The Financial Recovery Institute: Changing counselors’ lives for the better.

If you are wondering whether training as a Financial Recovery Counselor can enhance your existing work with clients or open the door to a rewarding new career – consider the results.

Audio Testimonials

Tina Marshall

Karen Polis

Other feedback from Financial Recovery Counselors

The Financial Recovery training was great for many reasons...

• It covered the nuts and bolts of financial recovery "theory". I feel this was of great benefit. So much of it was in line with what I already "believed", but it connected a lot of dots.  It also expanded my view in such areas as needs/wants, relationship of savings and debt, and under-earning.
• It had good focus on the behavioral/emotional side of personal finance. I love how our emphasis is on the needs of our clients. I like how we are encouraged to look beyond the numbers and dig deeper for an emotional connection.
• I liked that we were being taught by you [Karen McCall] and Mikelann [Valterra] who were/are experienced counselors. It showed us that this career path really is viable and there are opportunities available for us. There was excellent material on finding our niche, developing our elevator speech and marketing ourselves. I like how we were/are encouraged to be unique and define ourselves as counselors.
• I like the customized approach we are encouraged to give to clients. We don't have a preconceived path or steps that they must follow. Instead, we have a tried and true process that can be adapted to their needs and goals.
• There was crucial information on how to set and collect fees, deal with clients, and run a successful practice. This was very useful to me and a huge bonus that I did not expect. I really think this aspect alone would have sunk me had I pursued this career without the training. 

To read the entire testimonial, download here.

Christian LeCheminant, March 2010 Graduate

The Financial Recovery Counseling training has enabled me to help others in ways I always wanted to, yet didn't know how. I have grown not only professionally but personally as well, in profound ways that have touched me very deeply. I am now passing that knowledge and wisdom along in my work with my clients to help them realize their personal and professional financial goals.

Karen's ability as a trainer to discern and communicate the skills necessary to be a successful financial counselor have been invaluable to me. The real-life case studies we explored during class were extremely insightful and immediately useful as we evolved our own practices working with real clients. I graciously thank Karen for allowing me the opportunity to give back to the world in this important and life-changing way. And for the opportunity to meet a wonderful group of classmates who are now my peers, as well as an ongoing resource for me in the years to come.

Heidi Heuser, MS
New Beginnings

“To say that training with Karen McCall is the best investment I’ve ever made is an understatement. No one knows how to work with people on their money issues better than Karen – the process she created is phenomenal, both in how it teaches people to take control of their finances, and how it gets to the root of deep-seated emotional blockages around money. Karen trained me to work with a wide variety of clients using her MoneyMinder® process. She is a gifted and highly intuitive teacher. The skills and self-confidence I gained from training with Karen allowed me to open my own financial counseling practice and create a thriving business. I’ve been successfully self-employed, making great money, for over 12 years now – and, my clients’ lives have truly changed as a result of the powerful financial recovery process. It gets results.”

Mikelann R. Valterra, MA
Founder, The Women's Earning Institute
Author: Why Women Earn Less: How to Make What You’re Really Worth (Career Press, 2004)

“The first time I spoke with Karen McCall about the Financial Recovery Institute training, I was convinced she had a real solution to the widespread financial suffering in this country. How refreshing. Her process is not "yet another next, best fix-it-quick empty promise." Her program actually works. By taking trainees through the process, Karen teaches the skills in a highly effective, experiential manner. More importantly, her generosity, insight and unwavering support model what it means to be an outstanding financial counselor. Although I’ve said this work “borders on fun” it is so much more. When clients tell me that working together has changed their lives, I am humbled, honored and grateful to have found this training. Learning with Karen and my fellow trainees has been a quantum leap on the path to my dreams.”

Tessa Glasscock, MBA, EA
Founder, Clearview Financial Solutions

“As a small business owner of 10 years, I was seeking something that offered a new challenge – and where I would feel the rewards of helping others. Through sheer serendipity, I landed at www.financialrecovery.com and knew intuitively and immediately that Financial Recovery training was what I was looking for. During training, I had the benefit of Karen's many years of hands-on experience counseling her own clients, which she has passed along in a dynamic, insightful process to me and other trainees. Already, those I work with in Financial Recovery are showing the benefits of the skills and tools that I acquired to help them in their relationship with their money. Oh, and my own relationship with money has dramatically improved!”

Anne M. Ferguson
Financial Recovery Counselor

Founder, Clarity Financial Counseling

“During my training with Karen McCall, I was continually impressed with her ability to deliver information in a way that matched my learning style. As a licensed clinical psychologist, I appreciate that Karen enhances the knowledge of her trainees and increases their skills at a behavioral level. She is generous in sharing her own experience as well as practical tips about building business, all while helping people in need. Going through the training, I grew financially, and my own relationship with money was transformed.”

Marty Martin, PhD
Aurora, IL