The Core Process is a step-by-step methodology to explore a client's money history since childhood, family of origin messages and modeling around money, and the client's own "money archetype." The purpose is to understand the subconscious yet powerful beliefs and patterns driving a client's current relationship with money. Through the combination of one-to-one coaching sessions and assigned "homework" (exercises for self-reflection and light reading) clients gain awareness, clarity and tools for change. The outcome is a healthier, more intentional and peaceful relationship with wealth. For many it is a life-changing experience.

No. Although I specialize in issues related to individuals with high incomes and high-net worth, anyone who wants to improve their relationship with money and is willing to commit to the process is welcome to get in touch.

No. I am not a financial advisor and I do not provide financial or investment advice.

No. There is no invitation or need to share “numbers” about your and your family’s financial situation. Clients are asked to share their experience of life events, childhood memories and family stories related to money but not financial details.

Yes! Financial advisors are encouraged to cultivate a clear understanding and balanced relationship with their own wealth to optimize their ability to advise a wealthy clientele—particularly around the ‘soft’ issues of managing wealth.

All coaching sessions are done remotely via Zoom and there is flexibility for different time zones.

I work on retainer for the core process (see question 1) and an hourly rate for any additional coaching sessions that are requested by the client.