The Human in the Helper: I was going to be resentful and hateful of the field

Alex loves traveling, his husband, and his fur babies. He’s known within his community as a committed mental health leader, dedicated group practice owner, and compelling TEDx speaker. Most importantly, he embodies a genuineness and passionate energy you don’t often see when working within hardened systems that focus on significant trauma and addiction. Seeing how much he’s accomplished in the past few years, it may surprise you to know he was starting to lose his passion and soulful work to the burden of busyness. “It was consuming me,” Alex shared.

 

Alex describes an imbalance where work was the top priority. He was fielding calls, putting out metaphorical fires, and always having to check his phone for issues, even while on vacation. “I didn’t look forward to coming home [from vacation]. I was stressed at the thought of coming home.” Alex knew something had to shift, but he felt he was committed to his group practice’s growth and goals for the next few years. His spouse described the agency as Alex’s baby, taking his full attention and energy since it was still in an infancy stage of growth.

 

“That hurt to hear him say,” Alex said, “but it didn’t cause a pivot.” At least, not yet. Alex had been considering a career adjustment for almost two years before he hit his limit. “I was in Oregon on a ropes course and had dislocated my shoulder,” Alex remembers. He recalled how he noticed he was attempting to talk himself into pushing through and finishing, all while in immense pain. “I asked myself, who do I need to prove myself to? Tapping out is okay.” Then Alex felt a flood of emotions as he realized this urge to keep going and pushing through was part of his experience as a group practice owner. He had finally come to a decision, it was time.

 

Although his community saw the end result as an announcement to close his agency, Alex disclosed several factors that influenced this pivot away from group practice ownership. “I want my husband to be my top priority. I want to do soulful work again. If I didn’t pivot, I was going to be resentful and hateful of the field.” Alex reflected on how his five domains of self—something he presents on often within his community—were suffering under the experience of too much busyness. “Now I’m paying attention to what feels in alignment with my values.”

 

Alex shared that although he’s grieving the change, it’s a joyful process to see the meaningful differences in his day to day life. “I get to work and do something I love and spend time with my husband.” Alex doesn’t want to live with regrets, especially as he helps his spouse navigate a recent decline in health. “I’m not going to compromise who I am as myself or for my husband for the profession.” In other words, Alex is embracing a shift towards prioritizing relationships and health over work.

 

A pivot in practice ownership is something Alex wants to normalize for his colleagues. “You don’t owe anyone any explanations. You don’t owe it to anyone but yourself.” Alex went on to describe that pivoting is a normal experience as priorities in life change. How do you know if you need to pivot? Alex has a suggestion. “Imagine you are on your death bed. Will you be happy with how things are now? Or will you have regrets? You can pivot!” Alex doesn’t want to feel like he has ignore warning bells when things are out of alignment, and he doesn’t want other clinicians to respond this way either. “Notice what you are saying to yourself. To tap out is okay.” In support of balance, Alex plans to continue to speak and consult on burnout and soulful work with other helping professionals. It’s a way he can give back to the profession without burning out, which is something he hopes to inspire in colleagues on their own path of self-discovery as well.

Things happen to us as humans, even as we support our clients as professional helpers. Do you have a story you want to share the mental health community? Email us at croswaitecounselingpllc@gmail.com to learn more about the Human in the Helper Series!

Seven Steps to Changing Your Business Name as a Therapist

It can feel like a stressful process to change your business name, much like it can feel overwhelming to change your last name. What steps do you need to take? What order should you take them? What are you forgetting? Since I’ve experienced both a business name change and last name change, I wanted to share some steps to make the business name change that much easier for everyone else to navigate as private practice therapists and small business owners.

 

Step 1: File a request to change your business name with the IRS. You will get an updated EIN letter reflecting the same EIN and new business name, which will be used to submit changes to other organizations electronically.

 

Step 2: Change your business name with your business filing in your state. Here in Colorado, it’s the Secretary of State where you can login and request an update, found in the same portal as your annual business filing requests.

 

Step 3: Complete forms and/or notify insurance panels of the name change. This could take weeks to months to update, which if they are writing you checks, could become a problem if not tackled just so. Don’t forget to update your CAQH profile at the same time since insurances will cross check that!

 

Step 4: Update your EHR to reflect the name change in your consent forms, your disclosure, your scheduling tool, and your practice information. Notify your clients of the name change in writing so they don’t get confused.

