Our Trusted Referral Partners

At Koru Financial Therapy, we believe in a holistic approach to financial well-being, one that goes beyond just the numbers. To support your journey toward financial growth, strength, and peace, we’ve carefully cultivated partnerships with professionals who align with our values and share our commitment to your overall wellness.

On this page, you’ll find a selection of trusted partners whose services complement the work we do in financial therapy. Whether you’re seeking guidance in areas like financial planning, career coaching, or wellness practices, our partners are here to provide the expertise and support you need.

Why We Partner

Each partnership is thoughtfully chosen to ensure that the services offered by our collaborators align with our core mission of meeting you where you are on your financial journey and empowering you to navigate financial transitions with confidence and clarity. These partnerships allow us to connect you with professionals who specialize in areas that enhance your financial journey and have good social-emotional skills, helping you build a balanced and fulfilling life.

How Our Partners Support You

Our partners offer services in areas such as:

Financial Planning & Coaching

Professional advice on budgeting, investments, and long-term financial goals.

Career Counseling & Life Coaching

Support during career transitions, helping you align your professional life with your personal values.

Health & Wellness

Resources for physical well-being that strengthen your overall financial resilience.

**We do not receive compensation for referrals, and each partner is independently vetted to ensure that their values and practices align with ours.

Transparency and Client Choice

While we’re happy to introduce you to these trusted professionals, your participation is entirely voluntary. You are always in control of the decisions that shape your financial and personal life. Our partnerships are here to provide options that may benefit you on your path, but the choice to engage with them is yours.

If you have any questions about our partners or their services, feel free to reach out to us. We're here to help guide you toward the right resources for your unique needs.

Referral Partners

  • Behavioral Health Logo I Financial Therapy Partnerships in California I Support for financial trauma I support for financial anxiety I 90265 I 90402 I 90210

    Samantha Spangler, Research and Evaluation Consultant

    Expert guidance on how to use data to improve behavioral health and health equity.

  • Financial Logo I Couples financial counseling in California I Money Management I Financial Caregiving I 95762 I 95671 I 95742

    Syeda Nasira Iqbal, Certified Financial Planner at Nasira Financial

    My passion is to coach people holistically in their personal finance journey by understanding their values and purpose in life.  

  • Big Love logo I Financial Therapy in California I Support for financial caregiving I Support for financial infidelity I 94970 I 94957 I 94024

    Michelle Walsh, My Village Well Founder, Community Builder & Coach

    Our mission at Village Well is to cultivate a generous and uniquely dynamic sense of community, while honoring the inclusivity of diverse faiths, genders, ethnicities, and socioeconomic backgrounds.

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