Palm trees and turquoise Caribbean water in Belize

The Money Shift: A CE Retreat For Therapists In Belize

6 days on the Caribbean coast, up to 10 CE hours, and a real look at your own money story. You'll fly home with a clinical framework you can use on Monday and a practice that runs differently because you do.

6 DAYS | FEBRUARY 21ST TO 26TH, 2027 | PLACENCIA, BELIZE | UP TO 10 CE HOURS (APA, NBCC, AND ASWB)

Registration is open. Beachfront suites are sold out. Deluxe rooms and villas are still open.

The Psychology Of Money

Training on money scripts: How to identify them, where they come from, and how to work with them.

A Room Of Your Own

No roommate, no shared bathroom, all of the comfort.

Every Meal Included

Breakfast, lunch, and dinner, personally curated by your host and handcrafted by the chef using local ingredients.

Free Afternoons

Training hours happen in the morning. After lunch, the day is yours.

Two Ways To Earn Your CE Hours This February

FEBRUARY, AS USUAL

The office, the gray light, the space heater under your desk. You've got a CE course open in another tab that you're half watching between sessions, on a topic you picked because it was cheap and it counted.

You'll click through the post test. You'll file the certificate. And nothing about your practice, or your week, or your life will be any different on the other side of it.

OR, FEBRUARY LOOKS LIKE THIS

You leave your house in the morning, and your toes are in the sand by the afternoon. Someone else carries your bag, makes your meals, and washes your towels.

Mornings are the most interesting subject you've never been taught. Afternoons are the reef, or new friends at the pool. Dinner is with people who already know exactly what it feels like to be a therapist and an entrepreneur, so you never once have to explain it.

Same month. Same CE requirements. Wildly different outcomes.

Why Have A Therapist Retreat About Money?

Let's be honest, money is one of the most interesting topics in the room. And nobody trained you to look for it. There was never a class for this, and there still mostly isn't.

You see it constantly in the therapy room

  • The client who hasn't opened a bank statement in four months, knows exactly which drawer they're in, and avoids that drawer like the plague.
  • The client who grew up in poverty, makes a very nice income now, and feels out of place in both worlds.
  • The workaholic who's about to drop, because they believe rest is earned and nobody will love them if they aren't providing.
  • The couple still tiptoeing around the secret credit cards that wrecked the marriage.

The same thing is happening on your side of the room

  • Saying your fee out loud and offering a reduced rate before the client has even reacted
  • The late cancellation fee that's in your paperwork and has never once been charged
  • Hearing another therapist's fee and feeling different about yourself for the rest of the day
  • Tensing up at any big expense for your business, even when you know it would pay for itself

Aren't you tired of that? Every one of those is a money script, and right now they're setting your fees and your schedule.

The training is on the psychology of money. You learn how to identify money scripts, understand where they come from, see how they show up in someone's life now, and work with them, starting with your own.

You'll leave with:

  • A different understanding of your own money beliefs.
  • The ability to recognize them in your clients.
  • And a way to finally do something about it.

Who This Therapist Retreat Is For

Licensed clinicians who own a practice or work as a 1099 contractor, and who usually come for one of three reasons.

Money fascinates you.

You've wanted a real framework for it since the first client who cried about a credit card.

Money makes your stomach drop.

And you've been avoiding your numbers about as well as your clients avoid theirs.

You saw Belize and thought yes, I want that.

Chef designed meals three times a day and 80 degree weather feel a whole lot better than your typical February.

Any of those reasons are valid.

What A Day At The Money Shift Therapist CE Retreat Looks Like

MORNINGS

Breakfast is open from 7:00, and training runs 9:00 to 11:45 with a break. It's experiential, so you're trying the material on yourself while you learn it. Day one you take a formal money script assessment.

AFTERNOONS

Lunch at noon, then the day is yours until dinner. The only things ever on the calendar are the three below, one afternoon each, all optional and all included.

EVENINGS AND NIGHTS

Dinner around 7pm with a table of people working on the same things you are. Then a journal and a prompt each evening, built to follow whatever came up that morning.

Included Experiences At The Money Shift Retreat

A woman in a sun hat looking out over the pool at Itz'ana Resort

“Pool Hours” Business Consulting

One afternoon, two hours, all of us hanging out at the pool. Bring your business questions and get real feedback, ideas, and direction. Two hours of consulting with me typically runs $800. Here, it's included.

