Services

 

I blend my background as a Financial Relationship Coach, Certified Mediator, and former tax attorney and financial advisor to offer you a variety of services tailored to meet your specific needs. Find your ideal fit below.

 

For Couples

Taking you from even the verge of divorce to true partnership and prosperity.

Couples Coaching

A blend of 1-on-1 meetings and Couples Conference where you will be able to cast aside the fear and fighting, instead creating new conversations that will bring harmony, peace, and power to your financial relationship. I guide you in taking a financial inventory; uncovering your Money Story, repairing existing issues; planning and structuring your finances; and together choosing your new future.

For Business Partners

Ending the fighting and tension, and getting back to growth.

Business Partner Coaching

A blend of 1-on-1 meetings and Leadership Team Sessions, where you will stop the bleeding, restore your trust and confidence, and get back to building your business. I guide you in assessing the underlying issues; cleaning up the conflict; and developing communication tools and powerful models for both consensus-building and conscious creation of your business’s present and future.

Adam (4).jpg

For Newlyweds

Learning how to do it right from the start.

Newlywed Coaching

A blend of 1-on-1 meetings and Couples Conferences where you will overcome any fears and worries and get talking in the right way about the right things to have your financial relationship flourish. I guide you in discovering your Money Story; creating your unique vision for financial prosperity; and gaining the tools, habits, and frameworks to avoid common pitfalls while making your vision into a thriving reality.

Financial Communication Workshops (Bay Area Only)

Come learn the techniques and tools Adam uses to transform financials relationships, bringing partners even from the verge of breakups or divorce to being on the same page and really rocking their finances.

This presentation will go as follows:

  • 1st half: Learn how to break down barriers and get the conversation started in a healthy way.

  • 2nd half: Now that you can talk about it, learn what you should be talking about in order to thrive.

The workshop will be interactive, so come prepared to learn, have fun, apply the skills you gain, and participate however feels right. Everyone is welcome and will benefit, whether solo or with your partner!

 

Insurance

I’m also a licensed California Life, Accident, and Health Insurance Agent (#0M55665). This means that I can support you in considering and buying life insurance, long-term care insurance, and disability insurance.


Heads-Up: I currently am not a practicing lawyer; everything I say and do here is as a coach!