Wealth can lead to myriad challenges, large and small: 

• Knowing what to say when my friends comment on my family’s wealth
• Raising and discussing a thorny money issue 
• Choosing an appropriate car for me to buy/drive for myself/others 
• Asking the right questions of my advisors

Financial IQ is the focus of most financial literature and education.  Yet, addressing these challenges successfully, so a person lives well with his or her wealth, requires more than Financial IQ.  As EQ (Emotional Intelligence) determines accomplishment in multiple settings, so Financial EQ determines successful application of important money skills.

We educate our clients to develop both Financial IQ and Financial EQ, with a primary goal being to ensure their understanding of their individual financial situations.