Crafting Lives Together: Purpose, Prosperity & Peace

We will help you make wise financial decisions, especially when life gets confusing. Life is full of transitions. Some changes are expected, but many are not. We’re here to assist you in navigating through life’s transitions and creating the best life possible with the resources you have. Whether it’s objective advice, educational programs or financial guidance, we’re here to work with you and your family to create a better life.


Help Your Kids Think &
Act Wisely About Money

In this workshop, you will help your child to:

  • Articulate a sense of purpose
  • Communicate about money
  • Explore what success means for them
  • Learn vital time management skills
  • Set goals for prosperity and contentment
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your money

Keep the Celebration Going
After the Wedding

Forty-two percent of couples that regularly talk about money described their relationship as “extremely happy.”

  • Understand one another’s connection to money
  • Prevent future conflict through communication
  • Build a foundation for your unique story

We’ll help you and your spouse develop a roadmap for success, and have some fun along the way.

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Reduce Your Anxiety: A Better Way to Manage Finances and Life

Stress increases with a shift in our culture, there are challenges to generate wealth for retirement, but there are proven ways to get off the hamster wheel and create balance. Does your chest tighten with anxiety at the thought of adding one more item to your “to-do” list? Would you like to minimize that anxiety? […]

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Reduce Your Anxiety: Teach Your Child How to Manage Money

Our growing anxiety may stem from our beliefs around money and the uncertainty of what the future will bring for our children. As a parent, you are the primary influence on your child’s financial behaviors. That fact can provide you with a sense of power, but may also leave you with unrecognized, chronic anxiety. Resolve […]

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6 Steps That Can Help Your Troubled Teen Achieve Full Recovery

In the fable of the Eagle and the Chicken, an eagle is raised as a chicken. It acts like a chicken. The eagle believes it’s a chicken and is limited to the abilities of a chicken as long as he’s restricted to the barnyard and chicken coop. A naturalist arrives and attempts to get the […]

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CFP Certifications

Best of Mainline Media News 2016, 2017 & 2018 Main Line Parent & Philadelphia Family Shields

Thank You

Thank you to those clients, colleagues and friends for voting us #1 in the 2018 Readers’ Choice “Best of the Main Line” Awards. Winning this award for the third year in a row means a lot to us! We are encouraged and enthusiastic to continue providing the highest level of service possible.

What our clients say

Mark Blair did a GREAT job of building a curriculum for all of us at the Ontological Design CommunityConference, and facilitated it beautifully. Thank you for the wonderful contribution you made to our community!

Ron Kaufman – Author
Ron Kaufman is a New York Times Bestselling Author and globally recognized as a keynote speaker, columnist, management consultant, author and founder of the customer service training company, UP! Your Service. Ron was also a workshop participant of Our Golden Years as Conversations of Design, October 25, 2014, Menlo Park, CA.

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Recommended Reading

Capitalism and Freedom
by Milton Friedman

How can we benefit from the promise of government while avoiding the threat it poses to individual freedom? In this classic book, Milton Friedman provides the definitive statement of his immensely influential economic philosophy—one in which competitive capitalism serves as both a device for achieving economic freedom and a necessary condition for political freedom. The result is an accessible text that has sold well over half a million copies in English, has been translated into eighteen languages, and shows every sign of becoming more and more influential as time goes on.

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