Combining Financial Planning and Mental Health Counseling to Transform Outcomes for Families

In this episode of the Purposeful Planning Podcast, the husband-and-wife team of Sean and Jill Maher share how their interdisciplinary approach transforms outcomes for families and business owners. The goal of this conversation is to provide insights to fellow advisors, attorneys, and family office professionals about how imbedding relational connection into the financial planning process leads to more meaningful results.Sean Maher is a financial planner, and Jill Maher is a clinical mental health counselor. Through real client stories, practical tools, and candid reflections, Sean and Jill provide perspectives on why financial planning must include both technical precision and emotional clarity.