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Individual Wealth Coaching
Individual coaching offers a safe and non-judgemental space to unpack your relationship with money, explore generational money patterns in your family, and build healthier money habits.
Common topics covered in individual coaching:
Identifying and overcoming limiting money beliefs and behaviours.
Clarifying financial values, vision and the purpose of your wealth.
Navigate emotional challenges such as fear, anxiety, guilt and shame, that often arise with inherited or sudden wealth.
Learning how to navigate money conflict in personal and professional settings.
Improving personal money management and financial literacy skills.
Couples Wealth Coaching
Our couples coaching packages are designed to help you and your partner overcome conflict related to money and learn tools for productive discourse surrounding money matters.
Common topics covered in couples coaching:
Identifying and understanding one another's financial behavioural patterns.
Acquiring tools to communicate in a healthy way about money.
Clarifying your financial values, priorities and frameworks for earning, saving, spending and giving as a couple/family unit.
Aligning on mutually agreeable principles for prenuptial or postnuptial agreements.
Addressing repeated money conflict with a focus on reaching resolutions and agreeing on how to move forward.
Family Wealth Coaching
Family wealth coaching is delivered through workshops and retreats designed to help set future generations up for success.
Common family workshop topics include:
Money Patterns: the role of generational money patterns in families and identifying your family’s unique characteristics.
Money & Love: the importance of spousal integration and productive money discourse in partnerships.
Children & Money: the dos and don’ts for preparing children to become responsible stewards of capital.
Inter & Intra Generational Dynamics: how to navigate tensions and money conflict across and within generations.
Children's Financial Education
Children’s financial education sessions are designed to help parents prepare children to navigate money and wealth responsibly.
The focus of these session is to help parents to:
Identify and convey the financial values they wish to pass on.
Understand the financial principles and skills that children aged 3-18 should acquire.
Plan a suite of activities to teach children about money management in an age appropriate way.
Disclose family wealth to children strategically and discreetly.
Where appropriate workshops can be delivered directly to your children to teach them key financial literacy principles.
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