"Identifying my 'enough' and 'surplus' numbers helped me develop a strategic 20-year spend-down plan, allowing me to be more deliberate, confident and effective in my philanthropy." — Nicole
You have wealth, and you want it to matter. But questions linger: How much do you need for yourself? What about your children and loved ones? How do you move from intention to action?
We, Robert and Brent, wrestled with these questions ourselves — and found that most conversations about wealth and giving come loaded with expectations.
That's why we created the Enough Project: a space where you can explore 'enough' on your own terms, in a non-judgmental and non-prescriptive way. We're a non-profit organization and don't charge for our work — so our support isn't shaped by a business model.
Having supported over 30 wealth holders to date, what we have seen is that clarity about 'enough' can provide a deep sense of financial security — and with it, the freedom to meaningfully direct surplus wealth toward the world's pressing problems. Our participants tell us this combination of security and purpose fundamentally changed how they experience their wealth.
Having Enough
Most wealth holders are driven to accumulate or preserve — often long past the point of financial security. Advisors and social norms reinforce it. When you actually explore what you need for the lifestyle you want, the result is almost always surprising. It brings financial clarity and with that a feeling of security.
Doing Enough
Many wealth holders want to contribute to a better world, but feel uncertain about where to start, or whether their giving will matter. When you are clear on your ‘surplus’, you can deploy it with intention — guided by the world's needs, not by obligation or guilt.
Being Enough
There's a quiet relief in stepping off the treadmill of 'more.' By finding both financial clarity and a sense of purpose, participants describe something they didn't expect: deep personal well-being.
Your Enough Journey
A structured, confidential exploration — at no cost — that helps you define your 'enough number', understand your surplus, and think through what comes next. Journeys can be one-on-one or in small family/peer groups.
Not ready for the Enough Journey yet? Our free simulation tool gives you a rough sense of your 'enough' and 'surplus' numbers in minutes. Enter some basic financial information, into your own private copy, and see where you stand.
We regularly present keynote and workshops at wealth holder events, to inspire 'enough' exploration. If you'd like to bring the 'enough' conversation to an event or gathering, we are happy to explore the possibilities.