Real Stories of Therapy-Inspired

Financial Wellness

What People Are Discovering About Their 

Family Systems

"I was skeptical when my wife sent me the assessment. When I got my results back I was so relieved—finally, substance. Now I keep an image of my blind spots as my lock screen. When I feel stuck, I see that first and snap back to being the more functional husband and father I want to be, I don’t want to pull away like my dad did with me."

— Engineer and father, Age 41

"My partner and I come from very different cultures in our childhood. We knew money was talked about differently, but we could not find common ground. This assessment changed how we talked about our future and different anxiety. It actually took the sting out of that repetitive pattern we kept getting stuck in. We speak a new shared language, and we both feel more understood"

— First generation - Multicultural couple, Ages 36 and 40

"As someone who has been working to unpack trauma responses and a broken nervous system, this assessment makes perfect sense. It helps you put words to feelings you've had but didn't know how to express in a way your partner might hear, especially when couples therapy isn't accessible."

— HR professional and mom, Age 39

"As a therapist, I now recommend this assessment to couples before we even start our first session. It gives us a different type of understanding, less clinical, warm, and helps clients see patterns they've been blind to for years. The insights accelerate our work together and give couples practical tools to use between sessions. It asks questions that I can’t at that stage as it would disrupt trust possibly. Also it’s a whole different way to talk about money stories with my clients that I felt insecure about, they don’t teach that in grad school."

— Licensed Marriage and Family Therapist, Age 52

"I realized how my anxiety was pushing my adult kids away, especially around spending on my grandkids. After taking the assessment, I can show them love in so many ways beyond buying things. We've reduced the tension around judgment and how to parent. This assessment helped heal our entire family system."

— Grandmother of five, Age 68

"The assessment gave me language for what happens when I'm stressed about money. I now recognize when I'm in my 'shining' versus 'shadow' financial self, which has completely transformed how I talk about money with my partner and kids. It's like having a decoder ring for why I do what I do with money."

— Marketing creative and parent, Age 45

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