Mission of the Money, Meaning, & Choices Institute

Money, Meaning, & Choices Institute (MMCI) is a group of professional facilitators and advisors with a unique blend of senior level psychological and business expertise.  MMCI works with wealth holders (including wealth creators, inheritors and sudden wealth recipients) and their professional advisors to address the psychological issues and challenges of wealth. Our objective is to offer high level thought leadership and facilitation, implementing best practices, planning for success, and responding effectively to conflict.

Client Services

Individuals, couples, and families of wealth face a multitude of unique issues.  We offer facilitation, phone consultation, and workshops in order to maximize the opportunities and minimize the risks of wealth.  Whether conflict or planning, we use a pragmatic process to navigate the psychological issues of wealth in a way that reflects the identified values of our clients.  Our work empowers clients with clarity, an effective strategy, and the capacity to move forward.

Institutional Services

MMCI works with financial institutions, family offices, philanthropic organizations, and professional advisor groups, providing educational workshops and public speaking programs.  We offer professional advisor training and certification including our proprietary “Wealth and Life Planning System”.   MMCI also creates curriculum as content for presentation materials and websites