Insights

Financial planning for
the rest of us.

Practical money guidance for people whose lives don't fit the standard financial services template — CalPERS employees, LGBTQIA+ families, neurodivergent thinkers, and everyone in between.

Browse by topic: CalPERS CalSTRS LGBTQIA+ Retirement Chosen Family Neurodiverse Behind the scenes
Asking for a Friend: My spouse and I have an open marriage. We share finances, and I’m uncomfortable with how much they’re spending on dates.
Asking for a Friend, Chosen Family, Ethical Non-Monogamy, Open Relationship, Polyamory Korinne Sugasawara Asking for a Friend, Chosen Family, Ethical Non-Monogamy, Open Relationship, Polyamory Korinne Sugasawara

Asking for a Friend: My spouse and I have an open marriage. We share finances, and I’m uncomfortable with how much they’re spending on dates.

When a partner's spending on dates starts to feel uncomfortable, it's rarely just about the money. Here's how to start a conversation about spending, savings, and staying aligned on your shared goals — without the blame or shame.

Read More

Ready?

Let's see if we're
a good fit.

Book a free 30-minute intro call. No pitch, no pressure — just a conversation about where you are and where you want to go.

Book a free intro call