Valerie Jacobs Consulting - The personal side of wealth and philanthropyValerie Jacobs Consulting - The personal side of wealth and philanthropy

The personal side of wealth and philanthropy
Because money matters, money matters need to be discussed.

Your financial planner can talk to you about diversifying your investments. Your asset manager can help you balance your portfolio. Your attorney can help you create an estate plan.

But what if the conversation you really want to have is about your relationship to wealth and the impact of wealth on your relationships?

Sometimes what you need is not about investments and financial planning. Itís about the personal side of wealth.
Relationships, Wealth and Philanthropy
Getting the Conversation Started

About Valerie