R.T. - client

I would describe this experience as an opportunity to work on specific objectives (financial) with someone who has your best interests in mind, yet is removed from the direct financial effects. I’ve seen the most significant improvements in my mindset, prioritization, and focusing on what we really want. This process has had a positive impact on our relationship, more communication about goals and dreams. I’ve learned that deep-seeded guilt about money and spending habits is something you can work on changing and that talking about shared versus individual buckets and goals is really healthy for couples.