Transform How Your Family Talks About Money
That pause before discussing savings with your partner. The deep breath before helping your kids understand spending choices. The quiet worry about teaching them healthy money habits.
Truth is, we're all emotional about money. These aren't just conversations about budgets — they're about the patterns and behaviors that shape how your family thinks about spending, saving, and planning for tomorrow. Understanding these patterns can transform both your choices and your peace of mind.
The path forward starts with having the right conversations in the right way.
Better Money Conversations Start Here
Your family deserves financial conversations that bring you closer, not drive you apart. This comprehensive system gives you:
The Family Money Meeting Framework
- Create a safe space for honest money discussions.
- Understand each family member's unique money story.
- Move from reactive money talks to proactive planning.
- Build shared values around spending, saving, and giving.
Your Financial Action System
- Transform insights into practical decisions.
- Design your ideal emergency fund.
- Make confident insurance and estate choices.
- Navigate life's big moves together.
- Create your family's legacy vision.
Your Path to Financial Clarity
OPTION A
Digital Guide Package
Everything you need to transform your family's money conversations:
- Complete Money Meeting Framework
- Financial Action System
- Implementation Workbooks
- Monthly Action Guides
- Quick-Reference Tools
OPTION B
Money Clarity Session - $450
A focused 90-minute consultation to:
- Map your family's unique money dynamics.
- Create your customized meeting framework.
- Design your next 90 days of action steps.
- Address your specific family challenges.
Special School Board discount available
Coaching Session Link
Why This Approach Works
Traditional financial advice focuses on numbers. But your family's financial wellbeing isn't just about money — it's about your attitudes, behaviors, and the patterns you bring to every money decision.
This system helps you:
- Design a process that takes the guesswork out of your cash flow.
- Put your money to work with intention and purpose.
- Feel more confident and in control of your choices.
- Create a financial approach that aligns with your values.
Let's help your family talk about money with confidence.
As a Qualified Associate Financial Planner™ professional and Certified Cash Flow Specialist™, I provide educational resources and practical planning tools to help families build stronger financial futures. These materials draw on my professional experience but are not intended as specific financial, investment, tax, legal, or accounting advice. They are not meant to replace professional advice in the areas of financial coaching or therapy. For personalized guidance tailored to your situation, I'm happy to work with you directly or collaborate with your other professional advisors.
Family Money Conversations Guide Break through money silence. Perfect for couples, families, and anyone sharing financial decisions. Financial Freedom Checklist Take control of your finances with this practical 3-page checklist. From automating committed expenses to building emergency savings, these detailed action items will help you develop a money management plan, tackle debt, protect your future, and align spending with your values. No more financial guesswork. Complete Financial Clarity Toolkit Transform your relationship with money through this powerful combination. Get the frameworks to have productive family money talks plus a comprehensive financial action plan. Together, they help you understand your money mindset and build lasting financial confidence.