Welcome to Northbound Coaching

Addressing the behavioral aspects of wealth

1) Empowering families to successfully transfer wealth across generations.


Beneficiaries integrate resources into a healthy and productive life.

Resources remain in control of the beneficiaries.

2) Building values-driven relationships with money

The risks of unexamined wealth:

70% of families lose their wealth as it transfers to the second generation.

90% of famliies lose their wealth by the third generation. 

80% of beneficiaries view trust funds as a burden.

95% of these failures are a result of poor communication, failure to prepare heirs, & lack of mission in the family system. Only 5% is explained by legal and taxation issues. 

I work at all levels of the family system to:

Improve communication.

Increase connection.

Infuse relationships & wealth with meaning.

Intentionally give & healthily receive wealth in all of its forms.