#financial-therapy

#financial-therapy

We have a shared account for bills and separate personal accounts, but when she has spent the money in her personal account she will just switch over to the shared account. I end up using my personal account for bills frequently. We've talked about this endlessly, we've looked at how much money we're spending, we've done budgets, but she just doesn't stick to it, and my personality does not lend itself to enforcement.

Guilt because I had more financial resources than they did - I'm a millionaire who has worked in finance for decades. Dread because I've seen, both professionally and personally, how quickly money can complicate even the best of relationships. As a financial planner professional turned financial therapist, I specialize in wealth alignment - helping ultra-high-net-worth individuals and couples transform money from a source of stress into one of connection, impact, and lasting fulfillment.

As a wealth advisor, I've noticed that my clients often have two reactions to meetings with me. They come out relieved, and even say "That felt like therapy." Or, they emerge worried that they shared too much. Money is really hard to talk about. So is death. It's no wonder that planning for inheritance is fraught for many families. That's why I decided to become a certified financial therapist in addition to a wealth advisor.