Enough Planning 

Embracing the Concept of 'Enough'

The aim of Enough Planning is to move people with significant financial resources in the direction of discovering the well-being, balance and joy found in both 'having enough' and 'doing enough’.

Modern culture applauds endless accumulation and consumption, tendencies which are often based on a sense of insecurity, obligation to others, or simply unquestioned lifelong habits.

Transforming Financial Wealth into Security & Impact

For Enough Planning advisees, these exclusively financial imperatives have lost some of their allure, and there’s a hunger for more meaning, purpose, equity, and impact with their financial wealth. 

Advisees learn how proactively think about how much they actually need for themselves and their loved ones (on a totally non judgmental basis), and to apply their surplus resources to make an outsized contribution to tackling the world's most pressing problems, which paradoxically creates greater personal well-being here and now.

Enough Planning uses personalized qualitative conversations and quantitative analysis to arrive at the best answer of 'enough' for each individual or family. Once an advisee’s surplus has been established, advisees feel more informed and empowered to deploy their surplus in highly impactful and rewarding ways.

You can start this exploration already by doing your own rough Enough Simulation.