Relax, reflect, renew.
Money is an extremely powerful and complex part of our lives. It can make our dreams come true. It can provide us with a feeling of security and success. It can elevate our status in society.
But for some of us, there's just never enough money. Others want to protect what they have. Most of us worry about having enough for tomorrow. Small wonder many of us are concerned, frightened or angry about money and the issues that surround it.
Integrating money into your life in a way that makes sense is central to achieving happiness. The amount of money isn't as important as understanding its role in your life.
We're here to help. We work with you to address all the issues related to money. We want you to be able to take control of it, not have it control you.
While many financial planners focus on only the technical aspects of money - investments, taxes, estates and such - we focus on developing a life plan for you that makes sense fiscally and personally. Financial wealth is meaningless without personal wealth.
In our work with clients over the last two decades, we've found time and again that people can have all the money they could ever imagine and still not be happy or feel fulfilled. The reason is quite simple: New research indicates that, “money alone doesn't buy happiness.” It is very true. When our own personal values conflict with our status, obligations or balance sheet, we can become conflicted inside.
For many of our clients, The Retreat House offers the perfect place to conduct this exploration. During the two days of sessions, there's plenty of time to talk, plan and reflect in our beachside retreat. Our work can also be customized to fit around your busy schedule, spreading out the exercises over the period of a week or two.
