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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, with incentives, with 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 support isn't shaped by what we have to sell.
We've already explored 'enough' with more than 30 wealth holders. The findings are consistent. On average, they find that around three-quarters of their wealth is surplus — usually 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 far easier. Participants tell us this combination of security and purpose changes how they relate to their wealth, and brings a real 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, by peers, by 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 with it, a sense of security.
Feeling Enough
Letting go of 'more' is a relief. It's also difficult. We help you work through any psychological barriers and family dynamics that can 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 help you build a plan that fits your values, and connect you with people who can help you carry it out.
How you can explore '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 gives you a rough sense of your numbers, by just entering 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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