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Financial Planning & Investments
for CouplesÂ
Taking Control of Your Financial Life Together
Opening the door to a lifetime of financial peace, intimacy and freedom. There’s so much more to it than budgeting, investing, and taxes.
UNDERSTANDING THE COUPLE AND THE MONEY
Couples Financial planning meets mental and relational health
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We are so much more than our financial information. We are full-on humans with hopes, dreams, and aspirations right alongside and mixed in with places of pain, hurt, and humiliation we would rather not talk about.
Working on our finances is an act of courage, bravery, and vulnerability.
Engaging in the Therapy-Informed Financial Planning™ process considers the full human experience’s impact on our relationship with money, ourselves, partners, family, and community, creating the freedom to be our full authentic selves.
Common challenges couples face When dealing with money
Let’s name the elephant in the room. It’s not always easy to talk about money. You are in good hands with Healthy Love and Money, where we love helping couples talk about their money.
SAVE VS. SPENDER
Financial opposites do attract. Carefree styles and disciplined approaches with money once felt so good and different. Now it feels like carelessness and control. It doesn’t have to be that way when we see the inherent strengths and limits to each way of being with money.
FINANCIAL ANXIETY AND AVOIDANCE
Financial anxiety and avoidance exist on a continuum. They are both ways of navigating money based on past painful experiences related to money. When couples move towards the middle with financial approach and financial appreciation, they find financial intimacy and joy.
WE ARE FROM SUCH DIFFERENT BACKGROUNDS
Being from different financial backgrounds doesn’t have to spell financial doom. When couples harness the best from their different backgrounds and learn to love and respect those experiences, it opens new pathways forward. .
SELF-WORTH AND MONEY
This is often at the core of all other money issues. Our sense of self-worth impacts all the different ways we interact with money, ourselves, partners, children, and family. Being able to build and restore healthy self-worth through secure attachment makes the difference.
What Does
Therapy-Informed Financial Planning™
for Couples Entail?
Your financial life is more than numbers—it’s deeply intertwined with your emotions, relationships, and personal history. That’s why we take a therapy-informed approach to couples financial planning, helping you and your partner navigate the evolving phases of your financial journey with clarity and connection. Rather than a set-it-and-forget-it model, we foster an intentional, reflective, and action-oriented partnership—one that supports both financial well-being and relational harmony.
Cash Flow
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Is the lifeblood of your day-to-day life. We help clients ensure that money flows into and out of all the essential areas of living a great life. No counting financial calories, or fad-based budget diets. Â
It's time to hold the shame and talk openly and honestly about our spending as a family.Â
Investments & Retirement
Taking a long-term and disciplined approach allows us to keep the big picture in mind. Investments & Retirement create opportunities to build sustainable wealth. We love helping clients navigate the wide range of emotions and beliefs that come up while managing their money. Right alongside managing the technical details of a well-constructed investment plan.
Taxes
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This doesn’t have to be a dirty word. Rather it can be another source of helping you to achieve your goals and desires. While many people are afraid of “uncle sam” we like to invite him to Thanksgiving dinner and figure out how best to get along.
Estate Planning
Easily avoided for so many reasons and yet an essential part of a life well lived. Developing and implementing effective estate planning helps to pass along more than family assets. We know many of our clients have had negative experiences with their own families around estate plans. We help them not to repeat painful patterns.
Insurance
What makes you feel safe? Insurance can help add to your sense of financial security. We ensure the appropriate insurance is in place to cover the unexpected and unplanned for. It may not be your favorite topic, but it is one we love supporting clients with.
Education Funding
You likely remember what it was like to have your education funded or not funded, as the case may be. There is a wide range of beliefs and attitudes about how best to support education funding. Designing a path that works for your family is what matters most.
Your Investment in Financial Confidence & Intimacy
We believe that financial planning isn’t just about numbers—it’s about building a life of purpose, connection, and security. Our fee structure reflects the depth of support and guidance we provide.
Option 1:
Flat-Fee Financial Planning
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đź’ˇ Ideal for couples and families stuck on their wealth-building journey, ready to break through mental and relational blocks.
