I have worked with wealthy people and philanthropy since the mid 70’s and am familiar with both the great benefits and the challenges of having money. I can help you:
- Live up to your full potential in all areas of your life, including health, relationships, family, work and community
- Align the way you live with your most deeply held values
Many people are enthusiastic about doing something with their resources but do not know how to begin. Others feel a sense of isolation, not sure to whom they can talk about feelings, decisions, dilemmas and quandaries. I can help you overcome the barriers you face so that all your resources – human and financial – are well used to benefit you and your community.
Philanthropic Advising
I help you:
- Clarify philanthropic values
- Set giving/ philanthropic goals
- Create, then evaluate, a giving plan
- Conduct clear, healthy relationships with fundraisers
- Hold family meetings and family foundations
- Initiate and/or participate in giving circles
- Learn more about finding local investing opportunities
Life Coaching for People with Wealth
Life coaching enables you to:
- Set and achieve personal goals
- Create systems that help you be more effective with your time
- Find honest and fulfilling ways to be in friendships and working relationships with people in different financial situations and from different class backgrounds
- Create or find supportive networks and colleagues
- Choose other financial professionals
- Sort out feelings and thoughts that impact wills, estate planning giving to children and friends
- Work to make personal lifestyle changes, helping you develop new habits and patterns
Life coaching involves a long-term commitment to yourself in order to achieve goals that are difficult to attain when working on your own. Making a 3- to 6-month commitment enables you to learn from barriers and to transform them as you live the journey of your life.
