Sometimes we need clarity regarding a specific issue, situation or matter.   This can be particularly true when we find ourselves faced with business or life situations that (a) trigger emotions that make objective analysis difficult; (b) require an expertise that we do not possess; (c) involve life transitions that put us in new and unfamiliar positions or responsibilities; or (d) leave us feeling torn between two or more options.   At the Soul of Wealth, we use the same process of Awareness, Clarity and Simplification, and Alignment that we use in our strategic planning work to assist our clients in Transactional Consulting.   

Areas of Expertise:


  • Life insurance suitability, analysis, and review, including providing trustees with a fiduciary analysis of trust owned insurance.

  • Assisting families and individuals with financial and related issues surrounding death and divorce.

  • Potential sales of family businesses, including preparing shareholders and the business for a potential transaction.

  • Shareholder or partner disputes and deadlocks.

  • Helping clients analyze unique investment opportunities that involve privately held companies, real estate, or non-registered equity or real estate funds.[1]

  • Charitable funding programs and trusts.

  • Changing careers or starting a new business.

  • Analyzing retirement options, including the potential of living outside of the United States.


What does all this have to do with Soul?

We all have areas where it is difficult to get clarity.  These are usually the areas of our life where we feel most conflicted.  This conflict is often the result of a conflict between our intellect and the desires and needs of our soul.

No man is great enough or wise enough for any of us to surrender our destiny to. The only way in which anyone can lead us is to restore to us the belief in our own guidance.
— Henry Miller

[1] We are not registered investment advisors and do not provide advice regarding ownership or investment in registered, publicly traded securities.