Bari Tessler
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    • Media
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    • Money Date Ritual Kits
  • Mentor Program
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Bari Tessler

FINANCIAL THERAPIST, AUTHOR & FOUNDER OF THE ART OF MONEY

Jennifer Lee

written by Ali Willoughbhy January 6, 2017

Jennifer Lee was last modified: April 1st, 2021 by Ali Willoughbhy
Ali Willoughbhy

Who Are the Players on Your Financial Support Team Who Are the Players on Your Financial Support Team? We all need support from financial professionals. After all: we can’t all be experts in everything. So … where do you start building your financial support team? Here’s the rub: there are so many different kinds of financial professionals out there, it can be hard to know where to start. Bookkeepers, financial therapists, financial coaches, accountants, financial planners! What do all of these people do, anyway? What is the role of a BOOKKEEPER? Bookkeepers do your financial tracking for you. They set up a system for you, create categories, and track and organize all the ins and outs of your income and expenses, savings, credit card transactions, investments, and more. And then, they produce reports for you: Income and Expense Reports; current year vs. previous year reports; projected vs. actual reports — oh, my! With everything all nice and neat and reconciled, as you gaze up at your bookkeeper, with a tear of relief in your eye, saying, Thank you, I love you! They also can be a liaison with your accountant and make sure to get them all the info they need to file your taxes for you. What is the role of a FINANCIAL COACH? A financial coach will help you become aware of your spending habits, create and maintain a budget, and better manage your cash flow. These folks tend to get ultra-practical, dig the numbers with you, and help you decide: What do I want to spend on each category, each month? How much should I save, what pace should I pay down my debt, and what can I put toward an investment? Which categories are negotiable, and which are absolute musts? Financial coaches are fabulous at creating short to mid-term goals and plans for the next six months, year, or even five years. They can be a precursor to working with a financial planner, whose job is to think more long-term. To learn more about the rest of the financial support players and questions to ask when hiring them, head to my blog to read my guide... #bookkeeper #bookkeeping #financialcoach #financialtherapy #financialcoaching #financialplanning #financialplanner #moneycoach #moneycoaching #financialtherapist #accountant
27 ways to make a Money Date your own 1. Light a 27 ways to make a Money Date your own 1. Light a candle to open the space as you start — and set an intention. Blow it out when you’ve finished your Money Date. 2. Put your Money Date on the calendar! Who says you can’t schedule it — and even look forward to it? 3. Play some favorite music to get you in the mood. Whether it’s Big Band, Bach, or Beyonce, play something that helps you feel like YOU. 4. Clear off your desk and make a clean, calm space. A clear desk can help clear the mind. 5. Start with an intention. Articulate what your hopes and priorities are for this time. “For the next hour, I want to be really kind to myself. Whenever I catch myself getting anxious, I want to remember I’m learning and it’s OK that I don’t know everything — and feel proud of myself for showing. 6. Upgrade your bookkeeping system. I can’t tell you how many people are still using a spreadsheet someone made them years ago. Give yourself an upgrade! Spend a little time investigating YNAB, Money Grit, QuickBooks, and other tracking systems until you find one that feels “good enough” for you to learn. 7. Speaking of learning a bookkeeping system — do it! Don’t just download it and expect yourself to know how to use it. Spend a little time with a video tutorial, or hire a bookkeeping trainer to show you the ropes. 8. Reconsider your spending categories. Maybe you want a whole “self-care” category, for acupuncture and massage and your gym membership? Or maybe you’re craving more friendship and want to set aside funds for dinners and movies out with friends? 9. Decide how you want to show up in a money-related conversation. Even if you’re calling your credit card company to dispute a charge, you can decide you want to be warm and friendly to voice on the other end. 10. Move your body! Take a dance break … or do some gentle yoga or go for a walk. 11. Invite a friend. You might meet at a coffeeshop, catch up for a few minutes, and then each get to work on money stuff for an hour — and debrief afterwards. (Choose a very trusted friend!) To read the rest of the list, link to my blog in profile #financialtherapy #moneydates #moneypsychology #moneydate
Bari's recent podcast features 🦋 You can find Bari's recent podcast features 🦋 You can find more interviews on media page: https://baritessler.com/media-2/ #podcast #podcasting #podcastersofinstagram #financialtherapy #financialtherapist #somatictherapy #somatictherapist #therapist #moneypsychology
