Relational Wealth Process™


Through active listening, insightful assessments and candid conversations, we arrive at a baseline evaluation of your family’s current strengths and challenges and begin the process of establishing understanding and trust.


Through a process of goal-setting and problem solving, you’ll use the data feedback you’ve received from assessments to understand yourself and one another better in order to achieve goals around communication and unity.


The monthly progression through personalized goals and meaningful interactions create an environment of trust and confidence. While trust requires a long time to develop, this process establishes a new foundation on which to build.

In one client’s words: “It was a risk to ask for help and to hope that we would receive it. But after our time with you, Eric and Jennifer, I am so thankful for your gifts. The tools you provided are rich, and I look forward to you continuing to teach us how to use them.”

Goal-Driven Engagements

The Relational Wealth Process™ is customized to achieve the goals of the families we serve. Because we have tools that allow us to measure our clients’ progress, both as individuals and as a family, our clients define their goals and track their weekly and monthly progress, both as individuals and as a family.

As we chart their progress, clients experience a supportive, growth-oriented environment for the solutions we co-create with them. Measuring success is a unique part of what we do, and is vital to producing a family environment of healthy communication, trust and unity.

Measuring success is a unique part of what we do.

Everything done in time can be measured. –Jim Dudleston

Best in Class Assessments

Our hand-selected assessments and relational measurement tools provide personalized feedback, insight and direction. These tools integrate into our unique process, giving the family a new lens through which to see their family relationships. Each family member has a foundation on which to grow.

Components of the Process

Assessments Research

Our core assessments are tools validated by decades of research, many of them having been in our toolbox for 10-20 years. In addition, we continually create and develop new tools, allowing our process to stay fresh and relevant.


Our process begins with a short interview with potential clients. This interview is based on a simple two page questionnaire that all potential clients complete before the interview.

Weekly Check-ins

We make it a priority to stay connected between our monthly meetings. Starting with short weekly check-ins, mainly by phone, over time texts, emails and other technology-based communications are integrated into the communication mix.


Consistency in meeting time, measurements, and structured, positive accountability, anchors our ability to manage a process that yields success.

In one client’s words: “The care you gave through your time with us was incredible! We felt genuinely cared for and I can’t remember the last time that happened. The insights you shared after being with us 2 days were spot on.”

What You Can Expect


At times confidential information needs to be shared, and we respect and protect our clients’ confidentiality.

Laser Focus

Our process is highly-focused to build family cohesion and unity through increasing the relational equity of each individual within the family.

Best in Class Tools

Within our process we select the very best research-validated tools, based on the specific needs of the families we serve.

Safety & Transparency

Building a high trust culture within the families we serve is critical.  Through this people start testing the waters of transparency.

Multi-Generational Family Engagement

Our clients intentionally engage as many as three or four generations in our process. This is a transformational experience and leads to generations of impact.

Goal-Driven Outcomes

Defining a goal is a beginning. However, our tools go beyond goal-setting to measuring progress towards a series of goals. This is a unique capability of the Relational Wealth Process.

In one client’s words: “The hope you brought to me–that our marriage and work and mission can be healed and improved–is so freeing. We have work to do, but there is hope to be healthy with God’s help and your insights and tools.”

Let’s Have a Conversation

If you are a family member of or work with high net worth and/or ultra high net worth families, please reach out to us to initiate a conversation about how we can partner with you.

Our commitment is to get in touch with you as soon as we can. We look forward to connecting with you.

Please click the button here and send us your questions and/or comments.