Work With Us
Just as a medical MRI reveals what’s happening beneath the surface, our introductory conversation provides deep insights into your financial situation while creating space for both perspectives—helping transform financial worry into a shared vision for your future, without extensive preparation or any obligation.
Experience the “Financial MRI”
One appointment to offer deep insights
What makes this approach unique
This Financial MRI is particularly valuable for couples who bring different money perspectives to the table—whether one grew up with abundance while the other experienced scarcity, or you simply have different comfort levels with financial risk. Unlike a traditional open-ended meeting, we guide you through a conversation that is comprehensive and goes deeper beneath the surface.
How it Works
What happens during your Financial MRI
Come as you are. Bring your questions, concerns, and thoughts about what matters most for your family’s future. Whether you’re worried about supporting aging parents while funding your children’s education or ensuring your investment approach honors both your perspectives on risk, we create a conversation where money becomes a positive force rather than a source of anxiety.
01
Understanding your vision of financial wellness
We start by exploring what true financial confidence looks like for you—both as individuals and as a couple. This foundation of mutual understanding leads to more aligned decisions and greater peace of mind about your shared future.
02
Assessing your current financial picture
We’ll discuss your financial landscape based on what you’re comfortable sharing. Most couples find value in describing their investment philosophy, planning concerns, risk tolerance, and how they currently navigate money decisions together. This conversation helps us identify where our steady, time-tested approach might enhance your financial security.
03
Identifying underlying issues causing concern
Given what we’ve learned, we’ll start to identify potential root causes of financial stress—whether that’s excessive fees, tax inefficiencies, lack of coordination between advisors, or simply the need for a trusted decision partner who understands your family’s unique story.
04
Creating your clear path forward
We conclude by outlining specific next steps toward your financial goals. Our aim is simple: create a unified approach that builds on your shared values while respecting each partner’s individual priorities and concerns.
We Can Help
What our clients experience
Many feel the weight of financial uncertainty despite their success. For example, the CFO who grew up with financial security while her attorney husband experienced childhood scarcity, creating very different approaches to financial decisions. Despite their professional expertise and success, they struggled to find common ground in planning their family’s future.
They leave with a shared understanding and confident, aligned decisions. Our approach doesn’t favor either the protection-focused or growth-oriented partner. Instead, we help create understanding that draws on the strengths of both perspectives. Couples tell us that financial conversations shift from sources of tension to opportunities for connection, with a clear path that honors what matters most to each of you.
Get Started
Ready to experience the Financial MRI?
Transform financial uncertainty into family confidence. Experience the clarity that comes when both your perspectives are equally valued, understood, and woven into a thoughtful plan for your future.
Schedule your complimentary Financial MRI consultation—no preparation required, no obligation expected.