 

Step 5: Update your bank information to reflect the new business name. Oftentimes this requires an in-person meeting with a banker at your bank to provide the documentation required to make the change. When you schedule your appointment, confirm what you need to bring to make the meeting as efficient and painless as possible.

 

Step 6: Notify your professionals of the name change, including your biller (if you have one), your accountant, your financial advisor, your tax person, your practice lawyer etc. Notify your malpractice insurance so they can re-issue your insurance for the updated practice name.

 

Step 7: Update your marketing materials. This includes:

-Your website

-Your logo

-Your social media accounts

-Your Facebook business page

 

Now you are ready to announce the change to your community! Even though there is excitement in the change, it can also feel daunting, especially knowing that not all of these steps will go smoothly. Give yourself some grace and a significant runway to implement all the changes before announcing it officially. It can feel like a long process to get everyone up to speed on the new name, however once it’s done, the excitement of pivoting will return, allowing you to look forward to the next meaningful chapter in your business!

The Human in the Helper: My lips were purple

Liliana loves to take her morning walks. She’s usually accompanied by her fluffy white dog, a loving companion as they take in the vast beauty Colorado has to offer on various trails. Yet the serenity and meditative quality of her walks was disrupted five months ago. “I got off the plane and was dizzy. I thought that they didn’t decompress the plane properly.“ Liliana described ignoring her body’s messages as she attempted to resume life at home after traveling. She felt tired but didn’t think anything of it, laying down after her meetings one day to take a nap. “My son took me to the hospital because my lips were purple and I was struggling to breathe in my sleep.”

 

Liliana collapsed in the Emergency Room, and was rushed into treatment and emergency surgery for a pulmonary embolism. “I can’t take this life for granted, I don’t know what could happen next.” That was three months ago. Liliana has since learned that her medical crisis didn’t have a clear cause, which adds to the frustration she feels for herself and her family. “I have to take things one day at a time. Some days I need to rest or I need oxygen. Other days I feel good.”

 

Although this event holds medical trauma Liliana is still working through, it isn’t her first medical crisis where she’s had to rework how she operates. Liliana was diagnosed with thyroid cancer while pregnant with her son. “I had been conditioned to push through, to go-go-go.” Now she says she’s changing up how she works for herself in private practice. “Everything goes around medical appointments or how I feel that day.”

 

When asked how she’s coping with this significant life change, Liliana shared she’s embraced her love of writing. “I write poetry. I take time to write. I had to write. It helps me tune into my body.” Liliana described a recent experience with a spa service where her body said no. “I told the technician that it was a no-go, and started to cry as soon as I was outside. I didn’t know why.” So Liliana went home to write. Her body remembered something and was attempting to protect her, even though her mind couldn’t remember. “I’d passed out, I couldn’t remember all that happened in the ER that day.”  Her doctors later filled her in, stating she’d had a near fatal experience.

 

Although medical trauma can be heavy, Liliana wants colleagues to know that they can adapt. “Have a plan and be prepared to pivot as well.” She’s doing this herself when scheduling speaking engagements, consultations, clients, or new supervisees. “I’m up front about having a medical condition that looks like a disability. I let them know there’s a possibility of a pivot if my body says no.” Liliana says her community has been understanding and flexible. She offers referrals to anyone who needs more consistency than she can offer right now at this time in her life.

 

“I’m embracing my humor,” she shared. “I’m taking in all these things I didn’t think I’d notice.” Liliana is describing her increased mindfulness and gratitude practice after her medical crisis. She named being able to walk, to work, to do what she loves as gifts in her life. She also identified an aspect of surrender into the unknown. Pivots and changes to her schedule can feel like a daily occurrence. Liliana is approaching life with immense gratitude and intentionality. We know others can do it too. Whether it’s found within client work or through daily walks in nature, anyone can adopt this mindfulness practice in support of their health and well-being. 

Liliana’s latest poetry, shared with permission.

 It’s hard…body.  by Liliana Baylon

It’s hard to listen to you, body. 

I was conditioned to ignore you. 

To not trust you. 

To rely on others to diagnose you. 

Yet, you keep insisting. 

And I keep pushing through. 

Have patience with me! 

Is hard work, what you are asking of me! 

