Love & Money Professionals

     Need a professional to coach you on financial or relationship matters?
The counselors below are familiar with financial philosophy described in
The Couple's Guide to Love & Money and can help you to develop a plan
 for your future that will move you toward financial, relationship, and personal happiness.

FINANCIAL PROFESSIONALS

Carla J. Cargle, BS, 1 year EMBA

License: Series 6, 63,65, Group I, TX, IN, MD, FL

Specialty: Financial Planning from a spiritual/psychological perspective.

Profession: Financial counselor

14090 SW Freeway, Suite 300

Sugar Land, TX 77478

carlajcargle@g1wb.com    Phone: 281.340.2028

http://www.humblewiseandwealthy.com

Daniel Foley, CPA, Master of Divinity, MBA

License: Certified Public Accountant, Kentucky, License # 10261

Specialty: CPA working with married couples

Profession: Financial counselor

133 Blackburn Avenue

Louisville, KY 40206

daniel@danielfoleycpa.com  Phone: 502.767.2677

danielfoleycpa.com

 Comment: While I provide the expected services of a certified public

 accountant, my passion is working with married couples and helping them

 to learn to work together effectively as though they were not just

 lovers but business partners, learning to communicate and plan and work as a

 team committed to actually reaching each other's dreams. I have twenty

 years of cross-cultural experience in ministry and ten years working

 with couples and small businesses as a CPA.

Donald H. Green, BS
License: Life and Health, Long Term Care, Series 7
Specialty: Financial planning for young couples
Profession: Financial counselor
1732 S. Taft Hill Rd. 
Fort Collins, CO 80526
dongreen@core-financial.net Phone: 303-726-6943
www.core-financial.net

Stephen Meade, BA

License: CA Department of Real Estate: 01378749

Specialty: Mortgage Lending for First Time Home Buyers

Profession: Financial counselor

343 Esplanade

Irvine, CA 92612

stephen@meademortgage.com     Phone: 949.280.6481

http://www.meademortgage.com

Comment:  The Couple’s Guide fits in very well with my approach. I specialize in working

with first time home buyers. My clients are frequently recently married couples. As such, the

decision to buy a home is typically the biggest financial issue the spouses have faced together.

The unique process I use starts with an in depth interview, continues with use of my proprietary

financial modeling tools, and culminates in well-thought decisions. Typically, my initial client

meetings last 1.5 to 2 hours. My coverage area is Southern California (Santa Barbara to San Diego).

Stephen Meade, MBA

License: Life insurance license (#0805864), Series 7 Securities license (#2091361),

Chartered Financial Consultant, Certified Senior Advisor, Chartered Life Underwriter, 

Chartered Property/ Casualty Underwriter

Specialty: Estate and Retirement planning

Profession: Financial counselor

P.O. Box 11231

Santa Ana, CA 92711

prodigygroup@adelphia.net     Phone: 888-265-8025

http://www.prodigygroup.org

Comment: I have been working in financial services for 32+ years.

* Founded my financial planning firm 16+ years ago.

* Have written two financial books:

1) The Last Great Tax Break - describes ways to reduce taxes from

being self-employed, and

2) The Legacy Book - a workbook intended for heirs and beneficiaries.

RELATIONSHIP PROFESSIONALS

William Marty Martin, Psy.D., M.P.H.
License IL PSY 071-006511
Psychologist
4300 CommerceCourt Suite 300-3
Lisle, IL. 60532.  .

marty4422@aol.com  Phone: 630-778-9300 ext. 202

Comment: I perform assessments and counseling for
career and vocational interest, retirement planning; entrepreneurship readiness,
life transitions; and compulsive buying/spending. I have been trained and licensed
to use the following tools: HeartMath, MoneyQuotient and Institute for Financial Recovery.
I use The Couple’s Guide to Love & Money with my clients.
Services provided in-office, homes, and/or facilities as needed.

Kristin Hall Sliwicki, MS, MFT
License: LMFT (IL), LCPC (IL), CPA (Lapsed)
Specialty: Marital/Couples Therapy
Profession: Marriage & Family Therapist
1590 S. Milwaukee Avenue, Suite 301
Libertyville, IL 60048

kristin.sliwicki@comcast.net Phone: 847-604-1516

 Comment: Relationship counseling is at the heart of my practice. I work with couples at all stages (pre-marital, newly married, married with children, couples in retirement, etc.) who want to create or rediscover the positive power of an emotionally connected, intimate partnership. I work collaboratively with couples, utilizing their individual and relational strengths to build and rediscover strong and fulfilling relationships. FREE 15 minute consultation.