Financial Sanctuary Self Assessment Kit

Does your financial relationship feel like a performance, where you're showing a "cleaned up" version of your finances? Or does it feel like a genuine partnership?

Financial planning based on partial information is inherently limited. True financial excellence begins with a foundation of complete honesty and psychological safety. It's about building a partnership where you're genuinely understood, not just evaluated.

We created the Financial Sanctuary Self-Assessment Kit—a private workbook to help you evaluate your financial relationships honestly. This kit is an act of educational generosity, providing a step-by-step framework to help you move from financial performance to authentic partnership.

Download the free kit and start your journey toward a more authentic financial relationship today.

Watch the episode where we discuss this concept in detail:

Podcast Episode 63 - Financial Sanctuary - A Journey To Honest Money Planning
YouTube Resources The Financial Sanctuary: Why Successful Families Don’t Hide Their Money FearsWhy the Strongest Financial Relationships Don’t Choose Between Professional Advice and Personal Honesty The False Choice That’s Weakening Financial Relationships Over the past several years, I’ve been tracking a fascinating pattern among families who