Dear Money Adventurer, Here's some free Financial Dear Money Adventurer, Here's some free Financial Therapy! Tune in to My Latest Interviews Today, I’m thrilled to share with you a handful of recent podcast appearances where I got to share some of my money teachings as a somatic based financial therapist. In these episodes (swipe), the hosts and I dive deep into the connection between our emotions and financial decisions, and I offer practical strategies to manage money emotions. I’ve rounded them up right here in this post – 1: The Divorce Survival Guide with @thedivorcesurvivalguide 2: Inside Job @insidejobpodcast with Nayla Bahri and Eric Johnson 3: Robyn Ivy @robynivy Podcast 4. Star Narratives @electra_astrology with Astrologer Natha Perkins 5: Money Isn’t Scary @moneyisntscary with Meghan Dwyer You can find all the episodes on my blog, head to profile link (look for my Blog- 3rd link) or copy and paste this link: https://baritessler.com/2023/11/free-financial-therapy-tune-in-to-my-latest-interviews/ #podcast #podcastersofinstagram #podcasting #financialtherapy #financialtherapist #somatictherapy #financialcoach #moneycoach #therapist #therapistsofinstagram #somatictherapist #moneyhealing #moneypsychology
Cheers to 10 years of Money Memoirs Ten years ago Cheers to 10 years of Money Memoirs Ten years ago, I sent an invitation out into the world: join me and 33 brave souls for a month of money truth-telling, one money story at a time. I called this experiment in collective money mindfulness “Money Memoirs.” Since 2013, this intimate interview series has illuminated the money stories of folks from around the world. In this interview mini-series, I talked to folks from all different backgrounds and walks of life — and asked them to share real stories about money. The good, the hard, and the triumphant. Because we ALL have money wisdom and gems to share. And sometimes, just hearing someone open up lets our own healing begin. What I couldn’t know then was that this whole-hearted exploration of our relationships with money would continue to unfold, evolve, and inspire over the next decade. To bring our money stories out of the shadows and into the light. To enrich and connect this dear community. To bring more depth and intimacy to our money relationships than ever before. To let you know that you are never alone in the ebbs and flows of this life and money journey. Telling our money stories is one simple yet profoundly powerful way we can work together to change the greater narrative around wealth and money and worth. The beauty of this truth is that sharing our money stories brings healing to ourselves, our closest relationships, our communities, and the world around us. Because in sharing and witnessing our money stories, we are carving out space for more voices to be heard and valued, for more experiences to be recognized and honored. With this vulnerable, meaningful work, we are forging a more compassionate future together. It is my deep honor to be the facilitator of this incredible and inspiring collection of money stories. As we mark this ten-year anniversary, I invite you to celebrate with me and enjoy the bravery these Money Memoirs have to offer us all.​ click link in profile to listen 🦋 #financialtherapy #financialtherapist #storytelling #moneymemoirs #podcast #podcastersofinstagram #moneypsychology #moneystory #memoir #walkinsomeoneelsesshoes
Welcome to the new folks! Here's a little intro: Welcome to the new folks! Here's a little intro: Professionally, I am a Financial Therapist. I have a Masters in Somatic Psychology from Naropa University in 1998. I have been teaching my financial therapy method since 2001. So, I like to say I'm a Somatic based, Financial Therapist. I offer a safe + brave space to talk about your relationship to money and I teach somatic and money tools to help you create a more healthy, savvy and empowered life. I am the Author of two books: The Art of Money: A Life-Changing Guide To Financial Happiness and The Art of Money Workbook. I offer a one-time deep dive financial therapy session for individuals or couples. I have 4 slots available each month for this. I offer my full methodology: Money Healing, Money Practices and Money Maps in my year-long program, The Art of Money. This is a reasonably priced, online program for folks around the world. It includes 12 modules + live zoom community support via weekly co-working calls with my guides & a monthly office hours call with me. This program is evergreen so you can join today. I also offer a four-month, small group, Mentor Program for therapists, coaches and financial professionals. This program is offered twice per year. I'm in the middle of a group right now and will offer this again in early Spring 2024. Additionally, I offer a lot of free content via my blog & podcast for you to enjoy on all things financial therapy. Personally, I've been with my husband for 22 years and lately he's running the marketing side of my business again. We have a teenage son who plays a lot of soccer. I'm in the older mom group and grateful. We also have 3 cats and 1 big puppy. I learned to cook and bake in my 51st year, which was during the pandemic. And, I read a lot of fiction. In my Stories, I share more about my personal life. I'm not interested in just sharing my work all the time, it's essential to me that I share personal stuff too. I'm an Enneagram 4, in case your wondering! If you have any questions, please send to my team via my website contact page - I look forward to supporting you 🦋 #financialtherapist #somatictherapist #author
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Amazing photos by Danielle Cohen.
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