I’m getting to know you, 

To learn from you, 

To lean on you, 

To be curious about you, 

To recognize what you are asking of me, 

To understand what you are feeling, 

To answer your call. 

Keep talking to me. Keep insisting, please! 

Teach me what I need to learn. 

Keep being patient with me. 

I’m learning from you. 

Things happen to us as humans, even as we support our clients as professional helpers. Do you have a story you want to share with the mental health community? Email us at croswaitecounselingpllc@gmail.com to learn more about The Human in the Helper Series!

Five Favorite Books in this Family for 2023

As a new mom, I love gushing about how much our daughter loves books. At 18 months, she willingly sits through a dozen books at a time, and enjoys turning the pages or pointing out details. As you can imagine, this means we go through lots of books multiple times in a week. Here are the top five favorites she’s enjoying in 2023, that also have my stamp of approval as a mom and mental health therapist!

 

When a Donut Goes to Therapy. How could I not like a cute little book about a donut who goes to therapy when I’m a therapist? With rhyming and adorable illustrations, it captures the nerves of seeing a therapist for the first time, the therapeutic work, and the graduation when therapy is done, which is also an important part of the process. Bonus points for terms and resource written for both youth and parents at the end!

 

 

Reverie, I Believe in Me. Gifted to my daughter by a family member, it does double duty of having cute unicorn illustrations and supporting entrepreneurship in women and girls. As a serial entrepreneur myself, I enjoy the messages of 1) try things that bring you joy, and 2) believe in yourself. Putting in the work can have positive results, which rings true for a lot of entrepreneurs starting new projects or innovations. Did I mention it has a female entrepreneurial unicorn? Sold!

 

 

Zen Pig: The Art of Gratitude. A cute little free book we got in a bundle, it was published in 2021. The watercolor illustrations are peaceful and the messages of mindfulness and gratitude are conveyed through the rhyming and pacing of the book. My daughter and I are happy to read it over and over because of it’s simplicity and heartfelt message, which comes through clearly without getting lost in being wordy or lengthy.

 

 

Made for Me. Selected for Father’s Day, there are several things to love about this book. First, it depicts a larger bodied parent in support of body positivity. Second, it shows a dad as the active and primary parent, possibly a solo parent! Third, the child in the story is gender neutral, which feels intentional and is appreciated by me as a reader. Shout out to the author being a dad of several children, the rhymes and loving illustrations made this book a quick favorite in our household.

 

 

How I Met My Monster. I can’t recall who gave us this book, but our daughter gravitated to it once she could turn pages on her own. The clever spin on each kid finding their best fit monster to help them stay in bed and sleep also takes some of the scariness away for kids who might have fears of monsters under their bed at night. As part of a series, I’m looking forward to checking out the other three books. The vibrant colors and fun characters make it a delightful read, with my spouse enjoying this book as much as our daughter thanks to the silly voices I deploy as we read it aloud!

 

 

What should we read next? I welcome your recommendations as we continue to devour tons of books with our little, avid reader!

The Human in the Helper: Long COVID changed me as a person and as a therapist

Amanda likes to dance in the rain, enjoys live music, and prefers to be barefoot in the grass. With her love of dogs and nature, you might be surprised to learn she used to identify as a workaholic. “I’ve always worked two to three jobs at a time. I was in flight mode.” Amanda is describing the go-go-go of the hustle culture so many of us embraced after graduate school. “I felt like I’d been hit by a truck leaving grad school, I felt so unprepared.” Now Amanda chooses to see 3-4 clients a day in private practice to support rest and health, although the journey to this current pace of life was unexpected.

 

“I had a full time job, a small private practice, and was supervising a team,” Amanda shared. Then she got COVID-19 in May of 2020. “I was bedridden for the first five months of my 3.5 year healing journey.” Amanda describes being dizzy and fatigued most of the time, having to close her private practice and work her full time job from her bed. “I took calls laying down. I did supervision on the phone laying down. I did zoom meetings laying down.” Amanda could only sit up for an hour at a time and developed new symptoms every month.

