Statement of Care and Mutual Understanding
This statement of care is 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
The Nature of our Work Together
This practice is designed as an experimental journey into worth, value, and meaning.
While we bring certified financial expertise to our partnership, the outcomes of our work together are emergent and often unexpected.
We consciously create space for the unconventional and the provocative,
even as we maintain professional boundaries and practice careful stewardship of your trust.
Embracing Complexity
Our work often brings together different worldviews, cultural backgrounds, and beliefs about money, worth, and value.
This intersection can create tension—between old patterns and new possibilities, between conventional wisdom and emerging understanding,
between what we've been taught about worth and what we're discovering.
These tensions can lead to valuable insights and growth; they can also surface deep emotions and challenging realizations.
Client Commitments
Professional Care
Maintain strict confidentiality within legal and ethical bounds
Clearly communicate our scope of practice and limitations
Provide referrals when needs arise beyond our expertise
Regularly assess whether our work together remains beneficial
Promote appropriate professional boundaries while creating space for deep inquiry
Creating documentation and artifacts as archive and timeline
Engaged Presence
Listen deeply to your stated and unstated concerns
Honor your experiences without rushing to solutions
Remain curious about your unique relationship with worth
Acknowledge the complexity of your financial context
Respect your pace of exploration and discovery
Ethical Practice
Expand fiduciary standard of care at every available opportunity
Prioritize your wellbeing over any particular outcome
Maintain transparency about our approach and limitations
Acknowledge when we don't have answers
Respect your autonomy in all decisions
Regularly review our work together to ensure it serves your needs
What I Ask of You
Share Thoughtfully
Your stories, questions, challenges, and insights are essential to this work.
I invite you to share openly while maintaining awareness of your own boundaries and needs.
This isn't about forced vulnerability, but about authentic exploration at a pace that serves you.
Stay With Uncertainty
Much of our work involves sitting with questions that don't have immediate answers.
Instead, I'll invite you to:
Resist the urge to rush to solutions
Notice when discomfort arises
Explore beyond familiar territories
Question inherited assumptions
Remain curious about your reactions and responses
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Practice Self-Care
While we co-create a container for exploration, you remain responsible for:
Setting and maintaining personal boundaries
Communicating your needs and concerns
Deciding what to share and what to keep private
Choosing your pace of engagement
Taking care of your emotional and physical well-being
