Financial Therapy for Financial Independence in California

Financial Independence (FI) generally refers to a state in which an individual or household has accumulated enough wealth and financial resources to sustain their desired lifestyle without being dependent on employment or traditional sources of income. In other words, financially independent people have the means to cover their living expenses and achieve their financial goals without having to rely on a regular job or paycheck.


Key Principles of Financial Independence


Client Scenarios

Here are examples of clients seeking financial independence who would benefit from Financial Therapy.

Denny

Denny is in his late 20s and has been working for approximately 10 years for a company with a vested pension plan. He also contributes to a separate 401k. He is single and is 7 years into his 30-year mortgage. He has recently been hearing about Financial Independence, specifically, early retirement, and is wondering how this could apply to him.


Bonnie

Bonnie is in her late 30s. She has about $16,000 left on her student loan. She has been paying down her loan over the last 10 years as it had low interest rates.  Her annual income is $80,000. She had a house but sold it as she moved to geographical areas. She has money available for a down payment and has some in retirement but she would like to explore financial freedom. At present, she feels overwhelmed, anxious, and unsure of how to successfully steer her financial life path.


Financial Independence Financial Therapy in California

Koru Financial Therapy can help achieve Financial Independence

Koru Financial Therapy combines financial advice with therapeutic techniques to help individuals and couples navigate their relationship with money. It can be a valuable resource for those seeking financial independence by addressing the practical and emotional aspects of money management. Here are ways in which Koru Financial Therapy can contribute to the journey toward financial independence:

Contact Us

Hours
Monday, Tuesday, Thursday
10am–6pm

Phone
(916) 234-6733

mariah@korufinancialtherapy.com

Calls or emails will be returned within 24 hours during business days.

Services

  • In-person

  • Nature

  • Walk & Talk Therapy

  • Online