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Services

FAMILIES OF WEALTH

Generational Wealth Facilitator

This is a high value service that works with the Principal and their trusted advisors to review the existing Estate Plan and discuss it’s resilience to various potential situations, revisions desired by the Principal, and all recommendations or concerns of advisors. We will take a fresh look at the overall Estate Plan and ensure it continues to align with the Principal’s intentions. I will work with each beneficiary individually to educate them on their inherited wealth, and empower them to pursue productive and inspiring lives independent of the inherited wealth.

The Generational Wealth service is exclusively designed for:

  • First generation wealth creators that will be or are building a team of advisors and creating their Estate Plan, don’t have time to handle all the details, and want one person to coordinate with the advisors on their behalf
  • First generation wealth creators that are needing more efficiency in their personal lives as their business and professional success grows; they want to discuss and understand the various tools and strategies that could help
  • Generational families of wealth that see value in a confidential review completed by a person outside of the existing organization to determine if there are any areas of potential ambiguity, miscommunication or misunderstanding amongst the advisors on how the Estate Plan will be executed
  • Generational families of wealth that need someone to coordinate communication amongst all the advisors and support staff (estate attorney, family office, investment advisors, CPA, trustees, executive and personal assistants, etc.) to ensure that the Estate Plan’s current iteration is in alignment with the Principal’s intention for wealth distribution
  • Complex and unique Estate Plans that have seen multiple Advisors over the years and legacy knowledge may not have been passed down or communicated correctly; a review of documents and directives to ensure consistency
  • Principals and Trustees who understand the necessity and value of offering guidance and support to the beneficiaries in navigating inherited wealth; and believe in educating beneficiaries on the overall Estate so they have a clear understanding of the why and how of the Plan
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CUSTOMIZED FOR YOU

Private Wealth Mentor

This is a one-on-one offering and customized for your specific financial situation. We work on the practical and technical aspects of money, tap into intuition and decision making, and explore the behaviors and attitudes you have with money. We will bridge the gap between who and where you are with your money today, and who and where you want to be with your money going forward. We will create a simple plan that motivates and inspires you. We will implement financial tools that will help you succeed in that plan. I will be your accountability partner and support you every step of this journey.

Private wealth coaching is for you if:

  • You need help organizing your personal finances and creating better awareness around what you have and why
  • You are interested in having personal financial statements so you can see where your money is going
  • You need help discerning all the financial information out there, figuring out what is relevant and beneficial to your life situation and goals
  • You want help finding and implementing financial tools and professionals that will contribute to your success
  • You are tired of feeling guilt, shame, fear, overwhelm, and anxiety around money and your future
  • You want to move past toxic self-sabotaging money behaviors that are holding you back from your true wealth potential
  • You need accountability so that you follow through on your commitment to changing your relationship with money
  • You are ready to invest in yourself, know the value of working one-on-one with a mentor, and are open to learning a new way of handling your finances
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Wealth is the ability to fully experience life.

–Henry David Thorea

I have been working with Casey Richter as my financial coach for the past five years. She has changed my life and my outlook about money and wealth. When I started I had a home mortgage of 600K, a personal line of credit of 100K, and 20K on a zero percent credit card that I was “proud of”. Every month, I was balancing all of these payments. Through Casey’s guidance and direction I am pleasedto report I am debt free including my house being completely paid off. I am now a multi-millionaire and no longer losing sleep and stressing out about finances. If you are reading this, you need to run, not walk to work with Casey on your relationship with money and personal finances.

- CZ

It is our choices, that show what we truly are, far more than our abilities. 

― J. K Rowling

Ready to elevate your experience of money?

You will be asked to fill out a brief questionnaire. Please take a moment and be thoughtful in your responses. It will allow me better understand your situation and determine how I can help you.  We will review the answers to the questionnaire in our consultation call to determine if working together is the right fit. 

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