Institutional

Corporations & Business Owners

Advisory for the enterprise ecosystem and its leadership team.

$15B+

SEC-Registered

Forbes Financial Council

Barron’s Recognized

40+ Years Combined

How We Help

  • 1

    Deploy Organizational Human Wealth™ metrics — including the Cost of Thriving Index (COTI) — to measure employee "Rust-Out" and identify when your workforce is technically present but systemically disengaged.

  • 2

    Design executive compensation packages that attract and retain top talent by addressing all four capitals (not just financial), reducing the hidden attrition costs of Golden Stagnation.

  • 3

    Improve retention through data-driven interventions that target specific elements of the Human Wealth™ framework — Autonomy, Engagement, Community Connection — rather than generic wellness programs.

Connected to the Human Wealth™ Ontology

This advisory focus area connects directly to the following components of the Human Wealth™ framework.

Element

Autonomy

The freedom to make important life and financial decisions on your own terms. It measures your ability to spend your time the way you want and avoid feeling trapped or forced into situations you wouldn't choose.

Element

Community Connection

Your active participation and sense of belonging within a group. It measures whether your roles in the community allow you to apply your skills, contribute to causes you care about, and express who you truly are.

Element

Engagement

The level of deep focus and absorption you experience in your daily activities. It measures whether your routines provide the right amount of challenge to keep you stimulated, rather than leaving you bored or overwhelmed.

Metric

Personal Cost of Thriving Index

P-COTI

How much of your working life is consumed by the cost of maintaining your lifestyle — expressed in weeks of labor.

Cognitive & Logistical Friction

Bandwidth Tax

Question 1 of 4

0%

Decision Fatigue

I feel overwhelmed by the number of decisions I have to make each day.

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