The dollars and cents of financial wellbeing matter, but financial wellness requires more than knowing about income, debt, net worth, credit scores, and emergency funds.
Financial wellness is recognizing money as a source of empowerment which maximizes physical, mental and emotional health. I am not here to tell you what to do with your money. I am here to work through your money history, emotions around money, and specific situation so you feel empowered and confident in making the best decisions for yourself and those you love.
For Individuals
No matter your stage in life, it is vital to have a healthy personal relationship with money. Most people do not feel comfortable discussing money, but it is a huge part of our lives. The driving force behind my practice is to help individuals heal from financial trauma and process their own money histories to positively impact decisions and behavior. I am passionate about reducing depression and anxiety around money and wealth. As clients experience the personal and financial growth that accompanies improved financial circumstances, they are able to expand their coping skills in all areas of their lives.
What does this look like?
While my services are very individualized, topics we may discuss include:
Stressors around income and expenses
Money histories and how your parents handled money
Transforming negative money narratives
Healing from money traumas
Motivations and goals
Budgeting basics
Services for Couples
How do you manage your money as a couple? Who decides this?
Money is a common reason for arguments within a couple. It is typical for one person in a couple to make money decisions or be “in charge” with money.
Do your money conversations end in arguments or tears?
Let’s invite money into the conversation in a manner that is safe and nonjudgmental. These services are tailored to your needs and typically build upon client work at the individual level.
We may explore the following…
Money stories and the impact on financial decisions.
Examine emotions around tracking money.
Organize your “financial house.”
Develop healthy communication and conflict resolution skills.
Align financial values and vision.
Create money goals, practice consistency.
For parents and families
Our financial experiences with money impact so many aspects of life, including how we raise our children.
I stand for raising motivated children who have a positive relationship with money. A driving force behind my practice is to help individuals heal from financial trauma and process money histories so they can make good money decisions for themselves and teach their children healthy money habits.
If you are parenting with a partner, this will build upon my work with couples and I will asses whether or not we should start there.
Topics covered may include:
Family financial legacy
Child development and behavior
Healing from money traumas
Nurturing financial wellbeing
Appropriately involving children in decision making
Fostering financial literacy and healthy money habits
Saving, spending, and giving for children
A shared financial vision
Avoiding raising entitled children
