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Services are confidential and available on a half-day, full-day, or retainer basis.

Executive Coaching / Development
Identify and address blind spots
Create development plans and strategies
Assist with conflict resolution
Develop leadership skills

Custom Assessments
360 degree evaluations
Personality assessments to assist in selection / development
Survey instruments

Succession Planning & Mentoring
Create & refine succession plans
Develop & launch mentoring programs
Identify and develop high potential employees

Seminars / Training
Communication & Presentation Skills
Mentoring Skills
Ethics In Leadership

Inheritance
Deal with guilt, anger, and sibling rivalry due to an inheritance. People may suddenly have influence in important matters pertaining to the family estate or misuse their position to exert control or seek retribution.

Aging Parents
Provide guidance for significant family challenges such as assisted living, disposition of real property, succession planning for a family business, and dealing with parents' diminishing abilities.

Trust-Fund Terror
Counsel clients in rearing their children in a healthy manner despite the absence of realistic financial limits. Assist trust-fund recipients with managing the challenges of daily living that are unique to them.

Behavioral Investing
Provide evaluation and guidance for individuals and financial advisors alike when substantial inheritance or wealth generates psychological investing styles that impact financial planning.