Marin laukka
...a promising portfolio, a solid estate plan, and retirement projections. But something still feels off.
Because even when the numbers make sense, real life doesn’t always follow the plan.
You’re advising clients through windfalls, inheritances, divorces, and transitions. And you’ve seen how emotion can override execution.
You’ve checked the financial boxes......
Money Plans Are Only Half the Equation.
the Emotional Side Matters Just As Much.
Your client received life-changing money that triggered guilt and grief instead of relief.
Everything looks good on paper, but emotionally, they’re shut down.
You’ve studied all the strategies, but none of them teach you how to respond when a client starts crying mid-meeting without heading into “therapist territory.”
You know your clients need more support, time, or conversation, but you don’t have the capacity to give it
They disappeared right after signing the plan you spent weeks perfecting.
You feel like you’re failing your sudden wealth clients, but don’t know what else to say or offer
You’re simply not interested in holding clients’ hands through the detailed cash flow process, but you know your plan won’t stick if they ignore this part.
Maybe.....
That’s where Marin comes in.
She helps professionals navigate the human side of money - guiding the conversations spreadsheets can’t, so your advice sticks, your clients follow through, and wealth becomes a purposeful tool.
If You’re Second-Guessing How to Help, You’re Not Alone
You’ve built the assets, the plan, the strategy. And yet:
Your client’s anxiety hasn’t budged, even though their bank account balance is strong.
The client says they’re grateful for your help, but keeps ghosting your follow-up emails.
You sense your last recommendation triggered something deeper.
Even “good” advice falls flat. You see the blank stare, feel the client pulling away, and that familiar wave of frustration hits before you even finish the sentence.
When you’re advising clients through moments of sudden wealth, the numbers might say success, but emotionally, it may not feel that way.
You don’t need more credentials at the end of your name. You just need to support your clients with the emotional complexity of their financial plan.
And that’s what Marin does best.
What People Say About Marin
what people are saying
Big results.
LEON T.
We do more than 200 workshops and webinars annually, using more than 60 presenters and workshop leaders. In my opinion, Marin is definitely among our top five presenters, if not our best.
Marin is among our top five presenters, if not our best
★★★★★
Jeff M.
I can’t recommend Marin enough. Her positivity in a training environment is hard to overstate. I had nothing but positive feedback and I invited her back several times. Her energy is unmatched, her knowledge base is vast, and her preparation is flawless.
She is a person of character, integrity, and brilliance.
★★★★★
Be The Human-Centered Support Your Clients Can’t Get From a Bank Login, Estate Plan, or Calculator
Here’s how she helps financial professionals and firms: Workshops, keynotes, and client tools that help you keep trust intact when clients get overwhelmed.
Learn what to say, how to say it, and why emotions are the missing link in financial results.
Because wealth doesn’t come with emotional closure, for the clients holding it or the professionals supporting them. Whether money shows up through loss, luck, or years of work, Marin equips you to lead with a human-first approach through the messy middle without awkward silences or lost momentum.
Advisors run the numbers. Therapists explore the emotions.
Marin’s work sits at the intersection:
when money gets too complicated to separate the two.
Advisors run the numbers. Therapists explore the emotions. Marin’s work sits at the intersection: when money gets too complicated to separate the two.
Marin also offers exclusive 1:1 coaching and group programs for women navigating sudden wealth and financial decisions. Come with questions, confusion, guilt, or grief, and you’ll leave with a system and clarity that feels good to follow.
(Extremely limited 1:1 spots available and group programs run 1-2 times per year)
Not a Financial Professional?
She’s here for the moments when money gets personal, overwhelming, and heavy.
As a speaker, author, and financial psychology expert who’s experienced both loss and sudden wealth, Marin guides financial pros and teams through the part of wealth no one sees coming - what it does to your nervous system, relationships, and sense of self.
At Yes&, Marin blends financial planning with emotional insight so your clients can move from feeling detached or overwhelmed to engaging with their finances with confidence and clarity.
Marin Laukka isn’t here to help you master the markets.
The Person You Call When Wealth Gets Weird
Financial Speaking and Workshops for Financial Pros
MARIN'S BOOK
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For the Emotional Side of Wealth Planning
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Joyful Budgeting
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