The Family Money Tree helps you discover the "family factor" in your finances.
Learn what this tool is and why it's so important. Plus, why it's the #1 tool I use with my clients to help them heal their relationship with money and each other.
What and who were the main influences in your life that shaped your financial beliefs?
How to use “The Family Money Tree” to understand the stories you tell yourself about money. This will help you develop better communication, understanding, and trust with your partner.
A step-by-step action guide walking you through creating your own “Family Money Tree”.
Discover the key symbols that represent life experiences that help you track the patterns that exist in your money stories.
Learn about additional symbols that can take your Family Money Tree Deeper.
Learn to interpret what your “Family Money Tree” means to you and how to use it to improve communication. Also, understand the money stories each of you has been using in your relationship.
Learn how everything you’ve learned in the course will help you stop your financial conflicts.
Download an example "Family Money Tree" that you can use to create your own.
I’m an expert in helping clients develop financial intimacy. I help them stop money fights and reconnect when they’re not on the same page about money. I’m one of only 50 financial therapists in the U.S. and a licensed marriage and family therapist (CFP®, LMFT, CFT-I™). Plus I have an MBA and was a financial advisor before becoming a therapist.
Working as a financial advisor I realized that helping people develop financial plans, budgets, investments, and wealth management isn’t enough. Without addressing the deeper psychological aspects of the person, none of it made a big difference in my clients' lives. People still made decisions that weren’t in their best interests. Many had unresolved conflicts with their partners about their core beliefs about money.
I help my clients resolve money conflicts, discover their core money beliefs, develop emotional intimacy, and learn how to communicate more effectively about money. I help them understand how their past has influenced their present. Then these couples can feel like a “team” when it comes to their money.
I understand this process deeply. I began my life as a firefighter. Now with three graduate degrees, I still find myself confronting issues about money in my own life and marriage. Through the processes I teach, my wife and I have been able to develop trust, intimacy, and security on a level that wasn’t always present in our marriage.
"The Family Money Tree course was helpful in bringing awareness to the emotions and behaviors that surround money in my life and in the lives of my family members. This new found perspective and understanding has empowered me to be thankful for things that are going well and provides clarity for making changes where they need to be made. The course called attention to habits and other learned behaviors that can be changed for financial intelligence and healing to take place. Thank you for offering this information in such a simple, yet profound way."
"You brought up SO many things I never would have thought of. Financial infidelity, family secrets, and wealth transfers were something I never thought of as part of my money history. The last lesson really brings everything together on how this family tree exercise can have an impact on how I actually live in my day-to-day life."
"This is a phenomenal resource! You provide so much content in such a short time. I think genograms are so complicated to teach and you break it down in such an easy to understand way without losing the necessity complexities that are required to see the full ‘picture’. It was enjoyable to listen to and made me want to spread the word of the Family Money Tree to all my friends, family, and colleagues."
You’ll get access to the content immediately after purchase. That way you and your partner can begin to develop a deeper intimacy with each other and a better relationship with money.
You’ll only get out what you put into this process. If you and your partner take the time to really dive deep into your money beliefs using “The Family Money Tree”, you will begin to develop a deeper understanding of one another that will help you stop fighting about money.
However, the process of developing complete financial intimacy takes a commitment. You will need to keep working on the deeper processes underlying your own money beliefs.
The process requires deep empathy and understanding of one another. It requires communication skills as well as the willingness to examine the experiences you’ve had with money in the past.
Although “The Family Money Tree” kickstarts the process of stopping money fights some people may need deeper learning to help them to continue to develop these skills (which you can find in my other courses).
Other people may have the desire for a more personal approach with a therapist or a coach who can help them work through these processes and skills in depth.
This course is not a substitution for and does not constitute therapy.
I am a licenced therapist, however, I am providing education in this context.
Only a licensed mental health practitioner can provide therapy. I am a licensed Financial Therapist in the state of North Carolina and provide therapeutic services to those in my state.
If you’re in North Carolina and need financial therapy services, you can access my Financial Therapy Services here.
I also offer these services on a coaching/consulting basis for people outside of North Carolina. You can contact me here.
“The Family Money Tree” will create in-depth knowledge and personal learning even if you do it on your own. Often when one member of a partnership grows, the relationship grows.
However, for the best results, both partners should be committed.
Completing “The Family Money Tree” course together is the first step in developing understanding, trust, security, and intimacy in your relationship with each other and money.
Each lesson in this course is taught with a 5-10 minute video.
Working through the entire course will take approximately 1 hour of your time.
However, the discussions that result after completing the course may take longer depending on you and your partner’s commitment.