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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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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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 […]
How to Reduce the Odds of Your Child or Teen ‘Falling Down the Rabbit Hole’
Setting boundaries can be essential. Your instinct is to do everything possible to keep your child or teen out of harm’s way. Unfortunately, parents may lack awareness or be in denial regarding the important role that the family system plays in a teen’s risk of engaging in potentially dangerous behaviors, or in the resulting need […]
5 Steps to Pay for a Wedding Without Going into Debt
The average wedding costs $35,329 according to The Knot 2016 Real Weddings Study.1 This figure is up 8% from the national average in 2015 and does not include the honeymoon. On average, 42% of wedding costs are now covered by couples rather than their parents.2 As you consider marriage and long-term happiness, I encourage 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
Strategic Architect, Guide and Advisor … this is the language that I would use to describe the relationship that my wife and I have had with Mark over the past 12 years. He has challenged us to deeply analyze our ambition for our lives including our marriage, our family, our friends and our careers. Once we were grounded in that narrative, he has helped us navigate the journey through anticipating breakdowns and continual reflection during key inflection points in our lives (e.g., our child’s education, caring for our parents, preparing for aging physically, mentally and financially, etc.). He has helped us build a foundation of communication, listening and understanding that prepares you for the unknowns that life often throws at you. We are now living the life that we have designed as opposed to just letting life happen to us. I can honestly say that Mark has changed the course of our lives and we are deeply grateful.
Luis Martinez 860.205.9081Read more »
Many Lives, Many Mastersby Brian Wiess, MD
As a traditional psychotherapist, Dr. Brian Weiss was astonished and skeptical when one of his patients began recalling past-life traumas that seemed to hold the key to her recurring nightmares and anxiety attacks. His skepticism was eroded, however, when she began to channel messages from “the space between lives,” which contained remarkable revelations about Dr. Weiss’s family and his dead son. Using past-life therapy, he was able to cure the patient and embark on a new, more meaningful phase of his own career.