Consulting Programs for Individuals

Wealth Protection for Couples Program

This personalized consulting program is uniquely designed to help navigate communication and goal setting for couples that are enmeshed and entangled in conflicts over money. You will benefit from gaining clarity of financial issues and challenges from a neutral professional, explanation in plain English of options, the execution of an action plan to resolve conflicts, and specific recommendations for proactive wealth protection and management.

Wealth Protection for Couples Consulting Includes:

  • Personalized Wealth Assessment Questionnaire
  • Unlimited Personal Email Access to Lili (full 30 days)
  • Personal Consultation Call with Lili Prior to VIP Day (1 hour)
  • Personal VIP Day: Half Day via Skype with Lili (3.5 hours)
  • Follow Up Consultation with Lili After VIP Day (1 hour)
  • Valuable Resources: Money Personality Quiz, Personal Money Organizers, Net Worth Statements, and more

Total Investment: $3,500

Wealth Protection for Families Program

This personalized intensive approach to navigating family dynamics will allow you to establish harmony among differences and resolve conflicts over money. You will benefit from recognizing hierarchy of needs, competing interests, and a vision for your legacy. Together we will build communication pathways, develop a sustainable plan for the transfer of wealth, as well as avoid common traps of loss of wealth. You will benefit from trust building with a neutral professional, insights gained from story-telling, professional facilitation of communication, sharing essential knowledge within the family, and obtain specific recommendations to protect and manage family wealth now and in the future.

Wealth Protection for Families Consulting Includes:

  • Personalized Wealth Assessment Questionnaire
  • Unlimited Personal Email Access to Lili (full 60 days)
  • (2) Personal Consultation Calls Pre-Event with Lili (1 hour each)
  • Personal VIP Day: 1 Full Day On-Site or 2 Half Days via Skype
  • (2) Follow Up Consultation Calls with Lili (1 hour each)
  • Valuable Resources: Money Personality Quiz, Personal Money Organizers, Net Worth Statements, and more

Total Investment: $7,500

VIP Day for Woman of Wealth Program

This personalized consulting program is designed to provide women with the tools, resources and foundation that will allow them to put into action plans to protect and manage their wealth from life’s transitions and the transfer of wealth. Together we focus on obtaining essential financial knowledge if you are launching and growing a business, leading in business, or managing and investing considerable family wealth. You will benefit from learning effective financial strategies, developing options, taking back control of decision-making, effective communication and pre-empting or resolving conflicts over money for long-term harmony.

VIP Day for Woman of Wealth Consulting Includes:

  • Personalized Wealth Assessment Questionnaire
  • Unlimited Personal Email Access to Lili (full 30 days)
  • Personal Consultation Call with Lili Prior to VIP Day (1 hour)
  • Personal VIP Day: Half Day On Site or via Skype (3.5 hours)
  • Follow Up Consultation with Lili After VIP Day (1 hour)
  • Valuable Resources: Money Personality Quiz, Personal Money Organizers, Net Worth Statements, and more

Total Investment: $3,500

Target Market Evaluation Consulting Program for Professionals and Corporations

This tailored consulting program is for financial advisors and legal professionals to improve client relationships and referrals. You will learn how to listen to what’s really going on with your clients, build skills for how to manage client behaviors around money conflicts, develop option building, resolve stalemates, and improve client outcomes. You will benefit by negotiating and executing effective, clear, and accurate financial agreements for your clients, and reducing your professional risk and liability. Together we will work through company challenges to create solutions for change, reinvigoration and expansion.

Target Market Evaluation Consulting Includes:

  • Professional’s Evaluation Questionnaire
  • Unlimited Personal Email Access to Lili (full 30 days)
  • Personal Consultation Call with Lili Prior to Consultation (1 hour)
  • Full Day of Corporate Consulting On-Site with Lili
  • (2) Follow Up Consultations with Lili (1 hour each)

Total Investment: $9,500

(Travel expenses are additional outside of northern east coast area)

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