 

“My body wasn’t strong enough to push COVID out,” Amanda says. She was forced to slow down in order to take care of her health. “Being a COVID long-hauler stopped me in my tracks and I was forced to stop abandoning myself and attune to my needs. The road to recovery has been painful and defeating. It seems like when I take two steps forward, I then take 10 steps back.” Amanda quit her full-time job and reopened her private practice, pacing herself each day to avoid a health flare-up or crippling fatigue. She describes feeling pressure in the beginning to push herself beyond her limits or risk letting others down. Then she came to realize the importance of putting the oxygen mask on herself before putting it on others. Pacing to avoid a flare-up has been a difficult journey and full of sacrifices. Flare-ups can still happen. “I still wake up sick. Sometimes it feels like dizziness, other times like the flu.”

 

Yet, Amanda has learned so much having long COVID and has changed aspects of her life for the better. She is grateful to have the resources and support she needed for this significant change. Many COVID long haulers and others with chronic illnesses have lost jobs, spouses, housing, etc. “Others have not been as fortunate as I have been to recover to the point of being able to start their own business. This experience has made me acutely aware of the blessings I have been given and I’m determined to never take privilege, support, resources, and my health for granted again.” She says it helped her realign her priorities to health, nature, and family. It helped her slow down and engage in “being” more than “doing”. Her clients have similar experiences to her own, where she gets to help them find balance and unsubscribe to the hustle culture as well. “Clients want to know we are human,” Amanda shared. “Notice when your body says no,” she says, “ chronic illness has been so misunderstood. It made me a lifelong advocate and cracked my world open to many things, including how our society has unchecked ableism which can cause harm.”

 

Being present and curious about our urges to overwork or chase a dream is something Amanda wants colleagues to think about. “Doing our own work is so important,” she says. She suggests that noticing and honoring our limits make us better, as humans and as helpers. “Long COVID changed me as a person and has made me a better therapist,” Amanda disclosed. She has also benefited from doing her own work in therapy. She reflects that she may even been more emotionally healthy now as a COVID long-hauler than when she was a workaholic, which says a lot about how workaholism can cause harm. Amanda encourages colleagues to slow down and be present. “You’ll be a better therapist for it.”

 

 

Things happen to us as humans, even as we support our clients as professional helpers. Do you have a story you want to share the mental health community? Email us at croswaitecounselingpllc@gmail.com to learn more about the Human in the Helper Series!

Four Problems of Financial Gatekeeping

What is Financial Gatekeeping and what are the problems it brings to relationships? We first defined Financial Gatekeeping in June 2023 as “preventing a partner from having an active role in shared finances.” Financial Gatekeeping holds some similarities to Maternal Gatekeeping in that it feels one-sided, signifies one partner’s decision-making role, and has a negative impact on the other partner or the family system. Instead of mom’s refusal to allow dad to participate in caregiving or activities with their child, we want to explore the experience of refusing to allow a partner to participate in household finances. Let’s take a look at the problems Financial Gatekeeping can cause:

 

1.     It disempowers one partner

This challenge of Financial Gatekeeping probably feels pretty straightforward in that decision making resides with only one partner. This could look like one partner being solely responsible for the finances, such as having access to bank accounts or reconciling the family expenses each month. This could also mean that the one partner with access to finances makes all purchase decisions big or small, or is responsible for paying the bills for the family. Although there may be an initial agreement to have one person responsible for the finances in thinking it makes things “easier” on the family or couple, it prevents the second partner from having any autonomy or decision making for purchases they may find valuable or in alignment with the family’s goals.

 

2.     It prevents collaboration on shared financial goals

Shared financial goals are an important part of being a couple who has a healthy relationship with money, according to colleague and fellow Financial Therapist Nathan Astle. So how can we support shared financial goals? Financial Gatekeeping prevents goals from being formed because one person makes the decisions, possibly with minimal or zero input from their partner. That second partner may feel they don’t get a say, based on power dynamics, not contributing income to the household, or having a partner who makes more income than them, which can falsely serve as a justification for one person to continue making the decisions and setting the financial goals.

 

3.     It can lead to Financial Abuse

If one person continues to exert power over the other, this looks and sounds like Financial Abuse. Behaviors that can embody Financial Abuse include things like having one partner require permission from the other to spend, restricting their access to bank accounts or shared income tools, giving them a limited amount of money or allowance for the things they need, or requiring all purchases to go through the partner who holds all the power and control over household finances. It’s an unhealthy dynamic with increased possibility if Financial Gatekeeping is occurring in a couple or family.

