A New Way to Work With Your Money, Personally and Together
Addressing patterns, systems, and partnership, all in one place.
Hello! And welcome to January. January is different.
From awareness to informed action
Over the fall and the holidays, I intentionally emphasized awareness. In my work, and especially inside the Wealth Partnership Pathway, the first phase is Reflect, building awareness before trying to change anything. During that time, I encouraged you to notice where tension and stress live, in your money world and in your relationship. To pay attention to patterns, reactions, and moments that felt like “yuck.”
But now it’s time to do something with that awareness. January is when awareness turns into informed action. And that doesn’t mean trying harder, being stricter, or piling on new rules. It means understanding what’s actually happening so the next steps you take are the right ones.
I learned this lesson years ago in a very different context. At 43, I signed up for a sprint triathlon without knowing how to swim. Like most people would, I started with what seemed obvious, a “beginner” swim class. It didn’t work, not because I couldn’t learn, but because the approach didn’t match my history or what I actually needed. Once I shifted to an approach (Total Immersion) that met me where I was, everything changed. The right starting point mattered more than motivation.
Why motivation alone isn’t enough
I know many of you want to make changes in 2026. You may have already set goals or talked about what you hope will be different. But in your money world, do you actually know where you stand right now? Do you understand why things happen the way they do? Or do you know which issues matter the most to address first?
Without a thorough assessment, it’s easy to feed off January motivation and make the wrong moves. Or to lean on stricter discipline that works for a few weeks and then fizzles. January calls for something more powerful than that. It calls for a full expert assessment so you can start taking clear, confident steps forward.
Your entire money ecosystem
This is where I want to be very clear about the kind of work I do. We are not just talking about money. And we’re not just managing money. We’re working with your entire money ecosystem. That includes your personal money habits, your spending patterns, how decisions get made, the systems you rely on (or don’t), and how all of that plays out between two people who are trying to build a life together.
Start with an assessment, not a program
This work begins with a one-time diagnostic, something many couples don’t realize is even an option. Rather than DIY’ing your way forward without seeing the whole picture, or jumping to an advisor or solution that doesn’t actually fit you, the Wealth Strategy Intensive gives you a focused, expert assessment that is practical, emotionally informed, and future-focused. This is where you begin your work, so you can make solid, not desperate, decisions about what support, if any, comes next.
Click below to schedule your Wealth Strategy Intensive, or learn more here if you’d like additional details. And if you’re still trying to figure out what’s happening in your money conversations, the Money Talks Quiz is a great place to start.
