Values - Vision - Impact

 

 

 

 

 

 

 

Just because you have money, doesn’t mean you’re thriving.
If you want to feel more purpose, engagement, and fulfillment in your life, we welcome you.
You have finally found a place where the emotional impact of wealth is understood and openly discussed.

 

 

Values - Vision - Impact

 

 

 

 

 

We don’t care how much is in your bank account. What we care about is:
  • Do you feel a deficit where it matters most to you - be it relationships, work, giving back?
  • Are you living according to your values, passionate about your vision for the future?
  • Do you want to make a lasting, positive impact on the world, but you don’t know how or where to start?
We help you discover your True Net Worth and to fully leverage all of your resources towards creating a positive impact in the lives of those you love and in service of your goals--Thrive & Help Thrive.
Just because you have money, doesn’t mean you’re thriving.
If you want to feel more purpose, engagement, and fulfillment in your life, we welcome you.
You have finally found a place where the emotional impact of wealth is understood and openly discussed.

We don’t care how much is in your bank account. What we care about is:
  • Do you feel a deficit where it matters most to you - be it relationships, work, giving back?
  • Are you are living from your values, passionate about your vision for the future?
  • Do you want to make a lasting, positive impact in the world, but you don’t know how or where to start?
We help you discover your True Net Worth and to fully leverage all of your resources towards creating a positive impact in the lives of those you love and in service of your goals--Thrive & Help Thrive.

Services

Initiatives

Thrive & Help Thrive

Thrive & Help Thrive

Workshops

Team

Jamie Traeger-Muney, PhD

Jamie Traeger-Muney, PhD

Founding Partner

Emily Bouchard, MSSW

Emily Bouchard, MSSW

Managing Partner

Jim Rappaport, JD

Jim Rappaport, JD

Consultant

Phil Hallstein

Phil Hallstein

Consultant

Latest News

Money Types will Assist or Derail Financial Conversations"Valerie" (not her real name to protect her privacy), newly engaged to Bob who has two children from his prior marriage, is meeting with Bob and his long time male estate-planning attorney. The...
Jamie writes: "To truly calculate your net worth, you must consider all of your assets. Now, let me be clear, as a coach and a consultant to some of the world's wealthiest people, I am not simply talking about real estate, jewelry, or other types of ...

Recent Blogs

This week, I'm turning 50 and I thought the best gift I would receive was finishing the first draft of my book, Thrive & Help Thrive. The concept of the book is the more we leverage our True Net Worth (our talents, trusts, treasures & time) t...
​The number one concern we hear from our clients is the worry that their wealth will negatively impact their children and grandchildren, causing them to be spoiled, entitled, and to lack motivation.Questions like these are keeping thoughtful parents ...