Consulting Services
We offer multi-generational financial wellness consulting services to both financial advisors and qualified families looking to have productive money conversations with the emerging adult children in their lives or their client's lives.
Financial Advisor Family Liaison
We offer consulting services to a select group of financial advisors to support multi-generational wealth conversations with clients.
This includes but is not limited to:
Working with senior generations on communications surrounding financial intentions and expectations
Preparing emerging generations for future financial roles and responsibilities
Blended family conversations
Creating a safe environment for multiple generations to gain clarity and realistic expectations for their financial future
Family Consulting Services
We work with qualified families to elevate their money conversations across generations. Our goal is for you to become more comfortable discussing wealth by increasing confidence and competence in everyone’s financial knowledge.
This includes but is not limited to:
How to teach your (sometimes adult) kids about money in ways that will resonate and be effective
Strategies to manage different financial value systems and priorities between generations
Effective ways to communicate your estate plans to future generations
Managing different financial interests and abilities among family members
Our hour-long sessions are flexible and we love tailoring content to your individual circumstances. Several different session packages are available for purchase based on the depth of information or timeline required.
Book a consultation today and let's get started!
Testimonial
“Bobbi was instrumental in guiding my successful efforts to teach my daughter to negotiate the compensation for her first paid internship. We discussed the best approach to make sure my daughter was ready should she receive an offer, and how to guide her when she went back with her negotiating points. Bobbi made sure I was able to do this while giving my daughter the confidence that while I was in her corner, she was the one in charge. Bobbi’s methods helped me to set my daughter up as a powerful self-advocate and gain the confidence to grow into a financial grownup as she moves up in her career.”