Book Spotlight: Emotionally Invested by Mary Clements Evans

Emotionally Invested: Outsmart Your Anxiety for Fearless Retirement Planning by Mary Clements Evans is not your typical money book—it’s a self-help guide disguised as financial advice. Evans, a Certified Financial Planner, explores how our emotions, habits, and personal histories shape the way we handle money. Whether you’re a chronic saver, a guilt-ridden spender, or someone who avoids money talk altogether, this book offers a judgment-free path toward financial clarity and confidence. (The Authority Company, 2025)

✨ 2025 Global Book Awards Bronze Medalist in Business & Money

A Different Approach to Money

Most financial advisors rely on the “rational man” theory: give people enough information, and they’ll make rational decisions. But humans aren’t purely rational—emotions play a huge role in our financial choices.

When Mary Clements Evans, CFP®, CDFA, ABFP®, opened her financial services firm in 2008, she set out to create a no-judgment zone where clients could feel safe discussing money. She helped people discover their Money Why—the underlying reasons behind financial behaviors—and it transformed their relationship with money.

After nearly two decades of what she calls “financial therapy,” Evans wrote this book to share her most powerful lessons from working with over 500 individuals and families.

What You’ll Learn

Instead of stock tips or investment strategies, Emotionally Invested dives into the emotional drivers of financial decisions. Evans shows how uncovering your own (and your partner’s) Money Why is the first step toward lasting financial happiness.

She also shares practical solutions for overcoming money anxiety, working with financial professionals, and building confidence about retirement. Above all, she reminds readers: it’s never too late to improve your financial future.

Key Takeaways

• In the 1970s, retirement planning shifted from employers and unions to individuals—a change Evans calls the “Big Sin.” The “Big Lie” was that planning and saving would be easy.
• People generally fall into two categories: FOMO (Fear of Missing Out) or FORO (Fear of Running Out)—and each impacts financial choices differently.
• Financial happiness means having enough to enjoy life today while still feeling secure about the future.
• Couples should try scheduling a monthly money date night to make financial conversations easier.
• Not all financial designations are created equal—some require rigorous training, while others are little more than paid credentials.
• The best advisors aren’t just knowledgeable; they also have integrity, empathy, and strong people skills.

About the Author

Mary Clements Evans is the founder and president of Evans Wealth Strategies in Emmaus, Pennsylvania, and a Raymond James registered principal. She is a Certified Financial Planner, a Certified Divorce Financial Analyst, and an Accredited Behavioral Financial Professional.

With a BA in accounting from Temple University, Evans spent 25 years in corporate finance with Exide Battery, Goodall Rubber, Kellogg’s, and Rodale Publishing before launching her firm in 2008. An international speaker, she has been named to Raymond James’ Chairman’s Council for six consecutive years.

Why You Should Read Emotionally Invested

If money conversations leave you anxious or overwhelmed, this book will help you approach finances with clarity and confidence. It’s not about formulas and charts—it’s about creating a healthy, fearless relationship with money that supports the life you want now and in retirement.

📖 Ready to take control of your financial future?

• Grab your copy of Emotionally Invested wherever books are sold.
• Share this post with a friend, partner, or family member who could benefit from a fresh, compassionate approach to money.
• Start your own “money date night” this month and put Evans’ advice into action.