Wealth building often feels overwhelming. Especially for people building the first generation of wealth, who have not ever seen how it is done up close. When we are the first in our families to make the kind of money we do, we can really struggle with setting goals that feel right for us. We struggle to know exactly what to do, when, in what order, and how.

Even when we do know exactly what we ought to be doing, so many of us find ourselves playing small. Or struggling to follow through. Or both. This is because of our beliefs. Most of our beliefs were learned from someone while growing up. We take this rare opportunity to pause and reflect on what we learned and how those learnings turned into our beliefs.

Our beliefs drive our actions. Your inherited money beliefs have a direct impact on your money behaviors. We connect those dots here, taking a look at the history of your money moves and what influenced them, creating an opening for you to create new dots to bridge new behaviors.

We often hear in certain cultures that ‘family and money are never a good mix.’ But that is not an option for many people building the first generation of wealth. Most of us support family and friends financially in some way. It’s not something we consider ‘bad’ and more often feel proud to be able to help, even when the experience can feel stretching. We’ll explore the specifics of your relationships and money, and its impact on you. We also explore being the primary breadwinner and the myriad of ways money impacts our intimate partnerships.

Some of the baggage we experience is the persistent worry that what we are doing and what we have isn’t enough. That’s because we never got to see, hear, or feel what enough was. We’ll spend time examining your current experience of stability and sufficiency, as a method for reducing your worries and increasing confidence in your ability to generate more — even in the face of challenging circumstances or crisis.

We can’t go where we want without knowing exactly where that is. We’ll spend time sketching the specifics about your biggest ambitions and what needs to feel possible in order to reach your fullest financial potential and impact.

We spend so much time on our to-do lists, focused on all the activities we need to complete. When it comes to building our wealth, we spend sometimes years indulging in confusion and uncertainty, unsure about the actions we’re taking (and not taking).

We now know our thoughts and beliefs about money and power are so fundamental to our existence, but we rarely (if ever) examine the pervasive influence they have. We grow up unconsciously internalizing our experiences into well-worn loops of repeated thought and behavior patterns. Unchecked, these patterns can paralyze or even sabotage our aspirations and peace of mind. We facilitate deeply investigating existing loops, and then utilize the mind’s inherent flexibility to reimagine and experiment with new loops that more intentionally support your goals.