Financial Planning & Coaching

living a life of purpose

We believe that financial plans have much more meaning if they are developed with YOU in mind.


This means that when devising your financial plan, we specifically look at what is going on in your life at this very moment. Financial decisions are never made in a vacuum – they are often made when significant events occur, sometimes unexpectedly. We recognize that implementing a financial plan is especially difficult when times are challenging and we want to make the process as easy as possible for you.

Our financial planning programs incorporate not only the technical fundamentals of our Wealth Management Matrix®, but also workshops, accompanied by inclusive coaching sessions on any financial and non-financial issue you feel is important to support you in implementing your financial plan successfully.

We follow the Hudson Institute of Santa Barbara methodology. This recognized coaching method centers on understanding the immense amount of ongoing change in all levels of our lives. By learning how to live and work creatively in a world of flow, which has more options but less predictability, you put yourself in a position to help successfully manage your finances “from the inside out.”

When you have financial confidence, you can live a life of purpose, passion, vision and staying power.