Our Approach

We give our clients the tools for long-term emotional and financial success.

 

Areas of Expertise

 

COGNITIVE BEHAVIORAL and Dialectical Behavioral THERAPies Related to finances:

DBT skills assists with improving things such as communication skills, distress tolerance, and mindfulness. CBT examines the automatic thoughts that may occur, in this case, around money and reframe them.

Banking and investing basics:

For couples; finances are not only about which stock to buy or whole life vs. term life insurance but more importantly how to arrange your finances, the day-to-day communication regarding money and the systems that guide them. Banking and investing basics are incorporated as well.

Research:

Our mission is to create a financial infrastructure that leads to less conflict. How? Research. Then give that information to our couples. All of our clients are invited to participate in the research process or nominate a couple who may be interested.

Advocacy:

Nowhere else is financial exploitation permissible but within marriage. The current solution, “educate women” in that statistically, women have a higher rate of being victims of economicl abuse. We are looking to open the conversation via education, collaboration across industries, and advocacy in order to help mitigate the financial disparity and division within the context of marriage.