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Investing in Financial Counseling

Watch this video on YouTube As a long-time advocate of blending financial planning with counseling, I’ve had years of seeing the benefit for clients. I have come to see financial counseling as an investment: one that can pay greater dividends than investments in...

Is Faster Financial Therapy In Our Future?

Watch this video on YouTube Financial therapy can help clients increase saving or income, reduce spending, and significantly reduce anxiety. The problem is that achieving such results takes time and money. How much time and money? That is impossible to predict. I know...

When Parents Can’t Say No: Financial Enabling

Watch this video on YouTube “Pleeeeeze?” Your nine-year-old daughter has spent her allowance but is begging you to buy her a toy she “just has to have.” “I really will pay you back this time. I promise.” Your 30-something son,...

Financial Stress in Times of Transition

Watch this video on YouTube Stress is what happens when something you care about is at stake. This definition comes from Susan Bradley, CFP, author of Sudden Money and a specialist in the financial aspect of life transitions. The stress around these transitions is a...