Dealing with:
- Uncertain Sense of Purpose
- Lack of Motivation
- External Pressures
- Unrealistic Expectations from Others
Addressing:
- Over-spending
- Difficulty Budgeting
- Excessive Gifting or Lending
- Addictions (please see our wealth and addiction program)
Resolving:
- Disconnect between level of wealth and overall levels of satisfaction and happiness
- Distrust of others
- Isolation
Defense and Education on:
- Special Needs Abuse
- Elder Abuse
- Unscupulous Investment Offers
- Illegitimate Fundraising
Preparing For:
- Prenuptial Issues and Agreements
- Blended Family Agreements
- Wealth-related Risks
Creating:
- Spending Policies
- Filing Systems
- Communication Strategies
- Financial Decision-making Processes
