Wealth Management & Financial Therapy for Women and Couples

Ready to Do Money Better™? Whether you're looking to optimize or completely transform your financial life, we know what really drives improved financial outcomes. We look at your whole financial story - not just your current situation - to understand what drives your decisions and build a plan that actually works.

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Do Money Better with OWM

The Proven Equation for Wealth

By uncovering your unique variables

we create a customized plan

Our formula incorporates a deep dive into personal history, from childhood experiences to marital milestones, to uncover unique financial patterns and values. By integrating these personal narratives with financial data, we create highly personalized plans that truly optimize wealth and well-being.

Long road with canopy of old live oak trees draped in spanish moss.

The Do Money Better Formula explained:

Step 1: Understand Your Money Story:

This is the diagnostic and emotional foundation for all future work. We explore your financial history to identify patterns you may be repeating unconsciously and clarify what's driving your decisions. Without this level of clarity, planning will either miss the target or collapse under unspoken tension.

Step 2: Design Your Unique Plan:

Based on your complete story, values, and true goals, we create strategies that work for your actual life. These aren't generic templates - they're built specifically for your situation and what you're really trying to achieve.

Step 3: Implement and Adjust:

Ongoing support with regular reviews and coordination with other professionals. We adapt as your life changes and ensure your plan stays aligned with your evolving needs and circumstances.

Real Results

Jennifer came to us during her divorce, feeling lost after 17 years of marriage. While she understood the family's investments, she questioned whether their advisor would truly put her interests first during this vulnerable time. Today, Jennifer confidently manages her own diversified portfolio with a clear 10-year plan and says:
"I went from feeling like a victim of my divorce to feeling like the architect of my future."
See more profiles in our client studies.

The Generational Wealth Transfer Myth

The "third generation curse" claiming 70% of wealth disappears is a myth based on a flawed 1987 study with no real evidence behind it. The real threat isn't financial incompetence but psychological differences: wealth creators' brains are wired by scarcity, while heirs' brains develop in abundance, creating different relationships with money. Families that preserve wealth prioritize transparent communication and trust over legal structures alone.

AI in Financial Planning: A Practitioner's Guide to Compliance

As a financial advisor and therapist, I've moved beyond AI experimentation to daily practical application within strict regulatory frameworks. This isn't about replacing professional judgment with algorithms; it's about responsibly augmenting expertise while maintaining the privacy and human insight that clients deserve.

Why I Invest the Way I Do

I got my start investing right in the middle of the 2008 crisis - watching client portfolios drop and learning fast what really matters. Those experiences taught me to focus on disciplined research, real risk, and income that holds up over time.