Financial Therapy for Couples

Providing compassionate financial guidance and emotional support for couples navigating the complexities of money together.

Money can be one of the most charged—and least understood—areas of a relationship. Research consistently shows that financial conflict is one of the leading sources of stress between partners, with nearly 70% of couples identifying money as a primary source of tension.

At the same time, many couples avoid these conversations—or navigate them in ways that create distance rather than clarity. This work creates space to explore not just the numbers, but the emotions, patterns, and communication dynamics that shape your financial life as a couple.

Services Include:

  • Facilitating open, constructive conversations about money

  • Understanding each partner’s financial history, beliefs, and habits

  • Navigating differences in spending, saving, and priorities

  • Clarifying shared goals and long-term financial vision

  • Creating aligned systems for budgeting and cash flow

  • Supporting major financial transitions (marriage, home purchase, career shifts, growing a family)

  • Addressing financial stress, conflict, or avoidance with practical tools

This is ideal for

  • Couples experiencing recurring tension or misalignment around money

  • Partners from different financial backgrounds or with differing money values

  • Couples navigating a major life or financial transition together

  • Those seeking stronger communication and a more intentional financial partnership


  • Approach

    A collaborative, non-judgmental process that integrates financial insight with emotional awareness. Sessions are designed to create clarity, reduce friction, and support thoughtful, aligned decision-making.

    This includes gently addressing patterns such as financial avoidance or secrecy—common dynamics that can erode trust over time—while building a more open and constructive way of engaging with money together.


  • Investment

Hourly rate $250 per hour

  • Iris has been such a gift to our marriage.

     As a thoughtful, objective guide, she helped my husband and me move past the same painful money arguments and start communicating again. Her financial expertise made it possible for us to begin, and her steady support reminds us we’re on the same team. Thanks to her, we now have a plan to start paying off debt and feel hopeful about our future.

    — Reagan G. | Scotts Valley, CA | Couple

  • Working with Iris made the often anxiety provoking task of looking at my finances not only feel less overwhelming, but actually interesting and fun.

    Iris left me feeling empowered, educated, and interested in my financial portfolio in a way that I never have before. Since working with her, I have a much greater sense of agency and empowerment that will serve me for years to come. Her warmth and encouragement is something I have never encountered before in a financial advisor. I highly recommend working with Iris!

    — Amanda M. | Individual

  • As a self employed independent contractor with no 401k or retirement plan, I reached out to Iris for guidance.

    At 44, I felt a little ashamed not to have approached this sooner. Iris assured me that it was better late than never to discuss my finances. I felt supported speaking with someone that I align with and not just a "financial planner". It was helpful to start the process off by envisioning how I feel about money and how I picture my life in retirement. Being that our life after work encompasses more than money, it was nice to visualize what is most important to me and how best to plan ahead for that future vision. Iris guided me with suggestions on what retirement vehicle would work best for me as an independent contractor and I am excited to embark on investing in myself.

    — Jess W. | Individual

  • I worked with Iris on the heels of a huge period of transition in my life - a divorce

    She was, and continues to be, an invaluable and trusted advisor in helping me re-establish a holistic financial roadmap. She's more than a financial advisor. She looks at the whole person and takes into account quality of life, the nuances of life post-divorce (with children), plus aging parents, and all the other intricacies of modern life. She does so with support and encouragement, and you leave her sessions feeling like it's all possible. I highly recommend working with Iris. 

    — Meagan M. | Individual

  • Iris is literally a gem - a precious discovery who will increase your wealth materially as well as spiritually.

    She not only shares her financial knowledge - but also her humanity in a deep way that makes me more aware of my own barriers to achieving financial freedom and health.

    — Bonnie W. | Individual

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