We guide families and family offices to create, plan and map an overall family money strategy with specific, measurable outcomes. Each plan is customized to leverage and address the unique strengths of each family.


Nathan’s presentations provide insights on trends, as well as, practical and actionable ideas. He provides creative and convincing examples on how to leverage his highly successful Share Save Spend approach to money. His presentations offer simple and immediate ways for youth and adults to develop healthy money habits and enhance their financial wellbeing.

Products & Tools

Our products are designed to help individuals and families get money conversations started. Once they break the ice our tools help them continue on the path of shifting from a spend-centric mode of behavior to one that balances spending with saving and sharing.