Services
“Getting rich and staying rich are different things that require different skills.” - Morgan Housel
Private Coaching
3 Month - 12 Month Engagement
This is for you if:
You have a net worth >$2M
The majority of your net worth was created via inheritance or other indirect earnings
Thinking about your money causes you to feel stress or confusion
What is Included:
1-on-1 guidance using the 5 phases as a jumping off point
2 private 90 minute sessions per month
Unlimited support via email
Customized resource guide and program design
Results:
Increased sense of ownership of your money and life
Tangible progress toward long and short-term goals
A solution-focused mindset
8 Week Cohort
This is for you if:
You have a net worth >$2M
The majority of your net worth was created via inheritance or other indirect earnings
You thrive in group settings
You are willing to share deeply with others
What is Included:
Weekly 90 minute virtual group sessions
1 private 60 minute coaching session
Honest conversation about beliefs and behaviors around money
Peer networking and support
Results:
Connection with others in relatable circumstances
Understanding of how beliefs about money effect life decisions
Tools to organize your wealth and improve your life
Increased sense of ownership over your life and money
Private Family Mediation
This is for you if:
A death in the family initiated a wealth transfer
There is tension among adult siblings and/or other family members
You need third party help in preserving relationships
What is Included:
1-on-1 meetings with individual family members
Mediated family meetings
The extent and duration of this service is determined by each family’s unique situation
Results:
Preservation of family relationships