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.
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.
Polyamory and Finances: 3 Common Myths About Money in Poly Relationships
Money and relationships can be complicated, but what happens when you’re juggling finances with more than one partner? As polyamory grows in visibility, understanding how to navigate money in poly relationships is more important than ever. This post busts three common myths about poly finances and shares what really helps to build strong, intentional chosen families.
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