July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles.
Today’s Topic: How couples can communicate better around money — and how they can create shared goals and meaning to create a life well lived.
About our guest: Ashley Quamme is a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™. She is the owner of BAM Financial Consulting, where she provides fractional CFO services to financial advisors and firms, with a focus on improving the relational aspect both within the firm and with clients. In addition, she maintains a clinical practice, The Wealthy Marriage, where her focus is helping couples with financial relational problems. On the personal side, she is a wife and mother of 2. When not serving as an Uber driver for her kiddos, she is gardening or spending time on the lake. You can connect with her on Twitter, LinkedIn, or through her website www.bamfcc.com.