Joanna Leffeld began her career as a financial planner in the 1980’s and worked with clients one on one creating and preserving their estates. After several years, she moved to the Hudson Valley to raise a family and teach yoga. Now that her children are grown, she has re-entered the financial world combining her knowledge as a CFP with her experience as a yoga teacher to offer a more holistic, healing approach to the conversation of money. She refers to herself as a “Moolah Doula”, a person who helps people give birth to a healthier relationship with money. Joanna connects with clients helping them uncover their underlying attitudes and beliefs about money. This practice establishes a crucial foundation essential to creating financial awareness and security. By revealing the deep-seeded, contradictory relationship we all share with money, she helps clients understand and accept how they must first take responsibility for their current situation. Moving forward, she then teaches clients how to save, invest and create the financial future they desire.
Joanna works with individuals and couples.