Becoming financially realistic and healthy

"Money may be the husk of many things but not the kernel. It brings you food, but not appetite; medicine, but not health; acquaintance, but not friends; servants, but not loyalty; days of joy, but not peace or happiness."        ~Henrik Ibsen

How are you and your money?

  • Are finances a source of stress and worry in your life? Do you argue about money?
  • Do you have questions about the economy and where you fit?
  • Are you in financial trouble? Are you struggling to make the changes you need?
  • Are you making the most of your money? What is your personal financial philosophy?

An Accountant and a Psychotherapist

I serve my clients in two dimensions: Accounting provides a reality check and a unique means to examine the past and look into the future. Psychology listens in, concerned that nothing truly important is overlooked, forgotten, or bargained away.

Financial Crisis Assistance

If you are struggling financially, you need to make decisions and take action. At the same time, you might be hesitant to face reality and it often seems there are no good choices. I help you figure it out. Bringing together the mathematic and emotional realities of your life, I work with you to understand the situation and put a plan into action. While a series of sessions is most rewarding, even a single meeting provides practical suggestions and helps you decide on next steps. 

Money in Marriage and Families

Money seems straightforward but it is a difficult topic to discuss honestly. Every person has his or her own financial personality and within your marriage, family or partnership, even small differences can feel huge, making it tough to see the full range of options.  I work with couples, partners, and families when money issues are causing conflict or threatening the future of the relationship.

Developing a Wealth Philosophy

If you have plenty of money, the problems are different, but just as difficult. There are practical realities about wise use, keeping life in balance, and legacy. Where stakes are high, risk becomes a key issue. In addition, having money impacts relationships currently and across generations. We will talk thoughtfully about these power dynamics, the importance of trust, and about expectations and responsibility.