Numbers aren't just numbers. We have stories about them.
We have stories about what the numbers mean based on life experiences and it influences, often unconsciously, our choices with money and our communication. When you have multiple unconscious stories influencing choices with money while also navigating money through the lens of relationship, you have a real challenge
Through group workshop intensives, Julia McAninch, Psy.D. and Cheryl Panther, CPA/PFS, ADFA/CDFA, bring decades of experience working with couples, parents, families, and businesses to:
- deepen participants’ understanding of the stories they have about money
- increase participants’ knowledge about the impact that has on their relationships
- develop a plan for the future with a toolbox of practical skills
Blending research and psychoeducation with financial expertise, Cheryl and Julia lead workshop intensives that provide what therapy and financial planning alone cannot – relationship based financial tools.
We lead group workshop intensives for:
- Couples
- Families
- Parents
- Family Businesses
Experience & Expertise
Experience & Expertise
For almost two decades, Julia and Cheryl have worked together helping families and training professionals to work with families. They bring an interactive training style that is dynamic and engages participants at their comfort level. Register today for one of the workshop intensives below or connect with them to discuss an individualized program.
To see more training by Julia and Cheryl, check out their training group, ADR Learning Lab.
