Christine Moriarty

Practical, Peaceful, Planning Practitioner

CFP®

Burlington, VT

Christine Moriarty

Practical, Peaceful, Planning Practitioner

CFP®

Burlington, VT

Christine has coached and guided thousands of individuals and business owners to create financial peace of mind over the past 25 years. An award-winning Certified Financial Planner®, author, and speaker, Christine combines her deep financial expertise with compassion and inner wisdom to guide people in becoming aware of the intersection of emotions, behavior, and money.

Often referred to as the “cash counselor” or “financial therapist” by her clients, Christine’s holistic approach to financial management leads to improved money relationships and quality of life. She is living her dreams by residing in the Green Mountains and can be reached through her website at www.MoneyPeace.com.

Featured Videos

Speech Topics

Couples & Communication: Facts, Fiction and Feelings

We only get a peek into the dynamics of a couple when working with them financially.  This can be challenging and confusing as financial professionals 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 and ready to be implemented on your return to the office.

Preserving Financial Plans in the Face of Cognitive Decline

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 critical knowledge for financial professionals and for protecting the assets clients have built. 

Planners & Psychology: What is Your “Why”?

We have all seen emotions in action, but do we understand our clients well enough to assist them in changing to positive behavior? Neuroscience and psychology influence financial behavior in many ways.  Learn how you can work with the reality of the whole client. Call it “Financial Education with a Twist.”  Labeled their “financial therapist” by clients, Christine has decades of experience, and she shares a technique to put into practice and make your own. Take home the tips to build a more meaningful relationship with your clients at a deeper level.

Selling A Business: Why Your Client Needs You Long Before the For Sale Sign Goes Up

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 be sure they are building equity, have the right legal and accounting team on board, and are ready 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 assure your client’s major asset will stay viable through the decades.

Testimonials

As an Advisor, I look for the nugget of information, the “take away”, that will improve my practice…Christine’s approach allowed me to see myself and see something I didn’t realize was missing.  Recent client conversations have been fun and more revealing.

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

Testimonials

As an Advisor, I look for the nugget of information, the “take away”, that will improve my practice…Christine’s approach allowed me to see myself and see something I didn’t realize was missing.  Recent client conversations have been fun and more revealing.

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

Pricing

In-person Events: $2,500-$5,000

Virtual Events: $2,000

*Inquire about discounted pricing for non-profits and large group rates

Books by Christine Moriarty

practical freelancing book cover

Creating Your MoneyPeace: Your Road to Financial Health & Stability

Christine Moriarty

practical freelancing book cover

Practical Freelancing

Christine Moriarty

Book Christine For Your Next Speaking Engagement

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