- Family in Financial Focus
Family in Financial Focus
This package is most helpful for families with multiple stakeholders like adult children, small family businesses, multi-generational wealth planning, elder care and more.
- Get in Sync
Get in Sync
Ideal for any couple, rookie or veteran, who wants to head toward the same goals and with a full understanding of each other’s money personality types and how to work together.
- Financial Footing
This is most effective with those who know they might have a deeper emotional relationship with money that is creating a block in their financial lives.
- Budget Behaviour
Ideal if you are wondering where your money goes every month and you need a bit of financial personal training to get into a routine that works.