Services for Legal & Financial Advisors

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Summary of Services for Advisors

OPG offers customized, private services to advisors; these services can be offered in-person or remote. Please refer to the below services for more information.


When behavioral health issues arise, it can be challenging for advisors to determine a course of action that fits into their role. O’Connor Professional Group offers diagnostic assessments for clients; we also provide treatment placement consultations for clients interested in residential options, but who are unsure about which facility to choose. Finally, OPG provides multidisciplinary team consultations for complex cases (i.e., multiple co-occurring issues, concerns around a family business). Additionally, consultations include:

  • Gathering of clinical history from family, therapeutic providers, and individuals
  • Development of a plan for clinical, educational, vocational, independent living and social resources


Case management and care coordination are crucial services for anyone struggling with behavioral health issues and can be a resource to advisors working with families with behavioral health issues. Families require cohesive plans with vetted, high-quality resources, and tailored, coordinated services to address their specific needs and to achieve long-term success. Many families, employers, and advisors struggle with navigating the system and facilitating conversations between multiple professionals. OPG can offer case management and care coordination over the long term to individuals and their various support systems. Additionally, case management services include:

  • Assistance forming a clinical team
  • Facilitation of communication between providers and family members
  • Creation of short- and long-term goals, monitoring of progress
  • Coordination of services


When an individual is unable or refuses to address a pattern of unhealthy behavior, family members, advisors, or employers may reach a point where they require professional help to facilitate a conversation, with the goal of getting an individual to accept help. OPG tailors the type and approach of the intervention, as well as the professionals involved to best address the presenting situation. Additionally, interventions include:

  • Facilitation of meetings with family members to encourage a resistant individual to engage in services
  • Identification of appropriate residential treatment facility or treatment program
  • Follow up and guidance following intervention


Any individual struggling needs therapeutic support, but it is also important to have accountability tools built into aftercare treatment plans. Outcome studies suggest that individuals with substance use or addiction issues who participate in alcohol and/or drug monitoring have lower relapse rates than their counterparts. Clients with eating disorders may benefit from community-based support to ensure adherence to nutritionists’ meal plans. Finally, many clients struggle with effectively managing their finances and that process can be a source of frustration for the family enterprise. OPG offers customized monitoring tools to address each of these needs. Additionally, monitoring services include:

  • Financial management
  • Alcohol/drug testing
  • Medication management


OPG offers an array of short-term therapeutic training experiences for individuals and their support systems. These options range from supportive transitions from residential programs to in-home eating disorder support. Intensives serve as home-based alternatives or step-downs from institutionally based clinical programs (e.g., intensive outpatient programs, family programs offered by residential treatment programs), and allow clients to work with their established clinical teams in their communities.


Executive Coaching helps individuals assess their long-term career and educational goals, increase their productivity, and optimize their time. OPG services offers Executive Coaching tailored services in person or remotely to aid clients in achieving and maintaining successful careers.


Our therapeutic recovery coaching services include a broad array of activities that can help to ease a client’s transition to the community after a residential treatment or provide support as a complement to outpatient clinical services. Coaching services are tailored to a client’s specific diagnosis and can be delivered on a personalized schedule. O’Connor Professional Group matches the therapeutic coach to the client’s clinical profile and personal preferences. Our coaching services also assist clients with organization, time management, and executive functioning. Additionally, therapeutic recovery coaching includes:

  • Interface with insurance company/funding sources
  • Vocational coaching (e.g., job searching, resume writing, volunteer placements)
  • Educational support (e.g., applying to schools, completing assignments)
  • Executive functioning coaching (e.g., time management, organization)
  • Socialization (e.g., location of positive peer networks)
  • Exposure work in conjunction with a clinical team
  • Nutritional and fitness guidance
  • Coping and interpersonal skill development (e.g., stress tolerance)
  • Navigation of self-help meetings (e.g., AA, NA, Smart Recovery)
  • Transportation to and from appointments


OPG Therapeutic Recovery Companions provide individuals with support to maintain independent, productive lives. Therapeutic Companions can respond rapidly to client needs, offer intensive support, stabilize individuals in crises, and empower change while seamlessly blending into social and professional circles. They work collaboratively with aftercare treatment teams and are closely supervised. Additionally, therapeutic recovery companions can include:

  • 24/7 in-person support
  • Available for both long and short term support
  • Available nationally and internationally in a timely manner
  • Knowledgeable professionals capable of rapidly developing rapport even in the most challenging of circumstances
  • Supported by an administrative infrastructure that allows for smooth logistical planning, service coordination, and client safety
  • Trained and supervised closely by OPG clinical supervisors
  • Collaborative with multidisciplinary teams that may include advisors, lawyers, clinical professionals, family members, and/or employers
  • Matched to a range of clinical needs, personality profiles, and interests
  • Skilled at navigating high-risk situations and troubleshooting client crises


Treatment for behavioral health issues focuses on the individual, while family members still need resources to manage their own reactions and emotions. OPG employs a “dual-track concept,” with separate professionals coaching the individual and his or her family members, to ensure that all parties find ways to heal. OPG also offers guidance to advisors, employers, and professionals when they encounter behavioral health issues in their work with families, colleagues, or employees. Additionally, family, advisor, and employer services include:

  • Education on diagnosis
  • Crisis management
  • Support on developing and holding healthy boundaries

To see how a sample behavioral health treatment plan can come together with the help of our team, read our alcohol use disorder case study, and our opiate case study.

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Learn more about how OPG can help.

OPG services are not covered by insurance.