Vision, Mission, & Values
The "Why" of Wealth | Wellbeing | Wisdom
Vision:
A world where existential risks become ubiquitous wellbeing…sooner than we expect.
Life as we know it is at risk. We need to shift the course of history.
I believe humanity’s best hope is to help its most influential members live with equanimity that supports wise action. This is the quickest way to create the large-scale positive change needed at this moment in history.
Mission:
I support individuals and families who seek a mindful, healing-centered, life-force-evoking, and purpose-driven life in the context of wealth.
The choices of a relative few have an outsized impact, both locally and globally. Intelligence, cunning, and material success have been the hallmarks of success. We need a new focus on discernment, compassion, equanimity, and wise action.
This begins with personal wellbeing. Wellbeing helps us become more energized, at peace, and connected, regardless of what’s going on around us. As we grow in equanimity, the benefits flow outward to the people closest to us, our communities, and those at the farthest reaches of our influence. It’s a beneficial cycle so powerful that it could shift the course of history.
That’s what we need.
No one can predict what choices will be made from this wisdom-centered consciousness. It’s a state of mind that is highly attuned to context. There are no cookie-cutter answers.
We do know it is not ego-driven and calculating. It’s loving, nuanced, complex, and oriented toward the greatest good.
Guiding 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.