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:

  1. Are uncertain of what to do with their life.
  2. Feel like they are floundering & want to launch.
  3. Could benefit from increased motivation & accountability.
  4. Struggle to understand how wealth fits into their identity.
  5. 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.

Example workshops:

  • 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.