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Most wealth holders have never worked out how much they actually need — for their desired lifestyle, for their loved ones, for the rest of their lives. The Enough Project helps you define that number. What it reveals is often surprising, and freeing.
"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 want it to matter
But the key questions stay open: How much do I actually need to live my desired lifestyle? What about for my children and the people I love? How much of my wealth can I intentionally use to have a meaningful impact?
We, Robert and Brent, wrestled with these questions ourselves. We found that most conversations about wealth and impact come loaded — with expectations, incentives, someone's agenda.
That's why we created the Enough Project: a space where you can explore "how much is enough?" on your own terms.
We're a non-profit organization and we don't charge for our work. That means our guidance isn't shaped by anything we have to sell.
We've explored 'enough' with more than 30 wealth holders. On average, they discovered around three-quarters of their wealth is surplus — far more than they expected. Getting clear on 'enough' creates a feeling of financial security. Once that's in place, directing surplus toward problems that really matter becomes easier. Participants tell us this combination of security and purpose changes how they relate to their wealth, and brings a deep sense of wellbeing.
| The core elements of 'enough'
Our work with wealth holders brings together three elements:
Having Enough
Accumulation is a hard habit to break — reinforced by advisors, peers and decades of practice. We help you define what you actually need, based on your desired lifestyle and the people you want to provide for. The result is financial clarity and a feeling of security.
Feeling Enough
Letting go of 'more' is a relief. It's also difficult. We support you in working through psychological barriers and family dynamics that keep your surplus sitting on the sidelines.
Doing Enough
Once your surplus is clear, you can put it to work boldly and with intention. We guide you in building a plan that fits your values, and connect you with experts who can help you carry it out.
Where to start exploring 'enough'
The Enough Journey
A deep exploration, at no cost, to define your 'enough number', understand your surplus, and think through what follows. Private, or in a small family or peer group.
Not ready for the Enough Journey? Our free tool quickly gives you a rough sense of your numbers. Just enter some basic figures into your own private copy.
Keynotes & Workshops
We regularly speak and run workshops at wealth holder events. If you'd like to bring the 'enough' conversation to a gathering, we'd be glad to talk through the formats.
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