Vision, Mission, & Values
The "Why" of Wealth | Wellbeing | Wisdom
Vision:
A world where wealth enhances wellbeing, human connection thrives, and wisdom resolves our greatest challenges sooner than we think possible.
Mission:
To transform the paradox of wealth into genuine equanimity, self-love, and wise action through an approach called Joyful Stewardship.
Values:
Trust
I trust in the the innate wisdom of my clients. Together, we create trust through committed, candid, and compassionate conversation. We take transformative risks made possible because authentic trust is present and active.
Curiosity
I help clients practice curiosity as an inspiration, pathway, and act of self-care. Together, we actively cultivate curiosity as a superpower. We follow curiosity as the surest route to the highest possible good.
Love
Love is a level of awareness that is always present within us. As an advisor, I offer unconditional loving presence as a foundational experience to my clients. Together, we take clear, confident, and creative action from a state of loving awareness.
Action
My clients become vibrantly alive when their innate wisdom is channeled into action. Together, we create forward movement through large and small risks aimed at lasting change. We discern when it’s best to do nothing, and when it’s best to be bold.
Explore my services
If you seek greater wellbeing amidst wealth, let’s connect. Together we can transform the potential of wealth into a lasting legacy of wellbeing for yourself, your loved ones, your clients, and beyond.