 

4.     It reinforces negative money beliefs

For the person who is disempowered and restricted from financial decision-making, the messaging they receive from the experience of Financial Gatekeeping can reinforce their negative money beliefs. Perhaps they already have money beliefs like:

 

I’m bad with money

I can’t be trusted with money

I make poor decisions with money

I spend too much money

 

Having a partner or spouse enforce Financial Gatekeeping can then amplify these negative beliefs about ourselves, making it that much harder to have a healthy relationship with money.

 

If you feel like you are stuck in a pattern of Financial Gatekeeping with a partner, the good news is that things can change for the better. Perhaps you start with your own money healing to explore any anxiety or beliefs that could be driving your behaviors. Maybe you engage in couples work around money to increase your connection and communication with one another. Or maybe you start with a mini money date to identify a shared goal you can work on together. Financial Gatekeeping doesn’t have to stay a part of your partnership and money, it can evolve into something empowering to both partners with some intentional work and motivation to change!

Exploring Secondary Income versus Passive Income in Private Practice

Many mental health professionals are exploring additional income streams. Whether it comes from a place of wanting more freedom, supporting burnout prevention, or a desire to have greater flexibility than seeing 20-25 client per week, diversifying income is an important consideration in a successful, balanced private practice.

So let’s talk about passive income versus secondary income. Passive income is something that once launched, makes you money without much effort. Things like:

 

Book sales

Digital downloads

Online courses

Digital workbooks

An App

 

Secondary income is a bigger bucket of possibilities, but they also take time to build, effort to maintain, and require time allotted to produce regularly, meaning a more significant shift in your client schedule to avoid feeling overextended. Things like:

 

Professional training and workshops

Professional speaking

Podcasting

Radio show

Online merchandise or swag*

Retreats

Hosting conferences

Group practice

Video series

Group therapy

Intensives

Supervision

Consultation

Online memberships*

Teaching/Being a Professor

 

*Depending on how they are built, these could become more passive

 

Why should we talk about both passive and secondary income streams? As someone with 16 current income streams, the differences and options within private practice matter! For colleagues who connect with me in consultation on this piece, they want to work less so they are seeking passive income streams. Which is great, I’m all about it! And perhaps they are surprised to hear that it can take 4-5 years to see the passive income really flowing well, where additional effort or time isn’t required to maintain them. So then we start to look at secondary income streams together to make a faster, satisfying shift in their money story, with momentum towards a passive income stream in the near future. The ability to bring in additional income is an important skill in business, and thus a skill to master in private practice as well.

 

Want to know one question (of many) that I ask colleagues in these types of consults?

 

What’s one pain point for your clients that you already address?

 

Pain point being defined as an area of hardship, difficulty, or discomfort. Seeking a solution. Is the thing you do (exercise, skill, tool, technique) replicable and scalable to a larger platform for increased reach and income? Let’s talk about it in a consultation!

 

Both passive and secondary income have a place in the equation of private practice success. Honestly, my favorite type of consultation these days is helping colleagues identify their interests and passions and turn them into possibilities that generate new income. What’s holding you back from dreaming about these possibilities? Maybe you have ideas but aren’t sure how to implement them. With so many colleagues creating amazing things, you are closer than ever to finding your additional income stream(s). Reach out to one of us that speaks to what you are dreaming about. Before you know it, you’ll be one of the professionals showing others that diversified income is possible and maybe even necessary to avoid burnout in our field.

10 Tips for Aspiring Authors to Finish Their Book

As I navigate publishing multiple books—I’m working on number 7!!—there have been more questions from colleagues on the whole process. Here are ten tips to help other professionals bring their books from idea to reality!  Don’t forget to check out the videos of these tips on our Aspiring Authors playlist on YouTube!

 

1.     Identify Your Gift

You’ve heard this idea woven in other content from me, and it still rings as true as when public speaker coach Mari Geasair first presented it! Ask yourself, “what’s the gift I’m giving?” What do you want your reader to walk away with? What idea or concept can they learn from you? What is the call to action after reading your book? What do you want them to feel?

 

2.     Do your Research

First, researching other books out there that are similar to yours is important. Is your idea different enough to interest your audience? Do you have a new spin on something that folks would find valuable? Second, how old are the books out there? Is the market saturated with books on your topic, which wouldn’t bode well for a successful launch? Are the books available ten or twenty years old, ensuring your content would be well received by filling in the gaps? Is there an absence of information, which would motivate you to get your book out there as soon as possible?

