We provide:

Individual and group consultation

Individual and Corporate training programs

on the

• Psychological challenges and opportunities of having and inheriting money
• Psychology of wealth and how this effects financial and life planning decisions clients make

Through a better understanding of the interface between psychological and financial issues, we enable professionals to more effectively master conflicts that otherwise complicate wealth management. Our services include:

• Handling the emotional issues that can impede financial decision making
• Teaching the psychology of wealth and differences between earned, inherited, and sudden wealth
• Integrating soft skills with existing wealth management protocols: training and program development
• Expanding your role as a family facilitator not a therapist
• Helping to lead family meetings and teaching family facilitation skills
• Training to be a licensed facilitator of the WLP Wealth and Life Planning System©
• Building a bridge between a product oriented approach and a relationship oriented approach
• Training on philanthropic planning
• Understanding the psychological consequences of short versus long-term model of financial planning

Client Services

• We are available for case consultation and as an added value service for your clients. We believe in a collaborative-team approach in working with individuals and families.