Wealth and Relationships

Relationships are tricky enough without adding the responsibility of great wealth to the mix. One of our coaches likes to say, “You can be right, or you can be in a relationship.” In other words, taking time to understand another’s perspective does not mean you agree. It simply shows them you care enough to hear what they’re saying. And it allows you to make sure you understand their meaning, not just hear their words. In these divisive times, we encourage our family members to put aside their need to be right and put their relationships center stage. Call us if you want to learn more about how to put relationships first and maintain your integrity.

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555 N El Camino Real

Suite 375A

San Clemente, CA 92672


Tel: 949-940-9140​

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