in balance

Human Wealth™ is a four-phase holistic modality intended to design financial systems that bring balance between your subjective experience and financial assets.

Start plan

holistic + comprehensive

Our modality was developed to produce holistic and comprehensive financial systems.

As you move through the four phases, we will consider multiple attributes of your life that relate to making skillful decisions with your resources.

discover wellbeing

Our approach to understanding your subjective wellbeing was developed by an interdisciplinary team of social scientists, economists, financial planners, and data analysts.

Our proprietary methods allow us to take a snapshot of your current subjective experience and translate it into a visual representation. You can then identify the key attributes of your experience you want to support with your resources.

explore resources

To bring about change or growth, you rely on your available resoures; financial, personal, and social. In this phase we explore the objective state of all three types of resources, allowing for the intentional and sustainable use of each.


  • Income

  • Properties

  • Investments

  • Businesses


  • Physical Health

  • Mental Health

  • Competencies


  • Family

  • Friends

  • Coworkers

  • Professionals

design systems

By leveraging the expertise of your professional advisors we can design synergistic systems that employ a wide range of financial strategies including:

  • Resource flow
  • Asset protection
  • Wealth transfer
  • Insurance coverage
  • Taxation planning
  • Business strategy

Are you a financial professional? Join our Design Partner Program

implement plan

Human Wealth™ creates a clear timeline and allows for collaboration between all your financial professionals; allowing for a smooth and cohesive implementation.

start your human wealth™ plan

Our intention is to provide you with more ease, so we made it simple to start.

Start plan