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Individualized Family Sessions
For investors and families seeking personalized guidance, we meet individually to explore your story, clarify your goals, and navigate the emotional and behavioral dynamics shaping your financial decisions. These sessions are tailored, private, and paced around what’s happening in your life.

Custom Workshops for Groups
For families, advisor teams, or organizations, we design and facilitate bespoke workshops that address shared challenges, strengthen communication, and create alignment around values, roles, and decision-making. These sessions bring our behavioral and clinical frameworks to a group setting in a way that’s interactive, structured, and deeply collaborative.