MONEY AND LOVE INSTITUTE OFFERS THE FOLLOWING SERVICES
People turn to you for guidance on life’s most consequential and daunting decisions because of your expertise.
You’re comfortable advising clients on complex choices based on your professional training…but alongside your expertise, you find yourself serving as a de facto therapist - because life’s biggest decisions inevitably involve both money and relationships.
Enter our research-backed process and tools, designed to help you better meet the needs of existing clients and recruit new ones. In turn, your clients are able to more confidently navigate uncertainty and make informed, intentional decisions when the stakes are high. The bottom line? Both you and your clients have more peace of mind - and everyone wins.
Our clients have a range of professional expertise, including wealth management and financial advising, real estate, recruitment and relocation, law, and beyond. The challenges they help people navigate include:
Managing financial assets
Buying, building, or selling real estate
Accepting a new job (and/or relocating for one)
Preparing legal documents (e.g., prenups, estate plans, divorce settlements)
Schedule a free consultation today to discuss your specific needs.
Workshops & Keynotes
Interactive sessions focused on making (and facilitating) more deliberate decisions when money and love are involved. Participants learn a trusted framework for approaching decisions; build community through peer coaching; and gain increased confidence in their own decision-making abilities.
Custom Collaborations
Packages tailored directly to your organization, beginning with diagnostic listening sessions to understand your team’s specific needs, followed by customized training, tools, and resources alongside implementation support and coaching. One of our recent clients, a wealth advisory firm, made a short video highlighting our collaboration.
Courses
Asynchronous course: Want to learn key decision-making frameworks and insights on your own schedule? This 21-day course delivers research-based insights, stories, and reflection activities directly to your phone. A companion journal helps you go deeper and apply these lessons to a question you’re facing in real-time.
Live cohort-based course: Join others for a live, cohort-based course to go deeper into the concepts, tools and frameworks that facilitate more deliberate decision-making.