Wife ~ Mom ~ Friend ~ Inheritor ~ Legacy Coach/Consultant
I get excited about wellness, genuine people, sunshine, unconditional love, learning new things, being active outdoors, Italian greyhounds, family, dark chocolate, good friends, grain-free recipes that taste like the real thing, the ocean, good books, authentic faith, solid TED Talks, & helping other people succeed.
As a Coach, I Empower Families To:
- Process the opportunities and obstacles of family wealth
- Increase leadership capabilities in rising generations
- Improve family communication
- Initiate effective multi-generational family meetings
- Develop a strategic plan for the transfer of wealth across generations
As a Consultant, I Empower Advisors to:
- Understand the opportunities and obstacles of family wealth
- Connect authentically with rising generations of client families
- Plan and conduct effective multi-generational family meetings
- Engage in conversations with clients about, not just preparing the assets for the family, but preparing the family for the assets
As a Writer, I Empower Readers to Grapple With:
- Wisdom in Wealth
- Sacred Serendipity
let’s stay connected!
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