 

3.     Make an Outline

Just like in elementary school, having an outline organizes your thoughts before putting pen to paper. It can help you start to see where information would be housed in sections or chapters, creating an intentional flow to your work. Additionally, an outline is oftentimes what a publisher wants to see included in your book proposal to consider your book and a possible contract. So although an outline may feel less than exciting to complete, consider it a roadmap of what you are writing, while also helping others see where you are headed in your book journey in order for them to give you an enthusiastic yes to publishing it!

 

4.     Create a Ritual

A personal favorite, what rituals can you create that you associate with writing? Are you wearing a particular outfit or pair of pants? Do you write in a specific spot to help your mind drop into the task of writing? Do you treat yourself to a coffee or listen to certain music when writing? Consider all five of your senses and how they can support a ritual that gets you into the groove of writing regularly.

 

5.     Set Time Blocks

What amounts of time do you need to write? Do you need several hours in one chunk? Do you need more breaks, like 30 minutes on, 10 minutes off? If you don’t schedule it, it doesn’t happen, so experiment with blocking out some times that are labeled “writing” or “my book” to see how that can motivate you.

 

6.     Talk About Your Book

I have had such valuable conversations when talking about my books to others. Notice their responses. Listen for their questions and assumptions, which could be transformed into content within the book. Odds are that if they have a question, so would your readers. So talk about it! It will help you flush out more things to include within your pages.

 

7.     Interview Other People

In alignment with Tip #6, interviewing folks can bring content into focus. Are there any themes or concepts from interviews worth capturing in your writing? Is it about highlighting a person’s perspective or experience, with their consent? Maybe you are trying to explore the lived experience of others, in comparison to your own experience as the author? Either way, I recommend interviewing folks to further clarify what content belongs in your book.

 

8.     Tell Stories

My favorite part of writing these days is the stories. Weaving them into each chapter can build trust and connection or teach a skill. Stories can illustrate concepts you are introducing to your audience, encourage ah-has, or be a reference point for later reflection as the reader. People remember stories and they like them, so it’s worth considering how you can use story within your book.

 

9.     Write the Easy Parts First

Aspiring authors can get tripped up on the idea of writing their books in order. Chapter by chapter, beginning, middle, end. This can lead to writers block if you start feeling stuck on one particular section. How about writing the “easy” parts first? Or the parts that bring you joy in the moment? The parts that feel more clear or the ones that are on your mind when writing this week? By giving yourself permission to write the easy parts first, you are also giving yourself permission to write things out of order, knowing you’ll piece it back together as an additional step later.

 

10.  Read It Out Loud

Some of you may cringe at this idea, but I promise you it’s an important tip for authors! Not only does reading it out loud help you check for grammar, punctuation, and flow, it also helps you check out if the content sounds like you. As an author, you are your brand. By reading it out loud, you get to ensure that it sounds like you and holds the tone you want to convey, especially if your aim is a conversational instead of academic voice. A bonus? Reading it out loud prepares you for any audio book recordings you may feel compelled to complete after the book launch! Audio books remain a popular option for readers, so having the practice of reading it out loud gets you one step closer to recording.

Are you feeling ready to write your book? Check out these additional tips from our ten amazing mental health professionals turned authors from our Virtual Book Fair this month!

The Human in the Helper: This isn’t something essential oils are going to fix.

Gabrielle shows up as vibrant, friendly, and personable, which serves her well as a mental health leader and Licensed Clinical Social Worker. She’s made quite the name for herself as an entrepreneur and consultant serving therapists and professionals around burnout and burnout prevention. With her passion, beautiful tattoos, and love of Zumba, it’s hard to believe she’s already experienced significant professional burnout in her career.

 

“I woke up one day and hated it,” Gabrielle shared. “My clients were no longer my ideal clients. I didn’t have the boundaries I needed. I kept hearing my own voice in my head say, ‘this is how it is.” But Gabrielle found out that things could be different. She was venting about how tired she was to a colleague in another industry one day. Their response? Sell your practice. 

 

“I found myself fantasizing about selling, but with the number we came up with, it didn’t seem worth the work.” At least at first. Gabrielle spoke to how she’d entered the mental health industry while working three jobs, and was subscribing to the hustle and grind culture of being a Millennial. “I believed that the harder I worked, the better it would be.” Which lead to burnout. Gabrielle recalls how she worked a job where she and her colleagues were expected to work long hours, take their work computers home, and come in on Saturdays or Sundays to get caught up.


