Individual coaching to identify your values and capitalize on your strengths in order to achieve your goals. Become more intentional about wealth, moving with it toward a more purposeful and productive life.
Rising Generation Coaching Program
Launch the rising generation toward passion, purpose, and meaningful living. Avoid the trap of associating net-worth with self-worth.
This program is suited for individuals who:
- Are uncertain of what to do with their life.
- Feel like they are floundering & want to launch.
- Could benefit from increased motivation & accountability.
- Struggle to understand how wealth fits into their identity.
- Need someone to talk to regularly, but do not need therapy
Details: Six- 12 month commitment, remote coaching.
Exercises & Assessments: Northbound Values, Real Colors, Clifton StrengthsFinder, Communications Skills Workbook, Accountability & Action Planning Notebook, and more as needed.
Rising Generation Workshops
Custom designed workshops for siblings, cousins, or larger group of rising generation inheritors of wealth and/or family business. Done in conjunction with larger family work or independently.
- Opportunities & challenges of inheritance
- Financial literacy topics
- Value-aligned living / investing
- Understanding relationship with money
- Communication with older generations
- Conflict management skill building
The Core Four for Individuals
Values, Strengths, Personality & Communication Skills
Done as an intensive or spread over time
Dating When Wealthy
An excellent way for parents to support their children without getting too involved and risking a rupture in the relationship!
Whether you are thinking about dating, going on first dates, or early in a relationship, this package is for you.