Exploring the Human Side of Financial Planning with Ashley Quamme (Ep. 193)

Mitlin Money Mindset

Curious about the human side of financial planning and how it can transform relationships?

This week Larry is live and in person at the SHIFT conference in Orlando with Ashley Quamme, owner and founder of Beyond The Plan. Ashley shares her journey from a marriage and family therapist to a financial therapist, blending her expertise to help advisors and clients bridge the gap between money and emotions.

Learn how understanding thoughts, emotions, and behaviors around money can lead to better financial health and harmony in relationships.

Larry and Ashley discuss:

• Ashley's transition to financial therapy and the creation of Beyond The Plan

• The importance of integrating the human aspect in financial planning

• Practical tips for couples on how to handle financial disagreements

• The holistic approach to achieving a wealthy marriage beyond just financial aspects

• And more!

Resources:

• Mitlin Financial

• The JOY and Productivity Journal by Lawrance Sprung

• The 80/80 Marriage by Nate Klemp and Kaley Klemp

• The Gottman Institute

Connect with Larry Sprung:

• LinkedIn: Larry Sprung

• Instagram: Larry Sprung

• Facebook: Larry Sprung

• X (Twitter): Larry Sprung

Connect with Ashley Quamme:

• LinkedIn: Ashley Quamme

• X (Twitter): Ashley Quamme

• Instagram: Ashley Quamme

• Beyond The Plan

About our Guest:

Ashley Quamme is the owner and founder of Beyond The Plan. She holds a bachelor’s degree in Psychology from Appalachian State University and Masters in Science in Marriage and Family Therapy at Valdosta State University. In addition to her master’s degree, Ashley completed a graduate certificate in Financial Therapy from Kansas State University. Driven by her passion for learning and professional growth, she obtained certifications as a Certified Financial Behavior Specialist® and a Certified Financial Therapist-Practitioner.

With over a decade of experience as a couple’s therapist and the owner of her practice, The Wealthy Marriage, Ashley has gained profound insights into the dynamics of successful relationships. Throughout her career, she has actively engaged in teaching couples, mentoring practitioners, and advising on the essential relational skills necessary for healthy relationships. The Wealthy Marriage serves as a dedicated clinical space where couples and individuals can explore and enhance their connections with money, themselves, and each other.

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.