The Institute for Women and Wealth Planning transcends traditional estate planning methods and empowers women to resolve many of the psychological barriers that inhibit the success of family legacy and philanthropic giving issues.

Workshops provide a forum for financially successful women to achieve a better understanding of the financial, emotional, spiritual, and psychological influences that guide their lives. Through workshops, retreats and private briefings, clients can come to understand and create both private and public legacies attuned to their unique hopes, dreams and aspirations.