Services

Support for Families, Couples & Individuals

Individuals

Individual Legacy Coaching is based on the understanding that each of us has abundant inner resources. Through transformative conversations, coaching supports the unfolding of your creative potential. On this journey, ways of being that have been shaped by your past fall away as you create a living legacy that reflects your deepest intentions.

Couples

Legacy coaching can be transformative for primary relationships where financial issues create complexity. When financial wealth enters the equation in an intimate relationship, different backgrounds and spending habits can become obstacles to coming together to serve your shared values. In our partnership, I guide you toward creative solutions so that you may thrive as a couples and as individuals.

Families

Wealth can amplify underlying dynamics in families and long-standing patterns can interfere with intentional planning. I help families get to the root of these patterns without digging up the past and learn ways to communicate with deep listening and understanding. The outcome is a shared direction for your family, family business or family foundation.

Advisors

I offer training and coaching for professionals who serve Ultra High Net Worth (UHNW) clients. We engage in practices such as deep listening and tap into a way of being that facilitates your highest level of service. This partnership is transformative for you and for your clients.

I also partner with advisors who serve Ultra High Net Worth (UHNW) clients. As a team, we offer a holistic service, whether supporting an engaged couple navigating a prenup, enhancing family communication, or developing leadership in the rising generation.

Let’s Connect

Send me a message to learn more and/or to schedule a free initial consultation. In this first meeting, we get to know each other and find out if our partnership could be the path to a deeply meaningful life.