Part Three: How Financial Therapy Helps with Wealth Transfer Dynamics

journal with pink flowers on it | financial therapysolutions.com

by Wendy Wright, LMFT, Financial Therapist, Wealth Transfer Dynamics Specialist, Money Coach This post is part three 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 resemblance…

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Part Two: Navigating the Complexities of Wealth Transfer

a mug and a book on a bed | financialtherapysolutions.com

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…

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Part One: Understanding the Great Wealth Transfer

woman on a white phone | financialtherapysolutions.com

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…

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What the Heck is Couples Financial Therapy?!

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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the power of compassionate curiosity

I saw a meme recently with a gal wistfully looking out the window, the caption reading “I long for precedented times.” I smiled; I get it, that longing for the predictable. The phrase “unprecedented times” keeps popping up for me as I ponder the events that will define 2020 for all of us. Events –…

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