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Executive Services

Financial Planner

ContractPartner practice Fort Worth clinic or remote
Financial planning consultation at The Trinity, household money guidance as part of whole-person wellness, Fort Worth Texas.

Family and household money work as part of healing, because financial stress sits inside most of the problems that walk through our doors.

The work

Money is in the room in a majority of couples sessions and almost every divorce. The practice has a financial planning page and a booking flow, and refers into it whenever finances surface in therapy.

This is a practice of your own with a referral stream attached, not a salaried seat.

What you bring

CFP or equivalentOwn licensing and insuranceFamily finance experience

The focus

Household budgetingDivorce financesDebt and recoveryFamily planningReferral work

What the house provides

  • Native online booking with deposits and card on file
  • Your own calendar, your own pricing, your own brand
  • A service page in the practice's storefront
  • Cross-referrals from the clinical team
Read about Financial Planning