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Lead a Rich Life
It is not enough to be wealthy. The challenge is to Lead a Rich Life.
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Lead a Rich Life
We are a team of professionals who specialize in the emotional impact of money on individuals and families.
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Lead a Rich Life
The smartest investment you can make is to develop a healthy approach to your wealth - for yourself and for your family.
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- Clients ∨
- Advisors ∨
- Speaking & Presentations ∨
Every financial decision a client makes has an emotional component. If these are not addressed then you may be challenged by documents going unsigned and important decisions being avoided. We work collaboratively with advisors, to help your clients overcome the obstacles that may be standing in the way of their desired outcomes.
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Emily and Jamie are engaging, sought after speakers. Fueled by passion and commitment, their presentations are not only information packed, but interactive, practical, and impactful.
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Tune Into Our Weekly Wealth Psychology Show
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Tune in each week to The Wealth Psychology Show with Emily and Dr. Jamie featured on Sylvia Global Media. We invite you to join us live on Tuesdays from 8-9 am Pacific Time for evocative conversations about the emotional impact of wealth on the lives of individuals, couples, and families. Learn more... |
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Estate Planning for the Blended Family
Estate Planning for the Blended Family helps blended families make effective decisions by taking the complexities out of “yours, mine and ours”.