A plated dish at Itz'ana Resort

Garifuna Cooking Class

One afternoon you learn the skills and ingredients behind Garifuna cooking, the same tradition the resort's menu is built on.

The pool at Itz'ana Resort at golden hour

Floating Sound Bath At Golden Hour

At golden hour, right before the sun sets, you float in the pool while a sound bath practitioner plays. It's the wind down before dinner.

Every Meal Is Included

Breakfast, lunch, and dinner are covered every day, served in a private dining space set aside for our group.

Vegan, vegetarian, gluten free, and allergy needs are accommodated. Note them at registration and they reach the kitchen before you land.

A table spread of fresh dishes at Itz'ana Resort Fresh ceviche and tortilla chips Guests sharing a meal at Itz'ana Resort Ceviche with plantain chips A chef preparing baked goods at Itz'ana Resort Fish with plantain at Itz'ana Resort Chilled seafood shots on a wooden tray A plated dish at Itz'ana Resort

SEE THE ROOMS AND PRICES

What's Included In The Money Shift Retreat

One price covers the training, your room, your meals, and everything on the calendar. Flights and extras are yours.

WHAT THE RETREAT PRICE COVERS
  • Up to 10 CE hours of programming
  • Six days and five nights at Itz'ana Resort
  • Breakfast, lunch, and dinner every day
  • Ground transfer between the Placencia airstrip and the resort
  • The Garifuna cooking class
  • A floating sound bath at golden hour
  • Welcome reception and farewell dinner
  • Air conditioned workshop space
  • Two hours of open consulting at “Pool Hours”
WHAT YOU BUY SEPARATELY
  • Your flights
  • Travel insurance
  • Your bar tab
  • Spa treatments
  • Excursions you add on
  • Nights you stay past the retreat

Is A Therapist CE Retreat A Business Expense?

Most likely, yes. If you own your practice, or you work as a 1099 contractor, you run a business, and continuing education is generally a business expense. Your accountant will tell you exactly how that applies to your return, and nothing on this page is tax advice.

You'll have a timed agenda and your CE certificate, which is the part that does the proving, and your payment records already say what they were for.

Continuing Education At The Money Shift

CE HOURS

10

Earned across the training.

THE TRAINING

Money on the Couch: Attachment, Trauma, and the Clinical Treatment of Money Beliefs. A live, in-person training on assessing and treating the money beliefs clients bring to therapy.

WHO IT'S FOR

Licensed mental health clinicians. No prior EMDR training is required.

Continuing Education Credit Details
APA Approved Sponsor logo

The Advanced Mental Health Training Institute is approved by the American Psychological Association to sponsor continuing education for Psychologists. The Advanced Mental Health Training Institute maintains responsibility for this program and its content.

NBCC Approved Continuing Education Provider logo

The Advanced Mental Health Training Institute has been approved by NBCC as an Approved Continuing Education Provider, ACEP No.6901. Programs that do not qualify for NBCC credit are clearly identified. The Advanced Mental Health Training Institute is solely responsible for all aspects of the programs.

ASWB Approved Continuing Education logo

The Advanced Mental Health Training Institute [1765, 4/30/2025 - 4/30/2029], is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit.

For questions about receiving your Certificate of Attendance, contact Therapy Is A Business LLC at her@therapyisabusiness.com.

Full program details: Description, learning objectives, schedule, and requirements

Money on the Couch is a 10-hour live training for licensed clinicians on assessing and treating the money beliefs clients bring to therapy. Because money wounds often carry attachment trauma, the course teaches a phased approach to treatment: establishing felt safety, assessing money history and treatment targets, deepening resources, and then processing. Content draws on attachment theory, financial therapy, EMDR therapy, somatic therapy, and memory reconsolidation research. Participants practice each phase through guided group exercises and partner practice, and examine how systemic factors and their own money scripts shape clinical work, including when to refer to a licensed financial professional. No prior EMDR training is required, and the course does not train participants in EMDR therapy.

