Services for Clients

True wealth is more than having money.

wlg service womenWe facilitate a safe and confidential space for women of wealth to grapple with the complexities of identity and of relationships, both with others and with money.

We give women the chance to explore the opportunities and tensions that wealth can create, and provide a practical framework for how to develop confidence, competence and comfort with their wealth and status. Some aspects of our approach our women clients find significantly helpful include:

  • Normalizing the experience of being a woman of worth and distinction
  • Introducing concept of “money types” and how they relate to life – trying on new options
  • Exploring common challenges shared by other women in similar circumstances and determining the best ways to move with grace and skill in relationship to money, finances and planning
  • Strategies for how to build awareness of patterns and shift to more empowered choices
  • Solutions for their key concerns – gaining immediate and practical support

One of our most supportive programs addressing all of these issues and more is the RichLife Portfolio Process - have a look!

Contact Us to for a confidential intake consultation to gain immediate support

Learn about how to be more Empowered with your Financial Decisions


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 ...