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Our Philosophy

There are three core principles that underlie our mindset and approach to this work.

Death and Money Make People FunnyLet it Change Your LifeEvery Day Should Be a Good Day To Die
There are three core principles that underlie our mindset and approach to this work.
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Death and Money Make People Funny

Most of us get weird about death and money, but with curiosity, compassion, and honesty, we don’t have to.

For a wide variety of valid reasons, many people struggle to have a peaceful, wholesome, and empowered relationship with death and/or money. If you experience fear, aversion, avoidance, disdain, disempowerment, and even trauma around these subjects, you are not alone. Both death and money are powerful energies and experiences in our lives, and few of us are taught how to have a healthy relationship with either.

The rub is that death and money are frequent bedfellows. When someone gets a major diagnosis, or when someone dies, there are innumerable financial transactions and decisions that need to happen while in the throes of shock and grief, many of which have long-term implications. This rarely brings out the best in people. It makes many of us ‘go a little funny’ and behave in ways that we wouldn’t normally behave; we are rarely our best-selves. This can tear families apart and cause trauma or add to existing trauma.

It doesn’t have to be this way. We believe that an approach filled with curiosity, non-judgement, and compassion towards our relationships with both death and money can help to attend to old wounds and prevent new ones from forming as you and your loved ones make your own journey through both death and money.

When Something Life-Changing Happens to You, Let it Change Your Life

Letting change change you takes courage, but with support and being witnessed, transformation becomes healing.

When we experience a tectonic shift in our lives, like a diagnosis, birth, death, or sudden job loss, we often try to hold onto our old ways of moving through the world.

We cling to old routines, thought patterns, beliefs, relationships, and expectations for what’s possible. There’s comfort in trying to hold onto what we know and are familiar with, even if what’s familiar no longer fits the new landscape of our lives.

Allowing the major life change to change your life takes vulnerability and courage. It requires letting go of how things used to be to make room for what is true now. There is often grief involved as we metabolize the change.

Having a guide and a witness to walk beside you on the journey of allowing your life to change is a balm and tonic for the weary work of letting go of the old and opening to the new. We are that guide.

Every Day Should Be a Good Day To Die

Preparing for death is an act of love, and the more we face our mortality, the more fully we can live.

You don’t have to be living with a diagnosis to face your mortality, and honestly, you shouldn’t wait for an accident or illness to force you to.

Most of us accept that “I’m going to die someday,” and most of us recognize that “someday” could be any day. However, few of us are comfortable with or excited about doing the work it takes to be ready for a someday that could be any day.

But there is an alchemy that happens deep in our bones when we find the courage and focus to prepare ourselves and our loved ones for our death. When life goals are pursued and achieved. When the hard words are spoken and relief comes. When you move your life into closer alignment with your truth. When the letters or videos to loved ones are created. When the will is drafted or updated. When the life insurance is purchased or reviewed. When the emergency fund is built or maintained.

When we have a brush with death — whether it’s a close call or the final call — all these things bring a deep sense of peace to you and your loved ones. Preparing to die is one of the most profound ways you can say “I love you.”

It’s easier to live fully when you keep close counsel with the impermanence of your life. You are alive right now. Whether you’re living with a diagnosis or you love someone who is, we celebrate the miracle of your aliveness while we do our work preparing for somedays and any days.

Our Mission:

To walk with individuals with life-limiting diagnoses — and those who love them — through the financial, logistical, emotional, and existential terrain of their final chapter with centeredness, reverence, and agency.

Our Vision:

To bring dignity, empowerment, and intentionality into life's most avoided conversations.

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Affiliations & Credentials

CFP credential
CeFT credential
INELDA
National Home Funeral Alliance
XY Planning Network
FINRA BrokerCheck
Financial Planning Association
Advice-Only Network
CFP credential
CeFT credential
INELDA
National Home Funeral Alliance
XY Planning Network
FINRA BrokerCheck
Financial Planning Association
Advice-Only Network