Couples Financial Coach
Talking about money is tough for many couples. It's usually touchy because it brings up emotions that can feel hard or embarrassing to share.
In our country, many people see their net worth and self-worth as one and the same. Feeling this way fuels our economic engine but is toxic for our minds and hearts. That's why it's so important to hire someone whose expertise isn't limited to the mechanics of personal finance.
Chances are you started reading this article because you were searching for a couples financial coach. I am a Certified Financial Therapist™ and Accredited Financial Counselor®.
You don't need any education or accreditation to call yourself a financial coach, so be careful when considering your options. For this post, I'll share what I do and how I can support you.
What Is a Couples Financial Coach?
As I shared before, you don't need any education or accreditation to call yourself a financial coach, so there are a myriad of ways they describe themselves. They usually advertise services to help you with your money habits, relying on personal experience or generic frameworks and workbooks.
In the wrong hands, the role can amount to giving relationship and financial advice with more confidence than training, relying on personal experience, generic frameworks, or motivational coaching rather than evidence-based practice.
Why Couples Hire a Financial Coach
Many high school graduates are left behind by a system that failed to provide a dedicated personal finance class. They might have had parents who knew very little about money, or worse, didn't know anything about money but thought they did. Either way, folks usually hire a financial coach because they need financial solutions.
How My Support Is Different
I'm the only Certified Financial Therapist™, Accredited Financial Counselor®, and Fair Play Facilitator®, empowering high-achieving couples with systems to manage money and the home as a team — drawn from decades of national leadership and lived experience.
Certified Financial Therapist™
As a Certified Financial Therapist™, I help individuals and couples understand how emotions, beliefs, past experiences, and relationship dynamics shape how they handle money.
I combine financial knowledge with therapeutic techniques to improve communication, reduce money-related conflict and anxiety, and help people build healthier financial habits and relationships.
Accredited Financial Counselor®
I'm also an Accredited Financial Counselor®, trained to help individuals and families improve their financial well-being through practical guidance on budgeting, debt, saving, credit, and financial goal-setting.
I help people build knowledge, confidence, and sustainable financial habits so they can make informed decisions and create greater financial stability.
Award-Winning Educator
As a former Visiting Scholar at the Consumer Financial Protection Bureau Office of Financial Education and a Milken National Educator Recipient who taught personal finance and economics, I know how to educate through empowerment, not lectures.
Related: Click here to review my services page and testimonials.
Work With Me
Click here to learn more about how and when I can support you.
