Wealth Holders who are looking to get curious and explore the possibilities of liberating capital to be returned to community.

This includes:

• Individuals who have earned or inherited wealth that they consider more than “enough”

• Individuals who identify with class privilege

Financial Services Practitioners who are ready to be creative in supporting wealth holders redistribute power and be accountable to repair.

This includes:

• Financial Advisors

• Trust and Wills Estate Planning Attorneys

• CPAs and EAs

• Solidarity Economy Investment Managers

• Somatic Embodiment & Enoughness Money Coaches

For wealth holders:

• Entry level workshops

• Conversation spaces

• Story archive from others who have navigated and challenged wealth management structures

For financial, legal, tax, real estate and philanthropic practitioners:

• Communities of practice

• Peer learning & 1-1 Mentorship

• Educational workshops and trainings

Talking Money, Shifting Power at Middlebury College

Navigating the Wealth Management Industry with Integrity at Forward Global

Trust and Transformation: Talking Inheritance at Invest For Better and Vermont Community Foundation

The BUSTED Chronicles: personal blog about navigating & challenging wealth management structures