Money is challenging, it doesn’t have to be. We’re here to help you uncover your values and reasons impacting your financial decision-making - your money story! Whether you’re a new or mid-career professional, it’s invaluable to align your decisions around money with your values, dreams, and natural way of achieving. Knowing your money story frees you up to achieve the things you want to, in work and beyond.
FINANCIAL GUIDANCE
FAMILY-OWNED BUSINESS
A Family-Centered Approach
Is your family-owned business facing decisions of optimizing performance and profitability while maintaining strong family ties? We customize our work with family-owned businesses to meet the needs of each client through onsite, virtual and ongoing engagements.
MID-CAREER PROFESSIONALS
Expert Guidance
Are you preparing for a career change, taking on new responsibilities, or even considering starting your own business? Now is not the time to be held back by not knowing your money story - your natural strengths and values when it comes to financial decisions. We work with mid-career professionals to help them understand their money strengths, history, and values - their money story.
NEW PROFESSIONALS
A Comprehensive Approach
Are you starting a new job, or even a new business? New professionals want to be successful and effective from day one - understanding their money story frees them up to act on their natural strengths at work and with their financial decisions. We work with new professionals to help them discover and understand their money story through a multi-meeting engagement.
THE PROCESS
Strengths-Based
Curious about the process? Each engagement is designed around exploring your history, values, and natural strengths regarding money - your money story! A strengths-based approach, incorporating tools from positive psychology, financial therapy, financial psychology, and coaching, is used to help you learn about your money story.