Our story
Willowpoint Mind & Money began with a simple question: what if learning about money felt like journaling under a warm lamp—slow, honest, and free of judgment? We stitched together research from behavioral economics, clinical insights from financial therapy, and the gentle accountability of reflective practice.
Today, our catalog serves two groups: individuals seeking steadier habits, and advisors/coaches who want kinder, more effective conversations with clients. Our stance is humble: education helps, but change takes time. We offer tools, prompts, and community—not promises.
Mission
Help people and professionals build calm, confident money behaviors using evidence-informed teaching and reflective rituals.
Values
- Kindness over shame
- Clarity over complexity
- Practice over perfection
- Science over speculation
What we don’t do
We don’t make financial guarantees, push hot tips, or rely on urgency. We teach, you choose the pace.
Team
Leads curriculum design. Focus: habit formation, motivation interviewing, and bias mitigation in everyday choices.
Former planner. Teaches gentle scripts for tough conversations, values alignment, and client follow-through.
Synthesizes behavioral science and tracks learning outcomes to keep us grounded and honest.
Where to start
If you’re new, begin with a short bias lab and a weekly journal. Advisors often start with a live cohort for accountability.