Our resource page offers the Outset Community a growing catalog of options to expand your thinking, discover practical steps, and add support systems to achieve peace within yourself, your partnerships, and your financial health.

Financial Therapy

Financial therapy is a newer therapeutic discipline. As a concept, it’s only been around a short time, but it’s thriving and backed by plenty of research and expertise. 

Financial therapy can help you maintain your chosen lifestyle, but it can also help if you’re seeking deeper professional help around your relationship with money, its impact on your life, and how the two are connected. 

At Outset Financial, we’re excited to be able to connect you to financial therapists certified by the Financial Therapy Association. FTA-certified therapists have studied psychology and finance, so they’re able to offer you targeted expertise to help you heal and maintain your financial health. 

Find a financial therapist on the FTA’s website directory


Financial terms making your head spin? Outset Financial has put together a handy directory of financial vocabulary to help you have the language to navigate your financial wellness journey. 

No need to feel embarrassed if you hear an unfamiliar financial term–just click here to find a handy glossary of up-to-date financial terms, tailor-made for your financial education needs. 

Our Blog: Making Sense Of It All

We’ve put together a series of posts meant to help you understand the basics of your financial wellness journey. Our blog covers everything from relationships to money triggers to life insurance, all from the perspective of financial health and a holistic understanding of money matters.

To help you know where to start, we’ve organized the posts into three sections; Psychology of Money, Love and Money, and Women and Money. Each section covers a specific aspect of the money world that Outset Financial specializes in helping you understand at a deeper level.

Check out our entire blog here. 

Reading Material

We all have access to a lot of information about money–books, podcasts, blogs, and other resources are taking over the internet. But how do you know which ones you can trust? A lot of the information is unrelatable or untrustworthy, and no one wants to waste their time. 

We’ve put together a list of books you can trust. Each of them gives you a special perspective on money, anxiety, and habits. Read them, and take the lessons that fit your goals and lifestyle. 


The Big Leap: Conquer Your Hidden Fear and Take Life to the Next Level

The Big Leap is filled with fascinating real-life stories that help us uncover our limiting beliefs and repetitive thought processes that block us from our best lives and financial prosperity.


Emotional Agility: Get Unstuck, Embrace Change, and Thrive in Work and Life

Mastering your emotions around your money is critical to financial success. This book explores how to achieve self-acceptance, clear-sightedness, and an open mind through "emotional agility." Psychologist Susan David developed this concept and found that no matter how smart, clever, or diplomatic we are, our "thoughts, feelings, and self-talk" determine success.


How to Change: The Science of Getting from Where You Are to Where You Want to Be

Trying to build new habits is hard. We all know we should save, so why don’t we? Katy Milkman shares strategies for identifying and overcoming common barriers to change, such as impulsivity, procrastination, and forgetfulness. Engaging, funny, and based on her own experience, research, and collaboration with world-renowned scientists, this book lives up to its promise of how to "turn an uphill battle into a downhill one."


The Psychology of Money: Timeless lessons on wealth, greed, and happiness

The Psychology of Money shares 19 real-life stories about wealth, greed, and happiness. It teaches us that doing well with money is about how you behave, not what you know. By the end of the book, you will better understand the impact that your personal history, perspective, pride, and ego have on your money choices


The Soul of Money: Reclaiming the Wealth of Our Inner Resources

The Soul of Money takes us on an eye-opening journey toward understanding that money is not good or bad but is a resource to activate our dreams and enjoy our lives. Elegantly written and researched, you learn how money can hurt you or help you achieve your goals.