workshops
Rich Life Portfolio™
A unique process designed to help you transform the way you see money and wealth and to think strategically about creating your future.
Unlock Your True Wealth Potential with RichLife Portfolio™
Transform how you relate to money and wealth through our unique, values-driven process. Perfect for inheritors, couples navigating financial disparities, and advisors seeking to empower their clients.
What You’ll Gain
- Reframe your financial past
- Craft a compelling vision for your future
- Align wealth with your values and purpose
- Take immediate, purposeful action
Who Benefits?
- Individuals experiencing sudden wealth
- Inheritors seeking purpose beyond their inheritance
- Couples navigating financial conversations
- Parents raising children amidst affluence
- Advisors enhancing client relationships
Our Approach
- Past: Uncover money stories shaping your decisions
- Future: Design your ideal legacy
- Present: Bridge past insights with future aspirations
- Plan: Develop actionable strategies
- Follow-up: Ongoing support and quarterly check-ins
For Advisors
- Gain certification in an established modality
- Access RichLife Portfolio™ IP for your practice
- Receive supervision for your first two clients
- Get marketing and promotion support
Transform your wealth journey.