Aspects & Issues

Relationships

When wealth is involved, the emotional stakes rise exponentially.

My husband left me significant assets when he died unexpectedly.  While I gained financial freedom, no amount of money could ever compensate for my loss.  I am finally ready to start dating again, but my circumstances make it very tricky.  How do I tell someone about my financial situation without potentially threatening them?  I am concerned that my money may be a real obstacle.

Emma, age 38

Issues of trust and a sense of self are the most challenging aspects of any romantic partnership, particularly those that include wealth.  Money and love are two separate entities.  Ideally, money is a complement to love, but often it is understood instead as a representation of love.

At the Wealth Legacy Group, our philosophy is that your emotional net worth should be on a par with your financial net worth. We have the tools and expertise to help you achieve that delicate balance and keep it intact.

Among the questions and challenges we address:

• Are you afraid of being loved for your money and not for yourself?
• Is there a disparity in means that is impacting your level of intimacy?
• What are the conflicts around money (this is the #1 issue that couples fight about regardless of their monetary status)?
• How do you feel about being asked to loan money?
• Are or were there issues around marrying into money or prenuptial agreements?
• Do you feel taken advantage of because you have means?
• If the wealth originated with the female partner, does this increase a sense of inequity?

These are sensitive issues involving candid discussions.  We offer guidance without judgment and help you define your needs, set boundaries and open new doors to intimacy.  The goal:  to navigate your relationships with freedom, ease, and joy.