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Stacy Willoughby is a financial expert, author, speaker, and money coach for newly married and remarried couples. Stacy partners with couples to change the way they talk, think about and manage money, making a positive impact on families that can last for generations.
Stacy began her career in finance in 2001 as a manager of a credit union. Her warmth and approachability led clients to keep asking her for investment advice—even after she’d made referrals. She knew she wanted to find other ways that she could help people with their money and became a licensed financial advisor in 2004. Ten years later, she’s now The Money Mentor. Having lived all over the United States and in Japan and Italy, Stacy now calls the Pacific Northwest home and lives near Seattle, Washington with her husband, Rick. She spends her free time building a “dream cabin” with her husband in eastern Washington. She also enjoys traveling the world, especially to Shanghai, China to visit her brother, sister-in-law, young nephew and baby niece.
When I became a financial advisor, I was a newlywed myself. I was naturally drawn to working with couples. I was captivated with how couples worked out their money issues – or how they didn’t. My husband is a union carpenter and has been in that line of work for over 30 years. This was his second marriage and I found myself as the stepmother to a teenage boy. Over the years, I have found that my stories are similar to the stories of other couples and that is what inspired me to write, What’s Yours is Mine–When a Realist Marries an Idealist.
After 10 years and massive market change, I realized that I had a lot more to offer families in the way of helping them with their financial situation than what I was able to do as a financial advisor. As The Money Mentor, I can do what financial advisors cannot – help couples learn how to maintain a strong relationship where money doesn’t get in the way of happiness through one-on-one mentoring and other events. Even the best financial plans and strategies don’t address those underlying factors that make or break your progress, factors such as communication, trust, and a shared vision for the future. By discussing the emotional issues that drive financial decisions, we learn to keep our minds and hearts open to have constructive conversations about money. My goal is to improve the way families communicate about money – one couple at a time.
Have questions? Ask Stacy