"Having money has turned out to be more emotionally complicated than I ever could have imagined...I feel uncomfortable with some of the comments and reactions I am getting from people...I'm reasonably content with my marriage and work, but something is missing...now that I have the time to look at how I spend my day, I'm no longer sure of how to balance my priorities...I'm wondering, what really is important to me?...how can I make a difference?" - (John F., a 43-year-old software designer)

The programs and services of the Money, Meaning, and Choices Institute focus on the psychological opportunities and challenges that accompany having or inheriting money. We understand that having money represents the beginning of a new life stage, one that offers a broad range of choices, while posing issues of meaning, personal empowerment, and social responsibility. We help our clients understand and deal with the emotional complexities of having money, helping them make the shift from emotional bankruptcy to emotional richness. We enable our clients to discover spheres of interest that add meaning and passion to their lives. We assist our clients in creating a family legacy of passionate interests and compassionate social concern.

All of our programs have three aims:

  • We help you deal with the emotional issues that accompany the achievement of financial success. We provide a safe and confidential place to explore matters of money and meaning, a subject that is often taboo - even among the closest of intimates. We also explore ways of being comfortable with your financial position, without distancing those who matter.

  • We help you reevaluate personal priorities and find ways of creating a lifestyle that is more closely aligned with your core values and interests. We encourage you to achieve an optimal balance of time and energy investment across four life domains - Self, Relationships, Work, and Community - setting limits in some domains and giving more attention to others as needed.

  • We enable you to discover spheres of interest that add meaning and passion to your life. We help you remove psychological obstacles, thus empowering you to make desired changes in your life. In so doing, we advocate finding at least one thing that you can do to make a difference in each of the domains of self, relationships, work, and community.