SOURCE: Abacus Wealth Partners

February 08, 2007 11:00 ET

Financial Intimacy and Freedom for Couples: A Valentine's Day Story

Expert Source: Top Financial Advisor Spencer Sherman Discusses a Topic That Should Flow as Freely in Relationships as the Words "I Love You" -- Money

SAN FRANCISCO, CA -- (MARKET WIRE) -- February 8, 2007 -- Valentine's Day is an opportunity for couples to spend affectionate time together and for journalists to contribute their articles about relationships and Valentine's Day itself. While articles about emotional intimacy are common, this Valentine's Day provides an opportunity for an article about financial intimacy, a topic that many couples struggle with, and that is central to the success of a partnership. Many couples are able to maintain emotional intimacy, but have difficulty discussing money and reconciling their financial priorities and spending habits. Money is, in fact, one of the principal contributors to divorce and break-ups. Why is this, and what can be done? Spencer Sherman, president of Abacus Wealth Partners, LLC (, has many answers and abilities to help couples work together on financial priorities and feel comfortable discussing money.

Spencer Sherman is an award-winning financial advisor who also leads seminars on financial intimacy and freedom for couples. Spencer also authored a chapter about money and relationships called "Money: the Surprising Aphrodisiac" in an anthology on relationships with Deepak Chopra, Wayne Dyer, Scott Peck, Thich Nhat Hanh, and others.

In his seminars, Spencer helps couples to:

--  Experience freedom around their finances
--  Communicate their values and goals in a way that creates intimacy
    rather than distance
--  Discover the money messages they learned as a child, and how the
    messages influence them today
--  Learn to receive each other's experience, instead of reacting to it
--  Understand the emotions that affect financial decisions
--  Develop new tools that lead to a deeper, more satisfying relationship
--  Learn to support each other in getting what they want
--  Make spending, saving and investing decisions together
--  Increase their net worth and cash flow
Below is Spencer's biography. He is available for interviews about the importance of financial intimacy in relationships, how couples can achieve it, and the dysfunction that can occur if couples are not able to freely and productively discuss finances.

Financial intimacy is a topic that will stand out among the many articles that will be written about Valentine's Day. Please contact Todd Lane at 415 986 7212 or to schedule an interview with Spencer Sherman.

For more information about Spencer's seminars on financial intimacy and freedom for couples, visit

Biography of Spencer Sherman, CEO of Abacus Wealth Partners

Spencer helps business and spiritual leaders, entrepreneurs, and philanthropists make major life and business decisions. A few of his areas of expertise are philanthropic and charitable planning; generational planning; cash flow and "second half" planning; creating low-cost, tax-efficient, low volatility investment portfolios (including socially screened portfolios); couples and money, and business consulting.

Spencer was born and raised in New York City. He earned a bachelor's degree in economics from Brandeis University in 1983 (Phi Beta Kappa), an M.B.A. in Finance from the Wharton School at the University of Pennsylvania in 1987, and the CFP® designation in 1990. Since starting his firm in 1987, he has been widely quoted in the financial press and on television. He co-leads workshops for couples and singles called "Financial Intimacy and Freedom." He has created presentations on "Increasing Philanthropic Contributions of Your Clients" and "Transforming Our Money Conditioning." Spencer was selected to write the chapter "Money: the Surprising Aphrodisiac" in an anthology on relationships with Deepak Chopra, Wayne Dyer, Scott Peck, Thich Nhat Hanh, and others.

Spencer was named one of the top 100 wealth advisors in the United States by Worth magazine in 2006 and 2005. (He was named by Worth to their list of top 250 advisors in 1999 and to their list of top 300 in 1998.) Bloomberg Money Manager listed him as one of their top money managers in 2005, 2003, and 2002, and Medical Economics listed him as one of the 150 best advisors for doctors in 2004, 2002, 2000, and 1998. He was also named by the Philadelphia Business Journal as one of the top 40 under (age) 40 business leaders in Philadelphia in 1999. Spencer is a member of the Social Venture Network as well as the Social Investment Forum.

Spencer has appeared on CNBC's "Make Your Money Work" with Bill Griffith, and on Philadelphia's "NBC 10 News" where he cut up his credit cards on the air.

Contact Information

  • Media Contact:
    Todd Lane
    Graham & Associates
    (415) 986-7212
    Email Contact