Wealth & Values Alignment Intensive
The Wealth & Values Alignment Intensive is a high-touch, facilitated engagement designed to help individuals, couples, or families slow down, clarify what matters, and move forward with confidence.
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This work creates space for honest conversations about wealth, values, and priorities—especially when decisions feel emotionally loaded, avoided, or overwhelming. Rather than rushing to solutions, the focus is on understanding what’s underneath the question and translating that clarity into practical next steps.
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Many clients come to this engagement feeling stuck or uncertain. They leave with a clearer sense of direction, shared understanding, and a path forward that reflects both their values and realities.
DETAILS
Who This Engagement Is For
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Single women navigating wealth independently
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Couples or partners seeking alignment around money decisions
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First-generation or inherited-wealth families
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Individuals or families feeling overwhelmed, conflicted, or uncertain about next steps
SCOPE OF THE ENGAGEMENT
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A pre-engagement discovery questionnaire to establish context
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Three 90-minute facilitated strategy conversation (virtual or in person)
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Exploration of values, priorities, and areas of tension
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Clarification of goals, concerns, and decision trade-offs
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A written summary capturing key themes, insights, and recommended next steps
duration
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Approximately 30–45 days
