|  Enough Journey

|  Embracing the Concept of '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.  

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

 
|  Your Enough Journey

Your Enough Journey will combine personalized qualitative conversations and professional quantitative analysis to help you think about and arrive at the best answer of 'enough' for you and your loved ones, resulting in financial clarity and a sense of security and abundance. 

The process also clarifies your ‘surplus’ wealth, wealth which is not required for any of your own needs. This helps you feel more informed and empowered to deploy this surplus in highly impactful and rewarding ways, providing a deep sense of purpose and meaning.

|  The Arc of Your Journey

• Understand your wealth and any psychological barriers

• Clarify what ‘enough’ means for you and your loved ones

• Receive a bespoke professional financial analysis of your ‘enough’ and ‘surplus’ numbers

• Uncover internal blocks and fears that may prevent action

• Receive support to move toward meaningful commitments and next steps

|   The Format

• Two options for your Enough Journey

  • • Personalized one-on-one guidance

    • Exploration in a small high trust group (with family or peers) 

• 3-5 sessions over a 2-4 month period (usually via Zoom for convenience)

• Each session is ~1.5 hours, facilitated by Brent Kessel and/or Iris Brilliant.

• A certified financial planner will join to support your financial planning in between sessions