Bridging the gap between financial planning and mental health.
ENLITE Community meets within a private Facebook group. Join us to engage in conversations about what mental health issues look like, sound like, and feel like when engaged in professional communication. You will receive tips on what to promote and avoid in your therapeutic approach to professional communication.
Hi, I’m Sonya. The face behind the screen.
As a catalyst for change, I bridge the gap between leadership and mental health so people are cared for holistically.
Throughout my career as a therapist and within the financial planning sector, I saw a need for professionals to learn from complimentary professions to become better leaders for their clients and their teams.
As a co-founder of the Financial Therapy Association, I have enjoyed the opportunity to build academic training in financial therapy and the psychology of financial planning through my former work at Kansas State University and now at Texas Tech University in Financial Health and Wellness.
I built ENLITE to further bridge the gap for professionals through personalized training and conversations. By recognizing what wellness looks like, sounds like, and feels like, we become more comfortable in our ability to effectively communicate when anxiety and conflict arise with clients and the teams we lead.
"Sonya is a pioneer in the practical application of behavioral finance. A rare combination of talent, empathy, and professional credentials she blends a unique, creative and insightful energy to her work. Simply brilliant."
Ted Klontz, Ph.D., Associate Professor of Practice @ Creighton University and co-founder of Klontz Consulting and the Financial Psychology Institute
Where do you start?
Have you learned a new psychology of financial planning concept during a webinar or conference and then find yourself back in your daily routine with nobody to talk to about implementing the idea?
ENLITE Community is designed to help you implement new concepts and learn more about the human side of financial planning.
Courses are available to provide the foundational skills.
LEARN MORE ABOUT ENLITE COMMUNITY OR BROWSE COURSES BELOW
Managing Client Conflict
Gain skills to navigate tense situations at work and at home. Become more confident in your ability to deescalate conflict at work and at home.
Love & Money
This course is for couples wanting to deepen their relationship with a focus on their financial future. Send your clients the link to register or enroll to strengthen your own relationship.
Group Discounts
Gain community while enhancing personal and professional development within your firm by enrolling the entire team in a course or by joining the Community together.
Teams of 5: Take 10% discount
Teams of 10: Take a 15% discount
Teams of 15: Take a 20% discount
Larger teams? No problem! Contact me for a bulk discount.
Contact me
Tell me about your needs to see if I am a good fit.
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