If you’re a client, we hope you were able to join us on May 14, 2026, for a thoughtful webinar featuring Marilyn Wechter, nationally recognized wealth counselor and psychotherapist who helps families navigate the emotional side of money. Like Carl Richards, Marilyn has the gift of helping families deal with money and emotion; however, she comes at it with an entirely different perspective.

Specifically, Marilyn helped us all explore the question, “Am I really OK (financially)?” where there is sometimes a misalignment between our rational brain (numbers, spreadsheets, and probabilities) and our emotional brain (how we are actually feeling about our situation). Often, our emotional brain “wins” despite “knowing” we’re OK.

To understand the topic in more detail, we’d be happy to send you the full recording. If you’d like to see the highlight reel in 5 minutes, click play on the video above.

In addition, all of our clients know that we’re always available to discuss these issues in more detail.

At some point, most people ask themselves if they’re actually okay financially. Not just in a down market, but on a random Thursday.

In reality, this questioning is normal behavior. However, there are some mental strategies available to deal with this that may be incredibly helpful in transforming not just knowing you’re okay from a rational perspective, but genuinely feeling and believing it.

We invite you to join us on May 14, 2026, at Noon CDT, for a live Zoom webinar with Marilyn Wechter, one of the country’s leading financial therapists and wealth counselors, about a framework for knowing where you stand despite the uncertainty going on in life and the world.

This is just another way to help our clients Take the Long View.

Please join us, reserve your spot here.

Sometimes the biggest financial wins don’t come from a brilliant move. They come from getting organized.

We’ve seen this firsthand. A client came to us feeling on top of things – accomplished, busy, managing a growing family. Over time, their accounts, statements, and documents had multiplied across different places. Once we gathered and consolidated everything, they discovered more than $1M they hadn’t been accounting for.

That’s what happens when complexity accumulates faster than anyone stops to sort through it. Smart people are busy. Accounts open gradually, responsibilities stack up, and what isn’t organized stays invisible.

Finding $1M matters. But putting it to work intelligently, rather than leaving it in cash or scattered across forgotten accounts, is where the real impact is. Invested well over 30 years, that capital can create real choices: retiring earlier, retiring differently, giving in ways that reflect your values. For the next generation, the difference can be even greater.

This is what it looks like to have someone bringing clarity and coordination to your financial life.

If you’ve been meaning to get a clearer picture of where things stand, we’d be glad to help. Many of our clients sleep better knowing every dollar is accounted for. Set up a time here.