A different way to think about money
I work with families who want their financial decisions to reflect their values—not just their spreadsheets.
The "Why"
Money rarely shows up as just numbers.
It shows up in conversations that feel tense.
In decisions that linger longer than they should.
In patterns we don’t always recognize until they’ve been repeated for years.
Many families are doing “fine” financially, yet still feel stuck, overwhelmed, or disconnected when money enters the room. That’s not a failure of discipline or knowledge—it’s often a sign that the emotional and relational side of money hasn’t had much space.
That’s the space I work in.
Hi, I'm JW
My work sits at the intersection of family, money, and psychology. Rather than focusing on what families should do with their money, I help them understand how they relate to it—and how those patterns affect communication, decisions, and long-term well-being.
This approach is grounded in financial psychology, family systems, and positive psychology. It’s thoughtful, paced, and designed to meet families where they actually are.
How this Work is Different
My work sits at the intersection of family, money, and psychology. Rather than focusing on what families should do with their money, I help them understand how they relate to it—and how those patterns affect communication, decisions, and long-term well-being.
This approach is grounded in financial psychology, family systems, and positive psychology. It’s thoughtful, paced, and designed to meet families where they actually are.
What this work is—and what it isn’t
To be helpful, this work needs clear boundaries.
This is:
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Financial psychology coaching
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Family-focused and relational
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Supportive of reflection, awareness, and decision-making
This is not:
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Financial planning, investment, tax, or legal advice
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Therapy or mental health treatment
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Crisis or emergency support
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A place to be told exactly what to do
These boundaries aren’t limitations—they’re what allow the work to feel safe, focused, and effective.
Who This is For
This may be a good fit if you:
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Want money to feel less emotionally charged in your family
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Are open to reflection and conversation
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Value alignment as much as optimization
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Prefer thoughtful progress over quick fixes
This may not be a good fit if you’re looking for:
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Immediate answers or directives
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Technical financial advice
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A purely numbers-driven approach
Both preferences are valid—this work simply serves one side of that spectrum.