Your Financial Reality

If you are struggling financially, this is not an easy time to make the decisions and take the action that you may need to.  You must sort through records, put it in meaningful order and understand it.  At the same time, you might be hesitant to hear what the reality will say.  I can help you figure it out. 

I will not judge you and where you are.  Tell me about your circumstances, your past decisions, and your hopes for the future.  By bringing together both the mathematic and emotional realities of your life, I work with you to understand the decisions you face.  And I support you in putting plans into action.

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 raises issues in your relationships and across generations.  You can talk with me about these power dynamics, the importance of trust, and expectations and responsibility. 

Money In Marriage and Relationships: "Money is the new Sex" 

Money can be the most difficult and embarrassing topic to discuss honestly.  You know it's crucial.  You know it's scary.  You know it's personal.  I work with couples, partners, families when money issues are causing conflict or threatening the future of the relationship.

Every person has his or her own financial personality.  This comes from your history with money, your choices of career and style, and your tolerance for uncertainty.  Within your marriage, family or partnership, even small differences can feel huge.  They make it difficult to see the full range of options.  And when the comings and goings of money change within a marriage, family or friendship, it changes even simple things as well as the way the future looks.

My Financial Philosophy

Money is dynamic:  The money we have, or lack, creates in us sensations of security, promise, envy, fear, pride, guilt and accomplishment.  

Money is interpersonal:  On the opposite side of any transaction, we find another person, the power structures of our society, and forces of fate and providence.

Money is full of meaning:  Every dollar we earn, spend, donate, borrow, invest, wager or bequeath attempts to accomplish something in the world. 

If you find these statements intriguing, I welcome the opportunity to examine frankly and seriously your money: how you hold it and how it comes and goes in your life