Given Not Earned exists to help high net worth individuals and families develop a more thorough understanding of the impact generational wealth has on their lives - the ways it makes life easier and the ways it makes life harder.

I offer wealthy folks a safe place to share their experiences, organize their lives and dream of what’s possible. I guide my clients through the obstacles that wealth presents, so that they can live fulfilling and purposefully-designed lives.

The complexities that go along with inheriting wealth are familiar to me. I understand the freedom that comes from not having to trade my time for money, while also fearing that this same freedom handicaps me from finding purpose and meaning in my life.

My inheritance story began in my mid-twenties when I was gifted income producing real estate, and soon after, ownership of a Trust.

As is often the case, inheritance and loss go hand in hand. My inheritance paralleled my dad’s Parkinson’s diagnosis and eventual death.

During this time, grief and interpersonal conflicts overwhelmed my family as my dad’s disease progressed and we faced a devastating loss. This was a difficult and messy process that was exacerbated by disagreements around money, property and fairness.

Both therapy and a very practical approach to my inheritance were what I needed to move forward. So, along with the deep personal work, I took inventory of my assets, calculated my net worth, and began to formulate a system of how I could better think about and handle my assets.

I spent hundreds of hours educating myself on investing, real estate management, and the psychological impacts of money.

I also took a close look at the inherited team of people handling my assets including property managers, financial advisors, and accountants. Part of taking ownership of my finances and my life, meant finding a new team of advisors who understood my goals, outside of the context of my family.

During this time, I often wished I could reach out to someone who understood where I was coming from, that had been through something similar. It was that need that led me to create Given Not Earned.

My coaching and mediation practice stems from over a decade of lived experience navigating the myriad complexities of inherited wealth and family dynamics, and emerging with a much stronger understanding of the legacy handed to me, and the legacy I am creating.

Please reach out, I’d love to hear your story.