Meet the Team

Meet the Team

Our team is made up of financial therapists and coaches who get it—because we’re navigating the same world you are.

A community supporting our own, led by financial therapists and coaches grounded in mental health, financial planning, and consumer psychology.

  • Jaelyn Vickery, CFT™, LSW

    FOUNDER, Certified Financial Therapist

    Read Bio

  • Aaliyah de Toeni Zhu

    Financial Coach

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  • Naomi Hill

    Financial Coach

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    Become a Financial Therapist or Financial Coach!

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Testimonials

  • We welcomed Jaelyn as a guest speaker for our That's What Teens Say empowerment program. Jae shared her basics of dimensional wellness with our teen participants and she was amazing! The information that she shares has come from a combination of her life experience, her education, and her practice as a counselor. She was able to speak to the girls at their level and give them some very strong concepts to set them up for a more successful transition into adulthood. It is clear that Jae has a passion for inspiring people to live their best lives and she is so open and generous with sharing her expertise!

    Jenette J.

  • Jaelyn is one of one! She’s such a well rounded individual with so much wisdom and insight to offer anyone who encounters her or her services. Everything she does is done at a high level and with so much care.

    Karidia S.

  • Working with Jae is always fun and up lifting . She brings joy to each meeting we have and sincerely cares about everything I bring to the table. I could not ask for a better person to be in my life at this time.

    Marc C.

  • My daughter has been a client of Jae’s for nearly a year. She started the journey due to an eating disorder, but the support goes well beyond her diagnosis. I’ve seen major progress in all areas of her life, especially her confidence. I believe 100% this has been from interactions with Jae! She’s helped my daughter live a balanced life and navigate the difficult teen years. Even as a mother, Jae has provided me support and given me the boost I needed to keep going through this process. Jae is super knowledgeable and cares a lot about her clients!

    Jessica

  • I appreciate Jae’s non-judgmental approach. She led a virtual 1 hour financial literacy and wellness workshop for high school girls. She covered topics such as money management, appropriate use of cash apps, and use of credit. The students were fully engaged!

    Ronaye B.

  • One thing that has stuck with me through speaking one-on-one with Jaelyn is her incredible ability to listen for each and every puzzle piece in a scenario or situation before guiding the individual to a solution. I have talked to many therapists and Jaelyn is particularly good at this skill!

    Anonymous

  • Jaelyn is a visionary among young people in her demographic. Her thought on holistic wellness, financial concepts, and consumption are critical for the next generation as we step into a future which can, at times, feel uncertain. Her work should be integrated into our education systems for all young adults as well as made available to working adults as they navigate their lives.

    IFC