Searched: "Therapy informed financial planning"

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What Does Therapy-Informed Financial Planning Look Like?

Financial planning has historically focused on what to do with your money. This is hugely helpful for improving spending, increasing investment returns, navigating taxes, and making sure you have the right types of insurance in place.    But this method falls short when navigating the reality o...

Why Financial Planning Is Part of Healing From Childhood Trauma

Every year, when April comes around, I love the change from winter to spring, hearing the birds chirping, and seeing the flowers blooming. At the same time, I am reminded of the painful experiences children go through as April is National Child Abuse Prevention Month.    Why is a financial plan...

Healing from Financial Trauma as a Couple

What comes to mind when you reflect on the words “financial trauma?”    Take a few minutes to stop, reflect, and write about what comes to mind. Allow your mind to wander and consider.    Was it easy to come up with ideas and examples, or was it more challenging?    ​People often come up wi...

Developing a Family Investment Philosophy

What emotions does the phrase “investment philosophy” evoke for you? A sense of confidence and clarity? Or perhaps fear, confusion, or shame?     As a financial therapist and financial planner, I know there is not one answer to this. And if you are in a married or long-term relationship, the po...

How to Change For Good with Money as a Couple

If there is one guarantee in life, it’s that change is inevitable. As a couple, navigating your financial life —- goals, needs, desires, and hopes — will change and evolve throughout your relationship. Many couples think that to change their financial situation, they need to know more about how m...

High Income Not Rich Yet: 4 Steps To Build Net Worth Together

Written By: Ed Coambs MBA, MA, MS, CFP®, LMFT, CFT-I™ Expert at the intersection of financial planning, financial therapy, and couples therapy.   Where are you headed as a couple financially?    Are you on autopilot, trusting everything will work out — even if you don’t know how?   Or perh...

L.O.V.E. was Made for Me and You and Budgeting

Tracking your income and spending with your spouse will likely evoke a wide range of responses — most likely not delight and joy, but what if it could?    Some people who do love budgeting and have been using Mint for a long time are now trying to figure out which budgeting software to use. The...

How Couples Can Use Expressive Writing for Self-Reflection and Financial Well-Being

Money runs through every part of your life as a couple. It influences:    The jobs you have and don’t take The neighborhoods you live in and don’t The vacations you take and don’t And so much more   It is easy to take this for granted, which is why it is essential to develop a practice...

3 Ways Polyvagal Theory Can Help You Improve Financial Communication

Our relationship with money is often laden with emotions, stress, and unexplored territories. Polyvagal theory, developed by Dr. Stephen Porges, offers a fascinating lens through which we can understand and improve our connection with money. In this blog post, we will explore three essential conc...

A Therapist's Guide to Encouraging Your Spouse to Meet with a Financial Planner

As a therapist and financial planner, I understand the importance of addressing financial matters with sensitivity and openness. In the tapestry of a committed relationship, financial conversations weave a delicate pattern that can either strengthen bonds or introduce strains. In this blog post,...