After completing this program, participants will be able to:

  1. Apply calm place imagery to ground clients before money-focused clinical work.
  2. Describe the four Klontz money scripts and how each presents in session.
  3. Administer the Klontz Money Script Inventory–Revised (KMSI-R) to identify a client's predominant money script.
  4. Describe how systemic factors, including race, gender, and socioeconomic status, shape a client's money beliefs and financial behaviors.
  5. Construct a three-generation financial genogram that traces the intergenerational transmission of a client's money beliefs and financial behaviors.
  6. Explain how a client's money strategies protect physical safety or relational safety.
  7. Apply a somatic float-back to identify financial flashpoints linked to a present-day money activation.
  8. Analyze how a clinician's own money scripts can shape clinical decisions, including fee-setting, assessment, treatment, and referral.
  9. Develop a resource figure with a client to provide a reparative experience for an unmet attachment need.
  10. Analyze how memory reconsolidation, a proposed mechanism for changing money beliefs, operates across common therapeutic modalities.
  11. Apply juxtaposition by pairing an activated money belief with a disconfirming experience, such as a resource figure or a contradicting memory.
  12. Plan a phased treatment sequence for a client's money-related distress, from felt safety through assessment, case conceptualization, resourcing, and processing.

Each CE morning runs 9:00 to 11:45 a.m. with one 10-minute break (10:20 to 10:30).

Day 1, Monday, February 22: Foundation and assessment.Money, safety, and the phase-oriented treatment sequence; calm place imagery; the four Klontz money scripts; administering and reviewing the KMSI-R; systemic factors in money beliefs.
Day 2, Tuesday, February 23: Money history and targets.The three-generation financial genogram; protective money strategies; financial flashpoints and the somatic float-back; the clinician's own money scripts in clinical practice, including scope and referral.
Day 3, Wednesday, February 24: Resourcing.Resource figures and unmet attachment needs; facilitating resource figures; screening and adaptations; selecting a resource figure for a client.
Day 4, Thursday, February 25: Processing and integration.Memory reconsolidation, the disconfirming experience, and juxtaposition; memory reconsolidation across common therapeutic modalities; sequencing the phases: treatment planning for a de-identified client from your own caseload.

Presenter

Jessica Good, MA, LPC

  • Licensed Professional Counselor (Missouri)
  • Trauma of Money Certified (The Trauma of Money Institute)
  • member, Financial Therapy Association
  • EMDRIA Approved Consultant
  • trained in somatosymbolic processing
  • clinical practice at the intersection of financial therapy and mental health
  • owner of Good EMDR Therapy, LLC and Therapy Is A Business LLC

Requirements and scope

CE requires attending all four mornings in full and completing the program evaluation. Certificates are issued after both are done.

The course includes guided group exercises in which participants work with their own mild-to-moderate money memories. An observe-only option is available. Participants are screened before the retreat.

This course does not address financial planning, investment strategies, or financial advice. Participants are trained to recognize when referral to a licensed financial professional is appropriate. All content addresses the psychological, relational, and systemic dimensions of money as they present in clinical practice.

Why This Therapist Retreat Is In Belize

Because the travel should be the easiest part of the week.

English Is The Official Language

US Dollars Work Everywhere

One Travel Day Each Way

Direct flights from major US airports to Belize City, then a 30 minute domestic hop to the resort.

Central Standard Time

Year round, so your body clock doesn't shift at all.

Caribbean beach at golden hour Lobby at Itz'ana Resort Paddleboarding on the Caribbean The deck at Itz'ana Resort at dusk Morning yoga at Itz'ana Resort Beach bar at Itz'ana Resort In the pool at Itz'ana Resort The library bar at Itz'ana Resort Beachfront deck at Itz'ana Resort Spa at Itz'ana Resort Air-conditioned meeting space at Itz'ana Resort Reading on the beach at Itz'ana Resort

SEE THE ROOMS AND PRICES

Jessica Good, MA, LPC, retreat host

Who Is Hosting The Money Shift Therapist Retreat?

Jessica Good, MA, LPC

EMDRIA APPROVED CONSULTANT · TRAUMA OF MONEY CERTIFIED · MEMBER, FINANCIAL THERAPY ASSOCIATION

Money used to terrify me. My parents built a fortune and lost all of it, and by my twenties I was broke enough to skip medical care when I needed it. The scripts I picked up in that house ran the show for years before it ever occurred to me to go looking for them.

And I go to a lot of retreats. Enough to have strong opinions about what makes one worth the flight, and what makes one a long week in a hot room next to a stranger you just met. This one is built from every single one of those opinions.

