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If you're not sure where to begin,
You're in the right place.

Money is emotional. Family money is even more so.
And most people arrive here feeling unsure—not because they’ve done something wrong, but because they’re trying to figure out what kind of support actually fits.

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This page is here to help you choose a next step that feels right for you and your family. There’s no commitment required.

Why this page exists

Different families need different kinds of support at different times.
Some want quiet space to reflect.
Some want to listen and learn first.
Some know they need help navigating difficult conversations.

There is no “right” starting point—only the one that meets you where you are right now.

Choose the Path That Fits You Best

Start with Tools (Self-Guided)

Best if you want to explore on your own, at your own pace.

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This path is a good fit if:

  • You prefer working privately or independently

  • You want structure without ongoing conversations

  • You’re looking for practical tools grounded in psychology

  • You want to start small without a big commitment

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You’ll find journals, workbooks, and digital resources designed to support reflection, clarity, and healthier money conversations.

Start with Listening & Learning

Best if you want to feel less alone before taking action.

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This path is a good fit if:

  • You’re early in the process

  • You want to hear real conversations about family and money

  • You’re curious about the emotional side of money

  • You want ideas without pressure to “fix” anything

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The Family Money Podcast explores how beliefs, emotions, and relationships shape financial decisions—at home and across generations.

Start with Coaching
(1:1 Support)

Best if money conversations feel stuck, tense, or overwhelming.

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This path is a good fit if:

  • The same money issues keep coming up

  • Conversations turn into conflict or avoidance

  • Decisions feel heavy or emotionally loaded

  • You want personalized, family-focused support

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Coaching provides space to slow down, understand patterns, and work through the emotional and relational side of money—together.

Not Sure Which Path to Choose?

That's Okay.

Many families move between tools, listening, and coaching over time. You don’t have to decide everything right now—and you’re not locked into one approach.

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If you’re unsure, you can:

  • Start with a tool and see how it feels

  • Listen to a few podcast episodes

  • Reach out with a question before committing

 

Clarity often comes from taking one small step.

What Makes This Work Different

This work is grounded in financial psychology, which means:

  • We focus on people, not just numbers

  • Emotions and relationships are part of the conversation

  • There’s no pressure to optimize or perform

  • Tools and coaching are designed to support real families

 

The goal isn’t perfection. It’s understanding, alignment, and forward movement.

What This Is Not

To set clear expectations, this work is:

  • Not financial planning or investment advice

  • Not therapy or mental health treatment

  • Not judgment, shame, or one-size-fits-all solutions

 

Clear boundaries help create safe, effective support.

Wherever You Start Is Enough

You don’t need to have the right words, the right plan, or the right answers to begin.

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Just choose the next step that feels manageable.

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