SOUTH REGION NC Triangle Local Group presents Why Your Relationship with Money Matters
For more information and to RSVP, visit the NC Triangle Local Group community page.
This webinar introduces financial advisors to the core principles of financial social work and its relevance in advisory work. Participants will learn how emotional, behavioral, and relational factors influence clients’ financial decisions and how integrating these insights can enhance trust, communication, and long-term client outcomes. The session will review national data on financial stress, explore common money patterns that impact financial behavior, and include a guided reflection that encourages them to explore how their values impact their own financial decision making.
Presenter:
Constance McConnell, LCSW, CFSW
Courageous Healing PC
Constance McConnell, LCSW, CFSW is a financial therapist and coach with over a decade of experience supporting individuals and communities in building healthier relationships with money. Blending her background in mental health and financial empowerment, Constance offers a compassionate, trauma-informed approach to financial therapy and coaching.
A core part of her approach is helping clients understand the historical and systemic roots of their financial challenges. By educating them on the broader economic forces that impact wealth-building—alongside personal finance habits—they gain insight, reduce shame, and build the confidence to take control of their money narrative.
Through webinars, one-on-one support, and organizational training, Constance empowers people to make values-aligned financial choices that support both personal and community well-being.
As the founder of Courageous Healing PC, she is committed to bridging the gap between emotional wellness and financial literacy—helping others heal their relationship with money so they can thrive.