Christine Moriarty is an award-winning Certified Financial Planner®, author, and nationally recognized expert on the emotional and behavioral side of money. For over 25 years, she has guided thousands of individuals, couples, and business owners toward achieving financial peace of mind, blending technical expertise with compassion and practical wisdom. Known as the “cash counselor,” Christine helps people understand the motivations behind their financial decisions and build healthier, more confident relationships with money. Her insights have been featured in major outlets, including CNBC, MarketWatch, USA Today, and The Boston Globe. She is the founder of MoneyPeace and the author of Creating Your MoneyPeace.
Speaking Fee Range: $5,000
Varies based on location, format, and customization.
We only get a peek into the dynamics of a couple when working with them financially. This can be challenging and confusing for financial professionals as they attempt to improve their financial future. This session will offer creative solutions to building trust, communication tools, and key questions to support your work with couples. With over twenty-five years of coaching couples, the tips Christine offers are tried and true, ready to be implemented upon your return to the office.
This session is specifically designed for financial professionals to help clients who might experience cognitive decline as they age. By preparing for the possibilities ahead, individuals can live through retirement with peace of mind about their financial situation. Christine will present practical tools, resources, and strategies for working with clients who are experiencing cognitive constraints. This topic is crucial knowledge for financial professionals and for protecting the assets clients have worked hard to build.
We have all seen emotions in action, but do we understand our clients well enough to help them change to more positive behaviors? Neuroscience and psychology influence financial behavior in many ways. Learn how to work with the reality of the entire client. Call it “Financial Education with a Twist.” Labeled their “financial therapist” by clients, Christine has decades of experience, and she shares a technique that you can put into practice and make your own. Take home the tips to build a more meaningful relationship with your clients at a deeper level.
If your client has a business in their asset portfolio, your input and guidance are critical throughout the process. As their financial advisor, you want to ensure they are building equity, have the right legal and accounting team in place, and are prepared for any transition. When they are thinking about selling, you want them to come to you first. This session will provide the questions to ask along the way to ensure your client’s major asset will stay viable through the decades.
Katie
Jamie Milne
Former president of NAPFA and founder of Milne Financial Planning
“I think what you do is absolutely wonderful and much needed in the Financial Planning world. You deliver a very refreshing, positive, and educational presentation, which is received very well by all types of people. Especially in today’s uncertain economic climate, it is so important to take a step back and make sure all the base financial layers are accounted for and in place before jumping into risky investments.”
Katie
Jamie Milne
Christine Moriarty
Christine Moriarty
