Services

Private Coaching

5 Week Intensive

$2,250

5 Week Intensive

Cost: $2,250

This is for you if:

  • You are ready to feel confident about your money

  • The majority of your net worth was created via inheritance or windfall

  • You are ready and willing to dig deep and challenge the way you think about yourself and your finances

What is Included?

  • 1-on-1 guidance using my 5 phase approach

  • 5 weeks of weekly 75 minute sessions

  • Unlimited support via email

  • Opportunity for on-going month-to-month support

Results:

  • Increased

    • Sense of confidence

    • Sense of agency

    • Sense of security

    • Understanding of your finances

    • Understanding of yourself within family wealth

Private Coaching

Hourly

or

Month-to-Month

Hourly and Month-to-Month Coaching

Cost: Dependent on scope of work

This is for you if:

  • You know you need some help but don’t want to commit to a whole project

  • You want on-going, as needed guidance and support

What is Included?

  • Hourly Includes:

    • As-needed support billed by the hour

  • Month-to-month includes:

    • up to 4 sessions (60 minute) each month

    • Unlimited support via email

    • As needed 10 minute spot calls

    • Ability to stop and restart month-to-month engagement as needed

Results:

  • Increased:

    • Understanding of yourself

    • Understanding of your money

    • Understanding of your adult role in your family

    • Ability to create necessary boundaries

    • Hope for your future

    • Agency in decision making

Family Mediation

1-2 Week Intensive

Family Mediation Intensive

Cost: Dependent on scope of work

This is for you if:

  • You created generational wealth or are part of a family with generational wealth

  • You need to find common ground between family members

  • You are seeking more harmonious family relationships

  • There is tension among adult siblings and/or other family members

  • You want to address a current family conflict

  • You want to prevent potential disagreements around inheritance

  • You want to learn how to have healthy family conversations about wealth

What is Included:

  • 90 minute consultation with family member initiating service

  • 2-3 facilitated family meetings

  • 1-on-1 meetings with individual family members

  • The extent and duration of this service is determined by each family’s unique situation

Results:

  • Preservation of family relationships

  • Strengthened bonds

  • Improved communication patterns among family

  • Increased understanding of family members’ underlying needs

  • Clarity around what motivates each person

  • Consensus on how to resolve conflict

  • Resolution of conflict

Family Mediation

Facilitated Family Meetings

Facilitated Family Meetings

Cost: Dependent on scope of work

This is for you if:

  • Your family could benefit from a few facilitated conversations

  • You want help but not the commitment of an intensive program

What is Included:

  • Facilitated family meetings billed by the hour

  • The scope, extent and duration of this service is determined by each family’s unique situation

Results:

  • Preservation of family relationships

  • Strengthened bonds

  • Improved communication patterns among family

  • Increased understanding of family members’ underlying needs

  • Clarity around what motivates each person

  • Consensus on how to resolve conflict

  • Resolution of conflict