with practical insights you can apply right away.

What You’ll Learn

• What Financial Therapy is—and what it isn’t

• How it complements traditional financial advising

• Myths and facts about the field

• Why Financial Therapists can be key players on your referral team

• Real-world case studies and client outcomes

• When and how to refer to a Financial Therapist

• How to find the “best fit” Financial Therapist for your clients

About the Speaker

Elana Feinsmith, CFT™, CFP®, CRPS®
Founder, Oak Financial Coaching

Elana Feinsmith is a Certified Financial Therapist®, Certified Financial Planner®, and Chartered Retirement Plans Specialist® who has been guiding clients since her early days at Charles Schwab in 1997. Through her firm, Oak Financial Coaching, she helps individuals and families reshape their relationship with money and improve their financial outcomes.

Her approach integrates financial therapy tools, practical planning expertise, and deep personal insight. Elana holds a Certificate in Personal Financial Planning from UC Berkeley Extension, a Certificate in Financial Life Planning from Golden Gate University’s Graduate School of Business, and is a graduate of the Cornell University Hotel School. She is also a Certified Grief Educator.

Elana lives in Sunnyvale, CA, with her husband, and is the proud parent of two college students.
Learn more at: www.oakfinancialcoaching.com

Who Should Attend

• Financial Advisors

• Wealth Managers

• Estate Planning Attorneys

• Therapists and Coaches

• Anyone looking to better understand the emotional side of money

Reserve Your Seat

Don’t miss this opportunity to expand your toolkit, enhance your client relationships, and deepen your understanding of how emotions and money intersect.

Register Now