Our Story

Founded in 2018, Lancaster Consulting is a unique practice that blends mental health support with financial guidance. Recognizing the deep and often overlooked connection between mental wellness and financial stability, we created this consulting service to address the dual challenges so many individuals and families face. Our goal has always been clear: to provide compassionate, comprehensive support that empowers people to thrive—both emotionally and financially.

Lancaster Consulting is led by the dynamic team of James and Tashena, whose combined expertise forms the heart of our holistic approach. James, a licensed Marriage and Family Therapist (LMFT) with a background in forensic mental health, clinical behavioral oversight, and public safety, offers tailored psychoeducation and therapeutic support. His understanding of how emotional experiences impact financial decision-making brings a depth of care and insight to each session.

Tashena, who holds a Bachelor of Science in Business Administration, complements this work with her financial expertise—offering tax preparation, financial planning, and personalized coaching to help clients navigate their finances with clarity and confidence. Together, they’ve supported over 2,000 clients in building stronger, more stable lives.

Whether we’re supporting a person through a life transition or guiding a workplace toward wellness, Lancaster Consulting remains rooted in one core value: healing happens when we honor the full picture of a person’s life. Mental health. Financial health. Together.

"We believe true well-being comes from understanding both the mind and the money. When people feel emotionally safe and financially informed, they can truly thrive."

 — James & Tashena, Founders of Lancaster Consulting

Values + Mission

At Lancaster Consulting, our work is grounded in the belief that every person’s story is unique—and so are their needs. We approach each client relationship with care, integrity, and a deep commitment to whole-person support. Our core values guide everything we do:

  •  We lead with compassion. We recognize that financial and mental health challenges are often deeply personal, and we meet our clients with kindness, understanding, and a genuine desire to help.

  •  We take full responsibility for our actions and our word. Our clients can count on us to follow through, provide consistent service, and uphold the highest standards of professionalism.

  • We believe that knowledge is a powerful tool. Through personalized guidance and accessible education, we equip our clients with the information they need to make informed choices for their financial and emotional well-being.

  • We honor each individual’s lived experience. By listening with openness and without judgment, we create a safe space where clients feel seen, heard, and valued.

Close-up of hands typing on a laptop—symbolizing focused expertise and seamless client support.

how we work

Our Team

At Lancaster Consulting, we believe in the power of collaboration. Our diverse team brings together professionals from the fields of mental health, finance, investment, and real estate—creating a dynamic environment where expertise meets compassion. Together, we provide integrated solutions that are tailored to meet the complex and interconnected needs of our clients. How we work together:

  •  Our financial professionals collaborate closely with investment experts to analyze market trends, uncover growth opportunities, and design strategies that balance risk with return. By working together, they deliver comprehensive financial plans that support both short-term needs and long-term goals.

  • We understand the profound impact financial stress can have on mental well-being. Our mental health professionals work alongside financial advisors to develop programs that educate, support, and empower individuals. From emotional coaching to financial literacy training, our integrated approach fosters resilience and clarity.

  • Real estate can be a powerful tool for building wealth. Our real estate specialists offer deep knowledge of property valuation and market trends, while our investment team evaluates these opportunities within a broader financial strategy—helping clients make informed, growth-focused decisions.

  • For families and individuals alike, our team offers wraparound support. Whether it’s financial planning, emotional support, or real estate guidance, we develop cohesive solutions that support the full picture of a client’s life.

  • We design interactive workshops that blend practical skills with emotional wellness. Topics include budgeting, investment education, financial stress management, and mindfulness strategies—empowering clients with tools they can use every day.

  •  Our internal referral network ensures that each client is matched with the right expert at the right time. Whether it’s a mental health concern, financial question, or real estate inquiry, we provide seamless access to the right support.

  •  Our team actively engages in research to explore the evolving relationship between mental health, financial behavior, and real estate trends. These insights inform our programs and allow us to stay at the forefront of integrated care.

Two professional women collaborating over laptops—illustrating Lancaster Consulting’s multidisciplinary teamwork taxes and mental health services

Our Vision

 We envision a world where financial wellness, mental health, and mental stability are recognized as deeply interconnected pillars of overall well-being. True prosperity extends beyond monetary success—it includes emotional balance, psychological resilience, and physical vitality.

By creating a supportive community of individuals and professionals, we aim to help people connect, learn, and grow. Through personalized services and accessible educational programs, we strive to help each person achieve financial confidence while cultivating a lifestyle rooted in balance, mental stability, and empowerment.