212.­536.6150 Request Consultation

Private Clients

The Personal Enrichment Solution

Please click on each of the categories listed below to see its description.
  •  Step One: The Vision Crafting

    Define your ideal financial and personal vision in this comprehensive interview conducted by a Personal Enrichment Advocate.
    This session will serve to define your individual and family goals, identify any barriers or obstacles to achievement, and identify the capabilities and resources you have available to make your vision a reality.