Posts by Wendy Wright
Part Two: Navigating the Complexities of Wealth Transfer
Common Pain Points and Strategies for Success by Wendy Wright, LMFT, Financial Therapist, Wealth Transfer Dynamics Specialist, Money Coach This post is part two of a four-part series focused on wealth transfer and financial therapy. The vignettes featured in each post are fiction. All names and events are the products of the author’s imagination and…
Read MorePart One: Understanding the Great Wealth Transfer
by Wendy Wright, LMFT, Financial Therapist, Wealth Transfer Communications Dynamics Specialist, Money Coach This post is part one of a four-part series focused on wealth transfer and financial therapy. The vignettes featured in each post are fiction. All names and events are the products of the author’s imagination and used in a fictitious manner. Any…
Read MoreDo You Know Your Money Numbers?
By Wendy Wright, LMFT, Financial Therapist Today, I’m thrilled to share my podcast interview with you. I spoke with Carmen Hecox, the host of the Create the Best Me podcast about money, emotions, and financial therapy. My episode, titled How to Transform Your Relationship With Money, dropped at the start of the month. Check it…
Read MoreCan You Heal Your Relationship with Money?
By Wendy Wright, LMFT, Financial Therapist The answer is yes! Okay, but what does that mean? How do you heal your relationship with money? In my approach to financial therapy, I help clients in this process all the time — and as a result, they experience healing and change. Are you hoping to heal your…
Read MoreCompassionate Curiosity: Can It Really Make a Difference?
By Wendy Wright, LMFT, Financial Therapist Have you heard me talk about compassionate curiosity yet? My clients hear me say this phrase a lot. At first, their body language reflects a response like, “Yeah, that sounds pretty and sweet, but I can’t be kind to myself with money, or I will just make things worse!”…
Read MoreThe Impact of Your Money Mindset on Your Financial Success
By Wendy Wright, LMFT, Financial Therapist Who is driving your money bus: you or your mindset? What is a mindset? It’s defined by Merriam-Webster as “a mental attitude or inclination, a fixed state of mind” and by Wikipedia as “a mindset is an established set of attitudes of a person.” I, however, define it as…
Read MoreWhat the Heck is Couples Financial Therapy?!
By Wendy Wright, LMFT, Financial Therapist Did you check out the recent This is Uncomfortable podcast episode? In this episode, I was asked to help a couple struggling with a recurring money conflict. We explored how to get “unstuck” and discussed new ways to approach money topics. To start, the couple named their “pain point”:…
Read MoreThe Role of Financial Therapist on Your Financial A-Team
By Wendy Wright, LMFT, Financial Therapist I’m thrilled to share my recent interview with The Pledgettes, a community of women who takes an active role in their finances in an effort to close the gender wealth gap. They focus on making value-aligned decisions towards individual financial goals — because when more women take individual action…
Read MoreMeeting Your Money Milestones
By Wendy Wright, LMFT, Financial Therapist As we enter the last quarter of the year (!), it’s important for small business owners to get grounded in their own numbers and identify their money milestones. Maybe you want to wrap up a project and ensure that you have time for a new one come January. Maybe…
Read MoreHow Financial Therapy Supports Small Business Success
By Wendy Wright, LMFT, Financial Therapist I’ve been a small business owner since 2014, and at the start, I didn’t quite know what I was getting myself into. As a mental health therapist and serial entrepreneur, I take pride in my ability to create and help others to heal and grow. Yet, like so many…
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