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: 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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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 […]

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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

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

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Recommended Reading

Many Lives, Many Masters
by 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.

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