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Therapy-Informed Financial Planning™ for Couples & Families
Many couples and families feel stuck, frustrated, or disconnected when it comes to money. You might be making good money, yet still feeling tension, uncertainty, or avoidance around financial decisions.
That’s where our Therapy-Informed Financial Planning™ comes in. We don’t just help you create a financial plan—we help you and your partner transform your relationship with money, align on your financial future, and gain confidence in your wealth-building journey.
For $7,200 per year ($600 per month), you receive:
✅ Couples-Focused Money Coaching – Break through financial tension and decision-making blocks
✅ Investment Guidance & Wealth Strategy – Feel confident in how you’re building and managing your investments
✅ Tax-Efficient Planning & Cash Flow Optimization – Get smart strategies that help your money work for you
✅ Behaviorally Informed Financial Planning – Go beyond numbers—understand the emotions, habits, and relational dynamics shaping your financial life
đź’ˇ Many clients start here and later transition to full-service Financial Planning & Investment Management as their financial life evolves. This approach gives you the space to build confidence, create a strong foundation, and step into greater financial ease.
Option 2:
Financial Planning & Investment Management
💡 Ideal for households with growing investments and complexity—feeling overwhelmed by it all and ready for a professional partner to help manage everything.
A Guided Path to Financial Clarity & Flourishing
Moving your investments to us isn’t just about professional management—it’s about ongoing financial clarity, deeper conversations, and positioning your family for a flourishing future.
We believe that wealth should serve your life—not the other way around. That’s why our tiered AUM-based investment model isn’t just about portfolio growth. It’s about helping you and your partner have the most meaningful and impactful conversations about your future, your values, and your legacy.
When you entrust us with managing your investments, you continue to receive:
✅ In-Depth & Ongoing Financial Planning – We don’t stop planning just because we’re managing your assets. Your financial life evolves, and so does our strategy.
✅ Transformational Couple & Family Conversations – We help you heal old money wounds, align around your future vision, and deepen your financial intimacy.
✅ Expert-Led, Values-Based Investment Management – You gain a trusted team ensuring that your investments support your goals, your lifestyle, and your family’s long-term well-being.
Investment Management Fee Structure
đź’ˇ Designed to scale with your wealth while providing proactive, expert-level management.
- Minimum Annual Fee – $7,200
- Up to $1 million – 1.00%
- $1 – $5 million – 0.75%
- Above $5 million – 0.50%
- Custodian & Fund Fees Additional
đź’ˇ Transparent. Aligned. Designed for long-term success. Our fees are structured to grow with you, not against you, ensuring that your investments are actively managed with tax efficiency, strategic planning, and your long-term goals in mind.
Schedule your free 30-minute discovery call now.
Share your financial story and learn more about the Therapy-informed Financial Planning™ difference.
Client Reviews
A Letter to Ed
"I just wanted to take a moment to thank you for being my co-pilot over the past two years (has it really been that long?) as I work on getting my finances in order. I’ve come to really value your long-term, relational approach to planning. It’s been an adjustment for my nervous system, but I genuinely appreciate how you model neutrality, transparency, and acceptance.
Last night, I reflected on how it’s taken me nearly 24 months to become completely transparent with you and reveal how fully chaotic my finances have become. I briefly let myself become enticed by regret, wondering if I should have gotten to this place sooner. But then I remembered our conversation about a future 60-year-old Megan calling future 70-year-old Ed on the golf course to check in about a decision, and it hit me: we have one long, precious life to figure this out.
I’m grateful that, even though it’s taken time, I’ve learned I can trust your consistency. This week, I came across a piece of advice from Jeff Bezos (or someone he quoted ... I know, love him or hate him). He said, “Slow is smooth, and smooth is fast.” I’m eager to see fast progress in my finances, but I’m glad we’ve taken the time to build a solid, smooth foundation.
Thank you for being both a collaborator and a confidant as I navigate these exciting (and sometimes admittedly wild) financial decisions."
-Megan
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