Frequently Asked Questions

Will you give me money advice?

No! I am not a financial planner. Because of my area of treatment focus, I talk about aspects of financial planning with clients a lot, but I will focus on what’s going on internally for you while changes happen. We can talk through the basics of budgeting, savings plans, and barriers to sticking to plans, but I will not give specific recommendations around investments or big financial decisions. For folks looking for guidance and to make big changes in their financial lives, I recommend working with both me and a financial planner separately, so you get informational and emotional support from a team focused on our individual areas of expertise.

My spouse/child/friend/roommate has a lot of money problems and needs help. Can I sign them up to see you?

I am so glad your person has you looking out for them! Feel free to reach out on behalf of someone else and support them in scheduling an initial consult call. The person receiving services will need to have this call with me, and I only schedule appointments with people who want to meet with me and seem like a good match for my skillset.

Is there anyone you won’t see for financial therapy?

There are some types of clients who would be better served by different types of therapeutic services. If a client has a recent or active mental health crisis, or if their financial struggles are related to ongoing crisis or lack of resources, now might not be the time to go digging into vulnerable emotions around money. After your initial consultation call, if I think financial therapy would be more harmful than helpful right now, I will let you know and offer other resources that are a better fit for your needs.

My clients also must be in the state of Massachusetts when we meet for sessions.

Wait, aren’t you a trauma therapist?

Yes! If you are seeking non-financial services, please connect with me at Center Psychotherapy, where I provided more traditional therapy services and can accept a variety of insurances.

Why don’t you take insurance?

In order to bill insurance for individual therapy, I have to demonstrate “medical necessity” for treatment by diagnosing a client with a Mental Health Disorder. While some folks’ money challenges cause so much distress that they could be diagnosed with a disorder, many do not. Only accepting private pay clients allows me to streamline my services, avoid inaccurate diagnosis, and ultimately see more clients. I understand that this makes my services less accessible to some clients, and I apologize if my policies put support out of reach for you.

Jackie Surdan, LMHC

jackiesurdanLMHC@gmail.com

Medford, MA