✦ 1
Mindset
Cultivate excitement and buy-in from family members, setting the stage for family meetings that everyone looks forward to.
The Approach
What the engagement looks like.
The Principles
These principles shape every engagement.
✦ 2
Education
Curated content for each family member on the fundamentals of money, the estate process, family history, and Biblical ideas about money*.
✦ 3
Private Coaching
Private meetings that build momentum by providing clarity, accountability, and encouragement.
✦ 4
Family Meetings
The pinnacle of generational wealth. This is where the family forms something greater than the sum of its parts. Teamwork will be fostered. Wins will be celebrated together. Setbacks will be overcome together. An orchestra's harmony is more beautiful than any single instrument's note.
The Process
What happens after you apply.
Application review
Connor reads every application personally and responds within two business days. If there could be a fit, you will be contacted to schedule a discovery call. If there is not a fit, you will be told that directly, and where possible, pointed toward a practitioner who is right for you.
Discovery call
A conversation with you — parent or grandparent — not descendants. We want to understand what you're actually hoping for, the family dynamics that matter, and the specific concerns you have. If your situation is verified to be a good fit, you will receive a concrete proposal with the engagement structure, cadence, duration, and pricing. Otherwise, we will discuss alternatives that better suit your circumstances and help you reach your goals.
Getting Started
The next step is a brief conversation with each family member to set expectations, agree on a schedule, and talk through what the next few months will look like.
Ready to Learn More?
The conversation starts with an application.
Tell us about your family and what you're hoping for. We'll respond personally within two business days.
Start the Process