Gabrielle then moved into private practice, rapidly growing into a group practice serving a community in need. She acknowledged that she built her business fast with the same drive of previous jobs and hadn’t worked on all of her own stuff as a person and professional. “This is what business ownership is about,” she told herself when she felt it catching up to her. Then she got the call to sell her business. “I had to ask myself, what do I want my life to look like?”

 

Gabrielle is a trailblazer in the mental health community by challenging the assumptions that success means a full private-pay practice or group practice ownership. “I have no regrets, this is alignment with my values,” she said of selling her practice. When asked what she wants other therapists to know, she shared, “you can create your dream life! There are so many options.” She warned against comparison to colleagues or listening to the ‘shoulds.’ She named how therapists have set high expectations for themselves, saying “we didn’t talk about the risks of burnout in school.”

 

When reflecting on her current roles of being a business and burnout consultant, Gabrielle shared a story of how an old job asked for self-care tools to be donated to their self-care room for employees. “This isn’t something essential oils are going to fix.” We have to agree.

 

To learn more about Gabrielle and how she can help colleagues and professional communities heal from burnout, visit her website at https://gabriellejulianovillani.com/

 

Things happen to us as humans, even as we support our clients as professional helpers. Do you have a story you want to share with the mental health community? Email us at croswaitecounselingpllc@gmail.com to learn more about The Human in the Helper Series!

Five FAQs of Financial Therapy for Mental Health Professionals

Photo by Joyful on Unsplash

Whether you are considering referring a client to Financial Therapy, or want to embrace Financial Therapy into your own work as a mental health professional, here are some common questions I get as a Certified Financial Therapist-Level I and Financial Therapy Supervisor!

 

1.     What is Financial Therapy?

Financial Therapy serves as a bridge between mental health and financial professional services like Financial Planning, working with a Financial Advisor, investments, and accounting. The role of a Financial Therapist, courtesy of Bari Tessler, founder of Financial Therapy is to support money healing (past), money practices (present), and money maps (future). Financial therapists are comfortable exploring the impact of money on relationships, emotions tied to money, and resulting behaviors, including thoughtful work with Financial Trauma. The goal of Financial Therapy for many is to have a better or healthier relationship with their money personally and professionally.

 

2.     Who can be a Financial Therapist?

If pursuing certification through the Financial Therapy Association, financial planners and mental health professionals are currently the two home disciplines applicants must come from. Other trainings are made available to a larger pool of professionals, including the Financial Social Work Certification, and The Trauma of Money training.

 

3.     Is Financial Therapy a private pay service?

For the most part, yes clients come into Financial Therapy as private pay clients. For mental health professionals who are also Financial Therapists, if the client is in a state where the mental health professional is licensed, they could bill insurance for a mental health diagnosis related to the financial therapy work, however it’s not common.

 

4.     How does a Financial Therapist get clients?

Since Financial Therapy is a growing industry, many Financial Therapists list themselves in the Financial Therapy Association online directory or market their services on their own website. Networking with financial professionals in your area can support a collaborative approach for clients you want to serve. Engaging in podcast interviews or blogs written for your ideal audience can also help potential clients find you.

 

5.     How do I get started as a Financial Therapist?

You’ll want to select a training that works best for you. Currently, both Financial Therapy Association and Financial Social Work offer online programs for certification. Financial Therapy Clinical Institute is also offering online courses for specific aspects of Financial Therapy, including couples and money, families and money, and Financial Trauma.

 

We are also fans of doing your own work to understand your edges and personal money story. This can mean engaging in individual Financial Therapy as a client yourself, participating in our 6 week online Momentum and Money course for mental health professionals (and cohorts for Financial-therapists-in-training), or seeking individual or group Financial Therapy Supervision.

 

 

Croswaite Counseling, PLLC currently offers regular Momentum & Money groups, monthly Financial Therapy group supervision, and provides Financial Therapy as well as Financial Therapy individual supervision to mental health professionals wanting to heal their own money story and/or serve clients in this role. Learn more and discover the best-fit service for you at https://croswaitecounselingpllc.com/financial-therapy