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

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

  • “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 & 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 A.