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.

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Larry Sprung Host Mitlin

Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur and mental health advocate.

Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal” and the also host of the Mitlin Money Mindset™ a podcast that reminds you to ask yourself “What did you do today that brought you joy?®”

In 2004 he founded Mitlin Financial, Inc. naming the firm memory of Larry’s wife’s grandfather, Mitchell, and his mother, Linda. During his career, Larry has found that a lot of industry terms and concepts can seem confusing to outsiders. That’s why he works with the families he serves to break down complex financial topics into easy-to-understand concepts.

In recognition of Larry’s significant contributions to his profession, he has received quite a few awards. In 2021, Larry was named to the Investopedia 100 Top Advisors in 2021 and was even more humbled to make their Top Ten list for 2022.

Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created in memory of his brother-in-law.

Larry values his family tremendously and his desire to do right by his wife and two sons drives who he is in and out of the office.