What We Do
Your relationship with money originates in early experience and is continually updated throughout your life.
Some of these changes happen subconsciously and others are conscious. The Money Conversation offers a variety of ways for you to consciously explore, choose and enjoy your relationship with money.
Financial Identity Series
The Money Conversation Financial Identity Series is a short term exploration of the values, beliefs and circumstances that have informed your money thinking and behavior. It employs a variety of assessments and techniques aimed at getting a better understanding of who you are around money and why that is.
At the end of the process, you will have a snapshot of your financial identity as well as some ideas about ways that you can use this information.
In financial therapy, we look more deeply at the conflicts and issues that are revealed in the Financial Identity Series. The process is completely client driven, which means that it can focus on whatever you want to resolve.
~ Olivia Mellan
Collaboration With Advisors
This is the most powerful way that The Money Conversation can help clients, because integration with advisory services allows for more targeted, specific and lasting goal oriented work.
For example, if a client is setting up a trust or contemplating a major change in investment strategy that requires a reallocation of assets, The Money Conversation can work with both client and advisor throughout the process.
Workshops and Events
The Money Conversation offers financial identity workshops!
Watch the calendar for a workshop in your area or contact The Money Conversation if you would like to offer a workshop to your family or employee group.
Schedule an Introductory Meeting
The Money Conversation is happy to meet in person or on the phone. To schedule, or learn more, please get in touch using the form below.