What Therapists Say About Working With Me

“Jessica helped me to organize my thoughts and, importantly, stop underselling myself... The process felt forward-moving, clarifying, and absolutely worth my time.”

TIFFANY THOMAS, LMHC · IOWA

“Jessica helped me confront and challenge the negative beliefs that many therapists hold about running a business... I now feel more empowered to own my role as a therapist and a confident business owner.”

CRYSTAL COLBOURN · REGISTERED PSYCHOTHERAPIST, ONTARIO

“I have learned a lot about my money beliefs and I have gained a lot of confidence. It has also helped me be okay with trying something and having it not work out.”

JESSICA DORZEK, LCSW

Rooms And Pricing For The Money Shift Retreat

Every price below covers the whole retreat, and every one of them is for a room of your own. No roommate, no shared bathroom, and nobody sleeping four feet away.

Deluxe Room with king bed at Itz'ana Resort Private terrace and daybed off a Deluxe Room Deluxe Room seating area
DELUXE ROOM

A private terrace and daybed of your own, steps from the pool, the beach, and the workshop space.

$4,295

PER PERSON

  • $600 holds your room
  • Weekly payment plans through February 15th
  • Or pay the balance in full and take 10% off, which saves you $369.50
HOLD THIS ROOM
Beachfront Suite at Itz'ana Resort, sold out
SOLD OUT BEACHFRONT SUITE

King bed, a separate living area, and a wrap-around terrace so the view follows you.

$4,895

The one bedroom beachfront villa is the next room up. See the villa

One Bedroom Beachfront Villa plunge pool Villa deck at sunset Living area in a One Bedroom Villa Full kitchen in a One Bedroom Villa Villa interior with Caribbean view Villa sitting room
ONE BEDROOM VILLA

Your own deck, your own plunge pool, a full kitchen, and complete privacy. And if booking it makes you flinch, bring the flinch, because that's exactly the work.

$5,795

PER PERSON

  • $600 holds your room
  • Weekly payment plans through February 15th
  • Or pay the balance in full and take 10% off, which saves you $519.50
HOLD THIS ROOM
THE VILLA COSTS LESS HERE THAN IT DOES FROM THE RESORT

Booking this exact villa for these exact nights straight through the resort costs more than booking it through the retreat.

A GUEST IN YOUR ROOM: $2,500

They share your room and join every meal, the welcome reception, the Garifuna cooking class, and every open afternoon. No CE credit, because they're not there for the CE.

COMING WITH A FRIEND?

If you and a licensed clinician friend each book your own room within 24 hours of each other, you each get $400 off. Send me a note before you register, and I'll set it up for both of you. This ends December 20th and doesn't combine with the 10% pay-in-full discount.

What Your Money Scripts Are Saying Right Now

You just looked at a number, and your nervous system said something back. Most of the time it doesn't feel like a belief. It feels like a fact. Brad Klontz and his colleagues named these patterns in their research on money scripts.

Money vigilance won't let you spend it. You saw the number and you were already out, before you'd checked whether your business could carry it.

Money avoidance hasn't run the numbers at all. You don't actually know whether you can afford this.

Money worship hesitates over what the week itself would cost. Not the tuition, the days.

A script and a real constraint will say the exact same sentence out loud. The difference is what happens when you check. So look. That's the whole ask.

Find out which money script is running your practice. Free quiz, less than 5 minutes.

What If Leaving Is The Part That Scares You?

For a lot of you, the money isn't the blocker at all. It's the passport, the childcare, the six days, and the person at home who's going to have to run the entire operation without you.

Belize is my answer to it. I won't book anything that takes me more than 8 hours away from my kid, so this whole retreat got designed with those boundaries in mind.

And the first time I left the country without my kid was a therapist retreat in Costa Rica. I was completely certain I'd be a wreck the whole time.

What actually happened is that for six days, nobody needed anything from me.

When I started going on therapist retreats, leaving all of that behind, I found myself again and I also found some great friends. I want that for you too.

Book A Free 15 Minute Call

Some of you are going to read this entire page and still not know, and that's a completely normal way to feel about a decision this size. Usually it isn't the retreat you're stuck on. It's your February, your caseload, your household, and whether this is your year.

