Money is challenging, it doesn’t have to be. We’re here to help you uncover your values and reasons impacting your financial decision-making - your money story! Aligning your decisions around money with your values, dreams, and strengths helps you live out your money story each day. We use tools from positive psychology, financial therapy, financial psychology, and coaching, is used to help you learn about and live out your money story!
FINANCIAL GUIDANCE
THE PROCESS
Strengths-Based
Curious about the process? Each engagement is designed around exploring your history, values, and natural strengths regarding money - your money story! A strengths-based approach, incorporating tools from positive psychology, financial therapy, financial psychology, and coaching, is used to help you learn about your money story.
OUR CLIENTS
Family-focused
Our clients are working professionals, business owners, and families who want to learn about and live out their money story. They recognize that their decisions are impacted by their values and history with money, that their future decisions could be better aligned with their strengths, and that positive financial wellbeing is a crucial component of their overall wellbeing.
THE QUESTION
What's Your Money Story?
Your money story is unique to you. It has several chapters most people never bother exploring - your values, dreams, and history with money. The best chapters are unwritten - your money goals and future decisions. Uncovering your money story is about exploring all of these and much more.