Individual and Family Wealth Consulting Whether they are new to wealth or have been raised with it, my clients are people who are consciously committed to using it well. They want to explore what it means for their career, their family, and the broader world, and they want to do that with someone who fully understands the terrain. Common concerns include figuring out what’s next in life and work, disclosing one’s financial status (whether, when, and to whom), raising great kids, and preparing for wealth transfer.
Sudden Wealth Coaching This is designed for people who have recently received divorce settlements, inheritances, major sports contracts, lottery wins, etc. It aims to help people manage their financial transition successfully, with a minimum of emotional and relational upheaval. Issues addressed include coping well with the increased complexity, dealing with others’ emotions and assumptions, guarding against exploitation, and creating a life of their choosing.
Longevity Planning These services are for people who want to be pro-active in addressing issues relating to aging. As a neuropsychologist, I bring my expertise to bear on healthcare decision-making, estate planning, protection from predators, and major life transitions.