So take fifteen minutes and let's talk about it. No pitch, no pressure, no follow up sequence, and I'm not going to sell you a room over a video call because that's not how I like to work.

And if it turns out this isn't your year, I'll tell you that, and I'll tell you what I'd do instead if I were you.

BOOK 15 MINUTES

Therapist CE Retreat FAQ

How much time do I need to take off work?

One week out of the office. The retreat runs Sunday through Friday, and some attendees add days on either end at the group rate.

How do I pay, and can I spread it out?

A $600 deposit holds your specific room. After that you build your own payment plan and finish it by February 15th, so the earlier you register the more months you have to spread it across. Paying the balance in full instead takes 10% off. If you're on cash basis, finishing in December also keeps the whole expense in your 2026 books.

What is the cancellation policy?

Cancel within seven days of registering and you owe nothing beyond the deposit. After that, a cancellation fee applies on a schedule tied to the retreat date. The full terms are in the Registration Agreement.

Will I have to share personal things in front of the group?

No. Depth is invited and never required. The experiential work happens on paper, in your own head, and in pairs if you want it. Plenty of people say very little all week and still leave with the thing they came for.

Can I come alone if I don't know anyone?

Most people do, and the group is small enough that it stops feeling that way somewhere around the first dinner.

Can I split a room with a friend?

Yes, and they don't have to be a clinician. A guest can share your room for $2,500. If you're both clinicians, you can each book your own room within 24 hours of each other and get $400 off each through December 20th. Send me a note before you register, and I'll set it up, or walk you through sharing a room.

Do I need to book flights before I register?

No. Your $600 deposit holds your specific room. Fly into Belize City, then a short hop to Placencia, and the resort collects you at the airstrip.

Is a therapist CE retreat a business expense?

Most likely, if you own a practice or work as a 1099 contractor, because continuing education is generally a business expense. You'll have a timed agenda and your CE certificate for your records, and your payment receipts already describe what they were for. Check with your own tax advisor for your situation.

See the other 11 questions
How many CE hours do you get, and how do they work?

Up to 10 CE hours (APA, NBCC, and ASWB), earned across the training. See the full CE credit details. Non-licensed practitioners are welcome and attend without CE credit.

What does a day at the retreat look like?

Breakfast from 7:00, training 9:00 to 11:45, lunch at noon, and dinner around 7pm. Between lunch and dinner the only scheduled items all week are “Pool Hours,” the Garifuna cooking class, and a floating sound bath at golden hour, all optional.

What if leaving the country is the part that scares me?

That stops more people than the price does. Belize is the answer I built to it, and there's a whole section above on why I picked it and what happened the first time I left the country myself.

What if money is not my sore spot?

Then you'll get more out of the clinical half than most people in the room. Being comfortable with your own money isn't the same as having a map for someone else's.

Who else will be in the room?

Private practice owners and 1099 contractors who set their own fees and are done playing small. People actively deciding what to charge, what to build, and what to stop doing. Under twenty of them, which is small enough that you'll know everyone by the second dinner.

Is the meeting space air conditioned, and is there wifi?

Yes to both, in the rooms and in the workshop space. Worth asking of any retreat you're considering, and worth checking that the answer covers the room you'll be learning in.

Can I bring someone who is not a clinician?

Yes. They share your room and join every meal, the welcome reception, the cooking class, and every open afternoon, for $2,500. No CE credit. A guest can be added up to thirty days before the retreat.

Can I come early or stay on afterward?

Yes. Your group room rate is held for extra nights on either side of the retreat, so extending doesn't cost you resort rack rate. Those nights are billed to you directly and aren't part of the retreat price.

Do I need travel insurance?

Yes. Travel insurance is required for every attendee, which is why it's a condition of registration rather than a suggestion.

Can dietary restrictions be accommodated?

Yes. The resort accommodates vegan, gluten free, vegetarian, and other restrictions or allergies. Note it on your registration form so it reaches the culinary team.

Is the venue wheelchair accessible? Will there be stairs?

The property has stairs and uneven, sandy terrain throughout, and it isn't wheelchair accessible. If mobility is a concern, reach out before you register and we'll talk it through.

So Which February Are You Having?

$600 holds your room, and your payment plan finishes February 15th.

HOLD YOUR ROOM

Still deciding?

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