Organizing Paper and Money

Andy first called me to get her home and financial paperwork in order. Afraid to approach her money situation, we first de-cluttered and rearranged her rooms, including setting up new office space and a filing system. Everything looked and felt better, even beautiful. 

After two months of in-home clearing sessions, we began weekly phone coaching to reinforce what she had learned so she could stay de-cluttered on her own. We were getting closer to where she didn’t want to go – her finances.

One day Andy announced, “I love working with you, but I can’t afford your help anymore.”

“OK, I understand, but how do you know that?” I asked.

“I just know,” she said.

What I knew was that Andy dealt with her finances by not looking. She made decisions based on her level of anxiety, not how much money she had.

I said, “It can be scary to look at your finances on your own. Before we stop, let me help you decide who can help you with your money." 

“OK, that sounds good. I just don’t want to know.” I’m tired of taking care of my parents when they didn’t exactly help me out when I needed it.” We talked..."You're giving your parents the help you wish you had received.

The problem is the amount you are giving perpetuates the myth that you are wealthy.  You are continuing their neglect by neglecting yourself - the very thing you don’t want.”

She said, “I never looked at it that way.”

“I suspect that what you don’t want is to know is how much this is costing you. You need to let go of the myth to be able to see your finances clearly, with less overwhelm. Staying organized won't be so hard after you let go."  

The following week, we talked about viable options. Andy found and enrolled in a reasonably priced three-month financial coaching program - the support she needed to take better care of her finances and family, including herself.

Andy may not like what she finds out, but she’ll grow more confident as she sees things from a whole new perspective.