Speeches, Workshops, & Trainings

Wealth Advisors & Financial Planners

When Money Scripts Meet Partner Selection: What Your Clients' Relationship Patterns Are Costing Them — and You

Divorce and relational upheaval are among the most disruptive events in a client's financial life — often triggering dissolved accounts, drained savings, and years of rebuilding.

This session helps advisors recognize the relational warning signs embedded in clients' financial behaviors, so they can support clients earlier — protecting both the relationship and the client's long-term financial wellbeing.

For Financial Therapy Educators & Practitioners

The Relational Wealth Framework: Applying IFS to Dating Readiness, Attachment Patterns, and Money Scripts Running Your Clients' Love Lives

A structured clinical framework for practitioners to see the intersection of financial beliefs and relationship outcomes.

Bridging the gap between financial and relational health, with tools for identifying risk and intervening before patterns become entrenched.

Health Insurers & EAP Programs

The Hidden Cost of Relational Stress: How Unresolved Relationship Patterns Drive Claims, Absenteeism, and Chronic Health Outcomes

Relational stress is among the most under-addressed contributors to chronic health conditions and healthcare utilization.

This session gives insurers and wellness teams a framework for recognizing and intervening earlier — before stress becomes illness.

Matchmaking Teams

What Matchmakers May Not Know They're Missing: An IFS Lens on Client Readiness, Needs, and Demands

Needs are what clients genuinely require in a partner to build a lasting relationship. Demands are what clients say they want — and the two often conflict in ways that derail good matches.

This session gives matchmakers language and tools for working with both.

As a Podcast Guest

Your listeners will leave with something they can actually use — not another framework for "better communication," but a genuine shift in how they understand why they keep choosing the same person, fighting the same fight, or going quiet when it matters most.

Topics:

The part of you that goes quiet on dates isn't shy — it's protecting something

How your beliefs about money shape who you choose and why relationships fail

Why couples keep having the same argument — and what's actually underneath it

What it means to show up to dating as more Self-led, and why it changes everything

Whether it's a conference stage, a training room, or a podcast mic —

let's talk about what your audience needs to hear.

Inquire Today