California Society for Clinical Social Work

Professional Development | Advocacy | Connection

(LA) Money Matters Workshop

  • Saturday, March 21, 2020
  • 9:30 AM - 12:45 PM
  • 1110 S. Shenandoah St. Rec Room Los Angeles, CA 90035



Presenter: Lynne Azpeitia, LMFT, AAMFT Supervisor

How to Unpack a Client’s Money Issues and Take Charge in Therapy and Pre-Therapy Interactions— and Get Paid What You’re Worth

Do you dread hearing, "So what do you charge?”

Through this workshop, you will learn about how to discuss money and fees and not sell yourself or the therapy short. You will find out how to address clients' fees and payments as clinical issues and to increase your income and caseload.

For a financially successful therapy practice, it is up to the therapists to help clients and potential clients clarify the value of what they need from therapy and the results therapy can deliver— and how that is worth paying the therapist’s full fee.

Find out what to say to clients in therapy and pre-therapy interactions, so you get paid well, have a financially sound practice, and can continue to do the work you love. See what you can do to have productive money conversations that take care of your clients, practice, and you.

Lift the ceiling on your income. Too often as therapists, we take for granted that potential clients understand the value of therapy and professional services the same way we do, but they don't. When mental health professionals can successfully talk with potential clients about the value of what they are receiving in therapy and for their therapy dollar, people will often hire them even when they cost more than what the client originally thought they wanted to pay or could afford. Clients and potential clients want and need a price for the cost of therapy that they understand and can justify paying.

Discover how to identify the Five Client Money Personalities and how to discuss money matters effectively and therapeutically with them.

This workshop is for you if:

  • You undercharge for your clinical services because you don't think clients will pay you more money for therapy
  • You let clients determine how much your therapy services are worth by negotiating the rates
  • You are uncomfortable talking about money with therapy clients
  • You want to increase your income, raise your fees, or use your sliding scale more effectively
  • You want to transition from an insurance-based practice to a fee-for-service practice.

For clinicians who are newly licensed, just getting started, or very experienced, this workshop will address your needs and concerns, answer your questions, give you practical tools and advice, and increase your confidence and success in handling clients' money matters.

Learning Objectives:

After the Money Matters Workshop, participants will be able to:

  1. Take charge of clinical money matters conversations about the cost of therapy and clients' other financial concerns and address them as part of the therapy process, instead of separating from it.
  2. Utilize their clinical and assessment skills to identify and therapeutically address clients' financial concerns and issues without reactively lowering the fee when discussing clinical money matters, such as the cost of therapy, frequency and duration of appointments, payment, cancellations, missed appointments, and late payments.
  3. Identify and utilize the 5 Money Personalities theory to create effective responses to client therapy cost concerns expressed as, “I can’t afford that. I can’t pay that. Can you give me a discount? I don’t know how I could pay that.”


Lynne Azpeitia, LMFT, AAMFT Supervisor is in private practice in Santa Monica where she works with Couples, Families, and Gifted, Talented, and Creative people across the lifespan. For more than 15 years, Lynne has been doing business and clinical coaching with mental health professionals to help them to grow, develop, and sustain the successful, thriving clinical practice they’ve always wanted. A popular speaker and workshop leader known for her

practical, useful, cutting-edge advice, Lynne is nationally recognized for her skillful and innovative training, consultation, and supervision, as well as her extensive knowledge and practice of Virginia Satir’s Family Therapy. Websites: and


Registration begins at 9:00am, and the workshop begins at 9:30am.

Parking: In addition to street parking, two kosher markets, Glatt Mart and Elat, have given permission to use their parking spaces, behind their stores on Saturdays. They are both located on Pico Blvd, between Wooster and Shenandoah Streets. If you park in their lots, (on the South side of Pico) cross to the North side of Pico, and walk one long block north on Shenandoah St. to 1110 S. Shenandoah.


Trish Yeh |

This course meets the qualifications for 3.0 hours of continuing education credit for MFTs, LPCCs, LEPs and/or LCSWs as required by the California Board of Behavioral Sciences.

Note: With supervisor approval, registered ASWs may use CEs toward LCSW hours.

Cancellation Policy

  • 14 days or more before event date: Full refund
  • 13-7 days before event date: 75% refund
  • 6 days or less before event date: No refund

Note:  Registration will be canceled if payment is not made at least 7 days prior to the event.

CSCSW | P.O. Box 60937, Palo Alto, CA 94306 | 310-254-9471 |

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