Financial Counseling and Therapy is only offered with an integrated advice approach.
You must be a private-pay financial advice client.

Yes, you really can strengthen your relationship and almost eliminate arguments about money. It is important to understand that most arguments are not just about money; they are about time, attention, values, dreams, goals. 

Money is necessary, but it is not the most important thing in life. Having an objective third party to help you create your financial life plan, gets you both on the same page.

When both of you are given the space to think and talk about what it most important to you, you will feel hope and start seeing the direction to go. That is when I will help you both co-create a map of where you want to be.  

Don’t worry, there is hardly any “woo woo”…
this evidence-based approach uses careful methods of practice.

I am also not going to be mean to you like some radio “financial coaches”. I will be careful to understand, direct with suggestions, but always try to be kind. 

It is not just you, most couples struggle with the tension and awkwardness that decisions around money can cause. In fact, money continues to be the second leading cause of divorce. What is frustrating is that most fights about money would be unnecessary if we were taught about money and relationships in school.

Often, people will ask if I can just do it all for them. I am an Advice-Only, private fiduciary, CFP® professional that owns a family office. So, I can do more for you than almost any type of advisor, but I can’t do everything FOR you. No one can. There are just some things you have to yourself.

You see, all of your real relationship progress will, ultimately, be up to you. I am just a guide to take you through the rapids. It is up to you to take ownership of your relationship with money, and take care of each other. It is up to you to be brave enough to develop the new habits I teach you.

I only take on clients who are both willing to commit to effort. Trying to be open to learning, growing, and willing to take the baby steps necessary to run. Those steps are different for everyone, but might include:

  • Co-creating a map for where you want to be
  • Biweekly virtual meetings, for up to a year
  • Exploring each of your personal money stories
  • Understanding each of your habits and attitudes toward money
  • Redefining expectations
  • Re-framing beliefs that don’t serve you anymore