When a Small Money Moment Reveals Something Bigger

Not long ago, I was sitting with a couple who had just come from breakfast.

They were smiling as they settled in—there was a lightness between the...

When Money Conversations Feel Bigger Than They Should

It started, as many conversations about money do, with something small that didn’t feel small at all.

He had his laptop open at the kitchen tabl...

For CPAs, Financial Planners, and Financial Therapists, tax season is one of the most structured and technical periods of the year.

Documents are gathered.
Numbers are reviewed.
Compliance and accura...

How filing your taxes together can strengthen your relationship!

Tax season rarely arrives with excitement.

More often it shows up quietly, an email from your accountant, a reminder from tax softwar...

Why Couples Struggle to Talk About Money

Most couples do not struggle with money because they lack intelligence.

They struggle because money carries emotional meaning.

Money represents:

Security.
...

When the Word “Entitled” Enters the Room

When a client uses the word entitled, something significant has already happened in the system. The word rarely appears at the beginning of tension. It usuall...

There’s a question that sits quietly beneath many conversations about entitlement, though it’s rarely spoken out loud:

If I can’t count on you emotionally, relationally, can I at least count on you f...