Money and one's emotional life are intimately linked. Our work is holistic: we will cunch the numbers and provide the useful financial information with the best of the NAPFA firms AND we will address the emotional side of your financial life. We understand that money can generate peace of mind and for some, anxiety, depression, guilt and confusion. Michael Rudy has not only been a Certified Financial Planner for over 20 years, but has and continues to be a practicing psychoanalytic psychotherapist with over 30 years expereince. He holds the coveted Enrolled Agent designation from the IRS and specializes in individual tax returns. He looks for ways to minimize tax liability without sacrificing your peace of mind and economic well-being.
People come to their therapy appointments and only ant to talk about their money while people coming to finacnial planning appointments only want to talk about their anxiety. It's just a natural fact that dealing with both sides of your money life is really the right way to do financial planning and the best path to bring sanity to your money life.