Through a series of conversations and exercises we will examine your money beliefs and behaviors and develop a SMART (Specific, Measurable, Agreed Upon, Realistic, Timely) Money Plan to increase your sense of financial control and security to improve your overall financial/emotional well-being. In these sessions we’ll examine the spoken and unspoken money lessons you learned in your family of origin. We’ll identify your conscious and unconscious money values and your attitudes that influence spending, saving and borrowing habits. We’ll identify money behaviors that will lead you to your financial goals and create a plan of action to enable you to honor your money and enjoy your life.
To learn more about my approach, read my profile in the Journal of Financial Therapy here.