Stay close with those you love and use your wealth as a tool for empowerment, human connection, and productivity
The presence of wealth can disrupt our most treasured relationships and separate us from our purpose. The Money Conversation can help you avoid this or turn it around.
Click on any of the below services to learn more
Financial Identity Series
The Money Conversation Financial Identity Series is a short term exploration of the values, beliefs and circumstances that have informed your money thinking and behavior. It employs a variety of assessments and techniques aimed at getting a better understanding of your relationship with money.
At the end of the process, you will have a snapshot of your financial identity as well as some ideas about ways that you can use this information.
Financial Wellness and Wealth Dynamics Coaching
This is an opportunity to build awareness around and methodically address a variety of issues, including internal or family conflicts related to wealth, financial parenting strategies, values clarification, family meeting planning and more. The process is client driven, which means that its focus and duration are not pre-determined.
~ Olivia Mellan
Preparation of Heirs
It takes time to understand and plan for an inheritance. Parental guidance and mentorship are key to healthy wealth transfer. Through our process, future heirs build financial and relational skills that support them to build a sense of stewardship and purpose for their financial resources.
~ Olivia Mellan
Financial engagement coaching is a customized, curated process that combines financial skills training with motivational coaching. Skills alone are not enough. Clients must discover their own intrinsic motivation to gain the financial skills they need and to use them. When they know their “why”, they can be financially functional. In a family of wealth, this is an important element of being part of the family.
During life transitions, people can be unexpectedly thrust into positions of financial leadership. Often they are totally unprepared for this. Whether it is caused by death, divorce, generational succession, or αnother significant event, we help our clients find their bearings, connect with their advisors and take control of their financial lives.
Research shows that successful families meet regularly to discuss the business of being a family. The Money Conversation offers structured facilitated meetings to help families clarify their purpose and values, educate their rising generation, establish and maintain family governance and create an innovative culture in which the family will thrive.
Schedule an Introductory Meeting
The Money Conversation is happy to meet in person or on the phone. To schedule, or learn more, please get in touch using the form below.