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Medical Team
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The Key to Generational Wealth is
Optimal Financial Health™️

The Money Mindset Clinic™️ offers a unique blend of financial advice and counseling to help clients deal with their financial challenges. We provide a range of services that are designed to help people understand their financial behavior, attitudes, and beliefs, and to develop strategies to improve their financial well-being.

Financial therapy combines the principles of personal finance and psychology to help individuals and families achieve their financial goals. We work with clients on a variety of issues such as budgeting, debt management, retirement planning, financial goal setting, and more.

We've assembled a team of contracted professional financial planners, specialists, counselors, and therapists who work together to provide holistic financial guidance to clients. We also leverage technology, such as financial planning software, to help clients track their progress and make informed decisions about their financial future.

The Money Mindset Clinic™️ is a valuable resource for individuals who are struggling with financial issues and want to take a more holistic approach to improving their financial well-being


Indulge in a Wellness Windfall

Gain a deeper insight into why you make the financial decisions that you do and collect useful tools to shift the way you think, feel, behave around, and relate to money in order to improve your financial health and unblock your wallet. We're building healthy financial boundaries


Create Household Harmony

Having issues speaking to your partner about your finances? Feel as though one partner holds all the financial power? Ready to stop having the same argument about money? Repair your relationship with money together to build a stronger bond and work in sync


Build A Community Connection

Having healthy financial boundaries can be very difficult! There can be generational, cultural and racial curses that need to be broken. With the tools you'll be provided with you can finally build a healthy reciprocal family bond. Villages are for adults just as much as they for kids

It all starts with the
Financial Physical


Duration 60 minutes

It will provide you with a complete overview of your financial situation and money mindset. Not to mention a treatment plan with our signature 12 month cash flow plan and any referrals you may need  to get started on improving your personal & business financial health today!


8 Steps to Building Generational Wealth

Building generational wealth is a long-term process that requires careful planning and dedication:

  1. Start early: Building generational wealth is a long-term process, and the earlier you start, the more time you have to accumulate wealth. This means that you should start saving and investing as soon as possible.

  2. Create a budget: Creating a budget can help you manage your money more effectively, and it can help you identify areas where you can cut expenses and save more.

  3. Invest wisely: Investing your money wisely is one of the most important steps to building generational wealth. You should consider investing in a diverse range of assets, including stocks, bonds, real estate, and more.

  4. Build passive income streams: Passive income streams, such as rental properties, dividend-paying stocks, and royalties, can help you generate income without having to actively work for it.

  5. Manage debt: Managing debt is critical to building generational wealth. You should aim to minimize your debt and pay it off as quickly as possible.

  6. Teach your children about financial literacy: Educating your children about financial literacy from an early age can help them develop good financial habits and prepare them for building their own generational wealth.

  7. Create a will or trust: Creating a will or trust can help ensure that your wealth is passed down to your heirs according to your wishes and can help minimize estate taxes.

  8. Continually review and adjust your plan: Building generational wealth is an ongoing process, and you should continually review and adjust your plan as your financial situation changes. This can help you stay on track and achieve your long-term financial goals.

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Our Operating Hours

Monday: 10am-8pm EST

Tuesday: 10am-8pm EST

Wednesday: 10am to 8pm EST

Thursday: 10am-8pm EST

Friday: 12pm-4pm EST

Saturday: 12pm-4pm EST

Sunday: CLOSED

30 Broad St., New York, NY 10004

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