What is the 5 Phase Approach?

These phases will help you bridge the gap between your money, your relationships and your purpose. This integrated planning approach enables you to create a roadmap for long-term success.

  • Phase 1: Share

    In Phase 1 we discuss what this inheritance stirs up in you. Here you have the time and space to share what is on your mind and in your heart.

  • Phase 2: Organize

    In Phase 2 we take inventory of everything you own. You will gain a clear picture of what you have and how it is designed to be used. This allows you to move forward with clarity.

  • Phase 3: Dream

    In Phase 3 you dream about the life you want to live. You don’t worry about how, you just get to dream in great detail. This phase brings life and meaning to your money.

  • Phase 4: Plan

    In Phase 4 we get practical. We discuss timelines, budgets and logistics of your dream life and how to utilize your money to achieve it. This phase provides you with a map toward achieving your goals.

  • Phase 5: Act

    In Phase 5, empowered with a strong sense of agency in your life, you will be ready to take action. Our work together will come to an end as you feel fully equipped to move forward with confidence.

What you’ll get

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    Empathetic guidance and understanding of the emotional weight of inheritance

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    Meaningful family dialogue, preservation and strengthening of relationships, and creation of equanimity between generations

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    Expert navigation drawing from personal experience offering alternative perspectives to bridge emotional and financial realms

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    Understanding of yourself, your money, and role in your family

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    Sense of confidence, agency, and security

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    Renewed focus on what you wish for your legacy

Frequently Asked Questions

  • We will determine the best cadence and dates/times for your sessions. They’ll be hosted via Zoom and scheduled in advance.

  • We respect your comfort level when sharing as few or as many details about your financial situation as you would like, there is no requirement to disclose actual numbers.

  • Yes. Sadly, this is not an uncommon problem. We can walk through scenarios, like hiring a professional who does not disclose their fees, or getting sold on a real estate deal that sounds too good to be true. I can equip you with questions to ask any time you are hiring someone who will be handling large amounts of your money. I can teach you what to look out for in real estate deals. And you can always book a session to talk about something you are particularly concerned about but not sure how to handle.

  • Yes. If there is someone you are going through this generational wealth transition with, I welcome the two of you doing sessions together.

  • We focus on the emotional and relational aspects of generational wealth. Just as you might work with a CFP for your taxes, and a Strategic Advisor for your portfolio, we will coach you as an individual to transform your relationship with family wealth.

  • Absolutely! The 5 Phase Approach is an intentional way to gain clarity on your personal identity within the context of generational wealth, and identify how you wish to live your most fulfilled life.