Directory of Resources
Please note: It is the consumer's responsibility to check the credentials and qualifications of any professional from whom he may receive services. MORE Services for MOney & RElationships does not screen professionals or organizations, nor guarantee their qualifications or service.
BUDGET AND CREDIT COUNSELING AND SERVICES
New York Budget and Credit Counseling Service phone: (212) 675-5070
American Consumer Credit Counseling www.consumercredit.com
COUNSELORS, COACHES AND PSYCHOTHERAPISTS
Boston Area
Dr. Dennis Pearne - phone: (617) 484-0013 email: dpearne@aol.com
Dr. Pearne is a clinical psychologist who specializes in wealth counseling and family business consultation.
Chicago Area
Gary S. Shunk, LCSW - phone: (312) 368-8484 email: gary@wealth-psychology.com website: www.wealth-psychology.com
Gary is a Wealth Counselor and Executive Coach.
Hawaii
Brad Klontz, Psy.D. - phone: (808) 346-0605 email: btklontz@aol.com website: www.klontzcoaching.com
PO Box 529
Kappa, HI 96746
Milwaukee Area
Jessie O'Neil email: info@affluenza.com
Ms. O'Neill is a licensed counselor with a master's degree in psychology and counseling. She is also a certified experiential therapist, which means her background and training is in psychodrama. Ms. O'Neill is founder and director of the Affluenza Project.www.affluenza.com. The Affluenza Project offers: keynotes; corporate and therapeutic seminars and workshops; corporate and individual consultations; in-person and phone therapy; as well as information and other resources on affluenza, sudden wealth, and other money/wealth related issues.
New York City and Columbia County, NY
Dr. Trachtman is a clinical social work psychotherapist who specializes in treatment of problems people have relating to money and problems that money causes in their relationships to themselves and others. He is also the author of an article titled "The Money Taboo: Its effects in everyday life and in the practice of psychotherapy," which is listed in the bibliography section of this website. To find out more about him, read About Dr. Trachtman
Portland, Oregon, Area
Thayer Willis, LCSW phone: (503) 636-1179 email: thayerwillis@att.net A trained psychotherapist, Ms. Willis also works as a coach to help inheritors with the challenges of wealth. Her book, Navigating the Dark Side of Wealth: A Life Guide for Inheritors, was published in November, 2002.
Washington DC Area
Olivia Mellan phone: (202) 483-2660 email: om@moneyharmony.com Ms. Mellan is a psychotherapist who has written books including Overcoming Overspending and Money Harmony
Western Massachusetts
James Grubman, Ph.D. phone: (413) 775-0557 e-mail: jg@grubman.com Dr Grubman is a clinical psychologist and neuropsychologist specializing in the interface of wealth counseling and the medical crises that can precipitate stress in families. He consults to individuals and families in the New England region.
DEBTORS ANONYMOUS (DA) &
For regional contact numbers, connect to the Debtors Anonymous webpage here .
FAMILY AND DIVORCE MEDIATORS
The Academy of Family Mediators phone: 1-617-674-2263
FINANCIAL PLANNERS
The Institute for Certified Financial Advisors phone: 1-888-828-4237
Gary Ambrose, Personal Management, Inc., 122 E. 42nd street, Suite 1004, New York, NY 10004 phone 212-972-4255
GAMBLERS ANONYMOUS (GA)
www.gamblersanonymous.org
ADDITIONAL RESOURCES
The Financial Recovery Counseling Institute
Karen McCall, Director, San Anselmo, CA. phone: (415) 457- 7019 fax: (415) 457-7651
The Inheritance Project and Trio Press http://www.inheritance-project.com/trio/index.php
The Wealth Conservancy, Inc www.thewealthconservancy.com
Specializing in inherited wealth, it's mission is to help clients transform their relationship with wealth from being burdened by it to being empowered by it. The Wealth Conservancy runs workshops for couples called "Inherited Wealth and You."
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