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.
Engagements are centered around three chapters of your money story:
Money Values & Strengths
Money History
Money Goals
Client engagements can be one-on-one, but are often set up to involve multiple members of the family.
MEETING OUTLINE
Each engagement is centered around the three parts of a client's money story and is structured to cover five meetings.
Meetings 1 & 2: Money Values & Strengths
Meetings 3 & 4: Money History
Meeting 5: Money Goals
PRICING
Pricing is $1,000 for family-level engagements with up to 2 adult participants, covering 5 virtual meetings. Subsequent work outside of the initial engagement is charged a separate rate and billed separately.
All engagements can be customized and are based on what your goals are for working with us.
We try to keep it simple with prorated amounts due before each meeting; and we can accept ACH or Credit Card.
Engagements for family-owned businesses and multi-generational families are customized and generally based on a combination of an hourly rate of $200 plus expenses.