"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 vital questions remain unanswered: How much do you actually need for yourself? What about your children and the people you love? Are you doing enough good with what you have?
We, Robert and Brent, wrestled with these questions ourselves. We found that most conversations about wealth and impact come loaded with expectations and biases.
That's why we created the Enough Project: a space where you can deeply 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 support isn't shaped by what we have to sell.
So far we've explored 'enough' with ~30 wealth holders. The pattern is consistent. Getting clear on 'enough' creates a real sense of financial security. And once that's in place, participants find it easier to direct 'surplus' wealth toward problems that really matter to them. They tell us the combination of security and purpose fundamentally changes 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 participants actually sit down and work out what they need for their desired lifestyle, the number tends to surprise them. The result is financial clarity, and with it, a sense 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. Once the 'surplus' is clear, they are able deploy it more bodly and with intention. The world's needs become the guide, rather than uncertainty, obligation, or guilt.
Feeling Enough
There's a relief that comes with no longer needing 'more.' With financial clarity and a sense of purpose in place, participants describe something they didn't expect: a deeper personal well-being.
The Enough Journey
A genuine and deep 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 give keynotes and run 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 excited to talk.