Ethical Considerations and Framework
These ethical considerations and framework are a living document. ​
I welcome any questions, concerns, and feedback about how I can better support your journey while maintaining appropriate boundaries.​
The exploration of worth is complex and often challenging.​
I'm committed to walking this path with you, blending professional expertise and human understanding to the work we do together.
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Last updated: 27 Jan 2025
Embracing Difference
In our work together, you may encounter perspectives about worth, value, and financial wellbeing that differ significantly from your own.
You may meet ideas that challenge your fundamental beliefs about money, success, or growth.
These differences might reflect various cultural, economic, or philosophical frameworks—
some of which may feel uncomfortable or even troubling to you.
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We invite you to approach these differences not as obstacles to overcome, but as opportunities for deeper inquiry.
This practice is a site of research that welcomes questions and unknown outcomes,
rather than predetermined answers about what constitutes financial success or personal worth.
Beyond Binary Thinking
Our approach to worth and value aims to create space that holds more questions than answers—a space that is:
Nuanced rather than absolute
Complex rather than simplified
Emergent rather than predetermined
Both ancient and new in its wisdom
Both challenging and nurturing
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Some may view our approach as too radical in its questioning of traditional financial frameworks,
while others might see it as not progressive enough in challenging existing systems.
We suggest there are possibilities beyond these binaries.
Multiple Perspectives
My practice is intentionally multi-perspectival,
drawing from diverse understandings of worth and value
beyond dominant materialist-naturalist Western financial paradigms.
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While we recognize the importance of standard financial planning principles, we also create space for other ways of knowing and valuing, like:
Various cultural approaches to wealth and worth
Different frameworks for understanding value
Local and global perspectives on resources
Indigenous, lineage-based wisdom about stewardship
Alternative economic models and possibilities
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Navigating Power and Protection
We acknowledge that the financial industry has historically:
Excluded certain communities from access to resources
Privileged certain forms of wealth over others
Created barriers to financial wellbeing for many
Perpetuated systems of inequality
Narrowly defined what constitutes "success"
While we are deeply committed to addressing these inequalities,
we also recognize that prescribed solutions can sometimes reinforce the very systems they aim to challenge,
which is why this work seeks to:
Honor historical and ongoing inequalities
Question dominant financial narratives
Explore alternative sources of power and worth
Notice when discomfort arises
Create space for individual discernment
Support authentic transformation
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Commitment to Learning
As a practitioner, I remain committed to my own ongoing learning and growth.
This means I will:
Acknowledge what I don't know
Question my own assumptions
Remain open to new understanding
Recognize the limits of my perspective
Continue ongoing professional development
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Holding Complexity
We create space for different narratives about worth and value to coexist, even when they appear contradictory.
This could look like:
Traditional and alternative financial approaches
Individual and collective perspectives
Material and immaterial forms of wealth
Professional expertise and personal wisdom
Practical tools and philosophical inquiry​
Engagement Guidelines
Our work together is framed through:​
Provocative questions rather than definitive answers
Exploration rather than prescription
Inquiry rather than certainty
Practice rather than perfection
Dialogue rather than doctrine
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We welcome healthy investigations to our approach, distinguishing between:
Constructive dialogue that strengthens understanding
Critical inquiry that deepens insight
Authentic disagreement that promotes growth
Engagement that honors all participants
Important Disclaimers
While we do our best to create a container for meaningful exploration, we cannot guarantee:
Specific financial outcomes
Freedom from discomfort
Agreement among perspectives
Universal solutions
Complete safety
If you require spaces and partnerships where all participants share the same philosophy, outlook, or approach, this practice may not serve your needs.
Your Invitation
This is an invitation to​:
Engage with curiosity
Question inherited assumptions about worth
Explore beyond familiar territory
Honor your own wisdom while remaining open to new information
Participate in creating new possibilities for relating to value
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The journey of exploring worth beyond convention metrics involves risk, uncertainty, and potential discomfort.
We commit to walking this path with professional integrity while honoring the complexity of the territory we're exploring together.
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