Searched: "Therapy informed financial planning"

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Why Labor Day, 9/11 and Financial Intimacy Matter To Me

Dear Readers,   Today, I will write in a more personal tone than usual. September is a significant month for me, as it may be for you. Up to this point, I have yet to give much thought to Labor Day beyond the fact that it is a federal holiday and typically comes along with signaling the end of ...

How Grief, Growth and Gratitude Advance Financial Well-Being For Couples

Helping couples connect the relationship between grief, growth, and gratitude is not always immediately instinctual. Still, over time, it becomes a way that they can find new levels of financial well-being together.    Take a few minutes to slow down now and reflect on your initial impressions ...

Together in Transition: How Therapy Supports Senior Couples' Changing Financial Dynamics

Navigating the intricacies of financial dynamics is challenging at any age. But for senior couples, the stakes are even higher as they grapple with the complexities of retirement, potential health issues, and the intricacies of senior care.  All these aspects can significantly strain relationshi...

How Financial Planning and Financial Therapy Work Together To Foster Financial Intimacy

As a couple, you have a lot of money flowing through your life. It can take a lot of work to keep track of it all. There is checking accounts, savings accounts, credit card accounts, investment accounts, home loans, estate planning documents, etc. With a hope that it is all leading to increasing ...

Book Review: The Body of Money: A Self Help Guide to Creating Sustainable Wealth Through Innate Wisdom

When you think about financial wisdom, what comes to mind?    My guess is that you don’t think financial wisdom is connected to your body.   Let this blog post be an invitation to expand your view of financial wisdom to include your body.    Why is this so important for you as an individual...

Escape the Abyss: Reclaim Your Mental Health and Relationships From Financial Stress

Money issues, far from just being a matter of numbers and cents, can spark a torrent of mental pressure leading to depression, anxiety, and other psychological complications. The strains can permeate personal relationships, inducing conflicts, fostering resentment, and even severing bonds entirel...

How Financial Maturity Increases Hope In Your Financial Future As A Couple

What comes to your mind when you think about financial maturity?    Have you ever heard this word combination?    I hadn’t until about seven years ago. It was when I read George Kinder, The Seven Stages of Money Maturity. His book gave me a new language for understanding our relationship with...

5 Essential Ingredients To Building Wealth As A Couple

Building wealth together as a couple may be one of your most significant challenges.    Take a minute to notice even your reaction to the word wealth.    What is your reaction to the word wealth?   What is your partner's reaction to the word wealth?    What is the history behind each of y...

10 Essential Elements For The Joy of Financial Intimacy

Fostering financial intimacy is an ongoing process.    Ask me how I know this.    I am a dreamer, and my loving wife is more pragmatic. There are many ways we are similar and different.    I didn’t know how this would impact our marriage and money life 17 years ago as we stood at the altar ...

How To Handle Financial Resentment In Your Intimate Relationship and Foster Financial Intimacy

When Financial Resentment Breaks Through Sitting in a parking lot on vacation with tears in my wife's eyes, the reality of financial resentment buildup comes pouring out. We are a couple like so many other couples. First and foremost, we are human. Second, we each have a personal history with mo...