Money, Family and Leadership Programs
60 or 90 minute programs on various topics related to money, family, and leadership. Rate varies based on location, size of group, and day/time.
PERSONAL GOAL SETTING
Personal goal-setting workshops for groups and one-on-one consulting to help you develop your vision, mission and goals and game plan.
STRATEGIC PLANNING RETREATS
Facilitation of Strategic planning retreats for non-profit and for-profit organizations.
Fun and productive multi-day planning sessions for your employees and/or volunteers.
Expert witness in estate and trust disputes.