Resources
MoneyMoves®
Imagine a world where talking about money feels open, light, and empowering—a world where your financial choices are guided by clarity, kindness, and genuine understanding. MoneyMoves® is groundbreaking educational methodology designed to support you on your journey to financial wellness by transforming the way you think, feel, and engage with money.
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Somatic Finance®
You’ve likely been taught how to think about money, but what happens when you expand your awareness to include your body’s natural intelligence, when making a purchase, budgeting for your family, or negotiating a salary? Somatic Finance® offers whole-body practices for developing courageous joy, generosity, and financial integrity in a world gone mad over money.
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Podcast Appearances
Highly Sensitive Money
Embracing Financial Wellness through Somatic Finance
Exploring the connections between money, personal growth, and embodied awareness.
Financial Therapy Podcast
Your “Last Love Letter” – One Thing Your Kids Want to Hear From You
Exploring the idea of “last love letters,” a powerful practice that goes beyond estate planning.
Purpose-Focused Advisor
Leading the Firm While Honoring the Founders’ Vision
Knight Colman shares his perspective on the unique challenges and opportunities that Gen 2 advisors face.
Fiduciary Voices
Blending Financial and Emotional Wealth in Estate Planning
Discussing a more human approach to estate planning that moves beyond the traditional focus on documents and legalities.
Retirement Tax Services
Prepping Tax Returns as a Financial Advisor
In this episode, Steven delves once again into the frequently asked question of “what would it look like to offer tax prep in-house?”