About

Let’s face it — we all are a have some quirks about how we handle money. For most of us, this idiosyncrasy is based on our experience and our level of understanding about money. When facing a major transition, our feelings around money can feel debilitating.

Our experience has taught us that people often find that the problem is not the problem and the solution is not necessarily the solution, but rather the solution is how to think about the problem.

We hope this blog will help you change the conversation about money and begin to think about finances as a tool to help you navigate major transitions.

Ready to have a conversation about your money?

We are not the right solution for everyone, but if you are facing a major transition don’t hesitate to learn more our proprietary process, Transforming Wealth or contact us at one of our three offices Glenview, Wheaton or Naples Florida.