Through both private coaching and family mediation, I work to create a truly bespoke experience. Our work together will leave you equipped to steward this legacy and confidently blaze your own path.

One-on-One Private Coaching

5-Week Intensive

What We Offer:

  • Personalized 75 minute coaching sessions over 5 weeks

  • Comprehensive approach covering emotional, practical, and financial aspects

  • A safe-space to talk about something you can’t talk about with anyone else

  • Unlimited support over email

  • Ongoing support and guidance

Benefits:

  • Gain clarity on personal identity within the context of family wealth

  • Develop confidence in managing inherited wealth

  • Navigate complex emotions surrounding inheritance

  • Build a healthier relationship with money and family

  • Discover your purpose in life outside of trading time for money

Couples Financial Alignment

2-3 Week Project

What We Offer:

  • 1 two-hour Zoom call together

  • Homework to complete over 2 weeks

  • Follow-up two-hour Zoom call together

Benefits:

  • Values-based facilitated conversation designed to get you and your partner aligned in your financial life and goals.

  • Discover what motivates your financial decisions and what motivates your partner's decisions.

  • Develop deeper understanding of each other so that you can work together toward your goals.

Family Mediation

Custom Based on Family’s Unique Situation

What We Offer:

  • 90 minute consultation with family member initiating service

  • 2-3 facilitated family meetings

  • Individual and group sessions with family members

  • Safe-space for conversations around the impacts of generational wealth

  • Follow-up support

Benefits:

  • Build positive framework around family and money before conflict has begun

  • Preserve family relationships during wealth transfer

  • Ensure all family members feel heard and valued

  • Minimize long-term emotional and financial costs of poorly managed wealth transfer

  • Develop a more peaceful family harmony

Inheritor Support Group

Ongoing, 3 month commitment ($240/3 months)

What We Offer:

  • Space to talk openly with other inheritors in a small, empathetic group (capped at 8)

  • Zoom calls every Monday 1-2pm PT (3-4 ET)

Benefits:

  • Community with other inheritors who share similar traits and face common challenges.

  • Weekly time and space to share experiences, struggles and victories.

  • Peer feedback on practical approaches and empathetic guidance to your current struggles.

  • Come and go as you have time, no requirements to attend.

Take the next steps on your wealth journey now! Plus, if you know you or your family could benefit from some help but don’t need the commitment of a program, we can also provide hourly and month-to-month options.

Client Testimonials

  • “After the loss of our family lynchpin, Suzy did an outstanding job helping us articulate each of our goals for our family moving forward.  Her kind and calm nature was appreciated while she led us through thoughtful and respectful conversation. We would definitely recommend Suzy to any family that is struggling to find its way through a difficult situation.”

    -Logan and Lindy

  • "I have had several conversations with financial advisors over the years.  None were as impactful as the sessions my wife and I had with Suzy.  Her thoughtful direction and intentional focus allowed us to really put our financial goals and roles into perspective."

    -John

  • “After losing my mother, our nuclear family was left scrambling for a sense of common direction and purpose. Working with Suzy has helped us with the challenge of accepting new roles and a reimagined understanding of each other as adults. With her help, I believe we are on the path towards being worthy stewards of our family legacy and ensuring the enjoyment of shared assets for years to come.”

    -Trinity and Margo

  • “I found the 5-Week Intensive incredibly valuable; I learned so much more about myself and how I viewed my family’s wealth from day 1 of working with Suzy. She was a great listener and led me down intentional, thought-provoking paths. I continued working with Family Wealth Dynamics afterward too, since she keeps me accountable moving forward.”

    -Amanda

  • "I wanted to become more familiar and involved in our current investments and finances. Suzy has been amazing at coaching my husband and I through this process. She gave us a path forward toward my goal. She was patient, asked intuitive questions, offered excellent advice, and gave exceptional references."

    -Mindy

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 as we work together

  • ✺

    Empathetic guidance and understanding of the emotional weight of inheritance

  • ✺

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

  • ✺

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

  • ✺

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

  • ✺

    Sense of confidence, agency, and security

  • ✺

    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.