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 MoreHealing Your Holiday Story
when it’s not the most wonderful time of the year as seen in healerswanted.com december 2019 As a financial therapist, I talk with clients every day about their relationship with money. I was in session a few weeks ago with a young couple when the holidays came up. “Ugh, the holidays,” one of them groaned.…
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 MoreLocked in a Loop of Broken Money Promises? Why The Cycle of Money Stress Keeps Happening
By Wendy Wright, LMFT, Financial Therapist Money promises sound so good at the time, right? Promises like: “I will get this organized and never fail again!” “I will get this debt paid off and never go into debt again!” “I will get my s%!# together and never struggle again!” I have made these kinds of…
Read MoreFinancial Self-Care Is a Thing
By Wendy Wright, LMFT, Financial Therapist When I read this article by Hannah Frye on mindbodygreen, I did a happy dance. Self-care is real, important, and helpful… and financial self-care is foundational if you want your self-care to be deeply effective. As Hannah explains, “Financial care should be a core part of your self-care routine,…
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”:…
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