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Professional Guide: Using Metaphor to Facilitate Financial Orgasms

  When you first hear the phrase financial orgasm, you might chuckle—or even cringe. But here’s the truth: evocative metaphors are some of the most powerful tools we have as professionals working with couples around money. Whether you’re a financial planner, accountant, estate planning attorney...

How to Have a Financial Orgasm

What if the picture above represented how you felt after a conversation about money? When you hear the word orgasm, your mind probably goes straight to the bedroom. But what if I told you that there’s another kind of orgasm—one that happens outside the sheets and inside your bank account, investm...

đź§  Professional Guide: Recognizing and Responding to the Freeze Response in Financial Conversations

Why This Matters Many professionals working in financial services and relational healing roles encounter clients who seem “unmotivated,” “avoidant,” “disengaged,” or “irresponsible” when it comes to money tasks. But what if those behaviors aren’t signs of resistance... What if they’re signs of ...

Unfreezing Financial Paralysis: How Trauma, the Nervous System, and Relationship Safety Can Restore Financial Flow

Have you ever stared at a stack of bills, a budget spreadsheet, or a financial decision... and felt your mind go blank? Maybe your chest tightens. Maybe your breath shortens. You know you should do something—but your body says, “Don’t move.” That, right there, is what many of my clients describ...

Helping Couples Navigate “Mo’ Money, Mo’ Problems”: A Guide for Financial Planners and Therapists

  For couples, financial success often carries a paradox: the very wealth they worked so hard to create can stir old insecurities, surface unresolved family dynamics, and strain intimacy.As professionals—financial planners, financial therapists, and allied practitioners—we are uniq...

When Success Hurts: Navigating Love and Money After Reaching Your Goals

Mo’ Money, Mo’ Problems in Marriage: Building Financial Intimacy After Success We’ve all heard the phrase: “Mo’ Money, Mo’ Problems.” It’s easy to laugh at when you’re hustling for the next promotion, building your business, or climbing toward financial goals. But for many couples, the moment th...

Trauma-Informed Love and Money: A New Paradigm for Couples and Money

What If Love and Money Was Trauma-Informed? There’s a moment in many relationships, especially when money is involved, where one partner says, “I just don’t get why they’re acting like this,” and the other thinks, “I feel so unseen.” It’s not a lack of love. It’s a lack of understanding. At Hea...

When Fear Shows Up in the Room, What Every Money Professional Needs to Know

One of the most common emotional undercurrents professionals witness in couples work, whether financial or therapeutic, is fear. Sometimes it is spoken. Often, it is not. It may show up as one partner silently shouldering all financial responsibilities, believing it is their job to manage every...

How to Be a Financial Therapist: Where Do We Begin?

Where do we begin? I take a deep breath as I think about how to begin this post, this question, this journey. How do you become a financial therapist? Even after more than a decade of practicing financial therapy, the question still stirs something in me. Not because I don’t know, but because I ...

Breaking Free from Idealized Financial Standards: Finding Your Own Way to Wealth and Worth

I was in a coffee shop when it hit me. Just like airbrushed models on magazine covers, there are airbrushed versions of financial success we carry around in our heads, polished, curated, and often entirely unrealistic. Many of us are familiar with the cultural conversation about idealized beauty...