"I help those who are less than satisfied with their relationship with money." - Shags

• You may be newly-engaged or newlyweds seeking to understand each other better around money and each other's history, habits and attitudes.
• You may be partners in a longer relationship who are not in synch with each other around money issues.
• You may be a pre-retiree seeking to look outside the box in designing the life of your dreams – and it often has little to do with money.
• You may simply want to assess and improve your financial well-being in order to spend your time and resources in ways you value most.

I wear several hats, all of which are designed to help you improve your relationship with money. These include:

• Certified Money Coach
• Personal Finance Educator
• Financial Wellness Counselor
• Retirement Lifestyle Workshop Facilitator
• Speaker & Trainer on Personal Finance Topics

I help you understand and appreciate that it's not your fault that you are the way you are around money, and by understanding yourself and your financial decision making process better, you are better equipped to take control of your life, both personally and financially.

I have a blend of education, training, and experience, and use a combination of tools and techniques from several different organizations which helps to bring a unique perspective to how I help you better understand your relationship with money.

• Money Coaching for Individuals and Couples: face-to-face, by phone, through "coaching circles", and through weekend intensive workshops (currently held in beautiful Petaluma)
• Retirement Lifesyle Planning: One-on-One/Two & Workshops, live and web based
• Money Habitudes™ Assessments
• Personal Finance Education Workshops
• Money Quotient™ Measurement & Improvement
• Public, Corporate & Professional Speaking on Topics of Personal and Behavioral Finance

I help you understand your unique relationship with money so you can begin to make financial decisions with clarity and purpose.  This includes exploring the origins of your financial personality, your habits and attitudes, your level of financial literacy, your emotional response to money issues, and your money type.  I guide you through this process in a way which nobody else does, to the best of my knowledge.

When you earn, spend, save, invest, and give away your money in ways which are in line with your deepest and truest values around money, your life satisfaction will multiply.  Understanding your unique relationship with money will help you to make financial decisions with clarity and purpose.  This includes exploring the origins of your financial personality, your habits and attitudes, your level of financial literacy, your emotional response to money issues, and your money type.  We guide you through this process.