Financial health means having a balanced, comfortable relationship with money. It is using money, not as an end but as a tool to achieve what is most important in life. Learn to create a healthy and balanced emotional life; which is not separate from money.
Money issues can be paralyzing. I provide meaningful guidance and self reflection to those looking to change their money stresses and dynamics. Behaviors around money—such as compulsive spending, unmanageable debt, financial dependency, enabling, secrecy about money, or conflict in families—may be some of your deepest life difficulties. With compassion and expertise, we will explore these issues and create meaningful change.
For newly engaged and married couples. Understand your money history as individuals and gain tools for open, honest communication. Explore what is necessary for successful marriage when it comes to money. Learn how to avoid classic pitfalls that creates marital stress. Talking about money is not easy, or romantic. Money can be a major source of stress in relationships, and sadly is a major cause of destruction in marriages. Talk early and talk often!
Wonderful and fun occasions that bring everyone together—parents, children, grandchildren and spouses—to focus on the interests of the family. These meetings provide a forum for the family to practice (and become comfortable) with honest conversation. Open channels of communication and build trust between members—cornerstones to cohesive family relationships. Every family is different. Family meetings are customized to your needs and your agenda.
Workshops and Retreats
Brings mothers (boomers) and daughters (millennials) together to talk about those financial issues that are just plain hard to discuss. Where does your money come from? What do you do with your money, and more importantly, what does money do to you? What are the mistakes you've made and lessons you have learned? Learn and grow from each other, explore generational differences and how we were influenced by events in our lives. Share perspectives and create a vision of our lives for today and tomorrow. Workshops are customized to your group.
Impactful sessions ranging from financial education, money & relationships, financial infidelity, fiscal inequality, addressing fears—no topic too basic. Providing empowerment for women to take hold of their financial well-being. Confronting the issues that are so difficult to talk about. Designed to inspire and educate.