The Anxious Upper Middle Class: Why My Most Successful Clients Are More Worried Than Ever
Why are financially successful clients more anxious than ever? Jon looks at the guilt, fear, and precariousness felt by those winning in today's K economy.
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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As one of the only Certified Financial Planner and Licensed Professional Counselor combinations in Texas, we understand both your money AND the psychology behind your financial decisions. This unique background allows us to address not just what you should do with your money, but why you make the financial choices you do.
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.
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.
