Acknowledged, or not, families are an interwoven network where one decision can have a broad impact throughout the family tree. Therein, family dynamics are often the most challenging part of designing and executing a comprehensive plan. This is especially true when there are issues that everyone may be aware of but they are hesitant to acknowledge: the elephant in the room.

 As a mentor to families, I do much more than just draft a plan. I am confident and willing to face the elephant head-on to help you execute your plan. Family needs are complex, but your plan doesn’t have to be.  I streamline it so it is simple to understand and easy to implement. This is my passion – confidently leading families to create an integrated strategy that can benefit all family members, spanning generations.