I work with people navigating significant life transitions where wealth is part of the picture but not the whole picture.
The work is for thoughtful people who sense that the questions they’re carrying need a different kind of attention than financial planning can provide.
Those approaching or at retirement. The financial side is usually handled. The human side often isn’t. The decades ahead deserve more thought than the conventional retirement script provides.
Inheritors of significant wealth. Whether the wealth has arrived, is anticipated, or is being prepared for in advance, it carries inner complexity that legal and financial structures aren’t built to address.
Those navigating sudden money. A business sale, a major liquidity event, the end of years of building. The financial transition gets immediate attention. The inner transition often doesn’t.
Across these three audiences, the work has a common quality. It’s built around sustained attention to what you’re living with. Every program is offered in two formats: private one-on-one coaching and small group programs that combine curriculum with individual sessions. In every format, I work with a small number of people at a time.
