Workshop
Assessments

Guides members through the Japanese framework of Ikigai — mapping the intersection of what you love, what you're good at, what the world needs, and what you can be rewarded for — to surface a personal purpose statement.

Clarity on which quadrants of purpose are strongest and which are underdeveloped. A draft purpose statement. Awareness of where passion and livelihood diverge or align.

Helps members who have sold a business or stepped away from a defining role examine how deeply their identity was tied to that role — and what comes next.

A map of identity anchors beyond professional titles. Awareness of grief patterns around exits. Concrete ideas for rebuilding purpose and daily structure.

Assesses a member's readiness to have transparent conversations with family about money — covering disclosure levels, emotional preparedness, and structural planning for intergenerational wealth.

Identification of conversation gaps within the family. A readiness score for key wealth discussions. Awareness of avoidance patterns and emotional triggers around money talks.

Evaluates the intentionality and structure behind a member's charitable giving — from ad hoc donations to strategic philanthropy — and whether giving aligns with personal values.

A giving intentionality score. Clarity on whether philanthropy is reactive or strategic. Ideas for structuring giving through vehicles like DAFs, family foundations, or impact investing.

Uncovers the behavioral patterns, cognitive biases, and emotional triggers that shape a member's investment decisions — moving from instinct to intentional decision-making.

Identification of dominant investor biases (recency, anchoring, loss aversion). Awareness of emotional vs. analytical decision triggers. A personal investor behavioral profile.

Examines how members allocate their time and energy across work, family, health, and personal interests — distinguishing between the life they have and the life they want.

A gap analysis between current time allocation and desired allocation. Identification of energy drains vs. energy sources. A redesign blueprint for the next quarter.

Helps members approaching or navigating a major life transition — retirement, second career, relocation — build a concrete vision for the next phase rather than drifting into it.

A vision statement for the next 5–10 years. Identification of fears and excitement around transition. Concrete first steps and accountability commitments.

Evaluates whether a member's financial risk profile actually matches their life goals, liquidity needs, and emotional tolerance — beyond what a standard risk questionnaire captures.

Awareness of concentration risk and liquidity gaps. Alignment (or misalignment) between stated risk tolerance and actual portfolio behavior. A personalized risk architecture map.

Explores the psychological relationship between a member and their wealth — how money shapes self-perception, relationships, and daily decisions in ways that often go unexamined.

A wealth identity profile (steward, builder, protector, etc.). Awareness of money scripts inherited from family. Clarity on how wealth affects relationships and self-worth.

Goes beyond checking if documents are in order — assesses whether a member has had the difficult conversations, made the values-based decisions, and prepared heirs emotionally for wealth transfer.

A readiness score across legal, emotional, and relational dimensions of estate planning. Identification of the conversations you've been avoiding. Clarity on legacy intentions vs. current plan.

An imaginative exercise where members write a letter from their future 100-year-old self, gaining perspective on what truly matters, what regrets to avoid, and what to prioritize now.

Perspective shift on current worries vs. long-term regrets. Identification of what your future self would urge you to change. A personal compass for decision-making rooted in end-of-life clarity.

Takes members on a structured journey through their life in ten-year increments — reflecting on defining moments, relationships, and lessons — then projecting that arc forward intentionally.

A narrative arc of life themes and turning points. Patterns in what brings fulfillment vs. regret. A deliberate vision for the decades ahead based on lived experience.

Examines the tension between providing financial security for children and instilling the values, work ethic, and resilience that wealth can sometimes erode.

Clarity on inheritance philosophy (how much, when, under what conditions). Alignment between stated values and financial structures. A framework for age-appropriate wealth education.

Moves beyond aspirational values to identify the values members actually live by — through a structured sorting, ranking, and stress-testing exercise that reveals alignment gaps.

A ranked list of core values with evidence of how they show up in daily life. Identification of values conflicts and trade-offs. Awareness of gaps between espoused and enacted values.

Audits the depth and quality of a member's personal and professional relationships — revealing over-reliance on transactional connections and under-investment in meaningful ones.

A relationship portfolio map showing depth vs. breadth. Identification of neglected relationships and over-indexed ones. Concrete steps to deepen the connections that matter most.

A granular audit of how members spend their time and energy week to week — distinguishing between obligation, habit, and choice — to identify where reclaimed hours could transform quality of life.

A time audit revealing the gap between perceived and actual allocation. Identification of energy-draining obligations that could be delegated or eliminated. A redesigned ideal week template.

Evaluates the health of a member's key partnerships — business, spousal, or co-investor — across dimensions of trust, alignment, communication, and shared vision.

A partnership health score across trust, vision alignment, and communication quality. Identification of unspoken tensions or role drift. A framework for re-negotiating partnership terms.

Assesses whether members are investing in their health with the same rigor they apply to their finances — covering physical health, mental wellness, preventive care, and longevity habits.

A health investment score comparing financial planning rigor to health planning rigor. Identification of blind spots in preventive care. A personalized longevity action plan.

Stress-tests whether a member's financial, legal, and family systems would function if they were suddenly incapacitated — exposing single points of failure in their life infrastructure.

A continuity readiness score across financial, legal, digital, and relational dimensions. Identification of single points of failure. A priority checklist for closing critical gaps.

Helps members examine the hidden costs of their current commitments — every yes is a no to something else — revealing where time, capital, and energy are being silently consumed.

A map of current commitments and their hidden opportunity costs. Awareness of sunk cost traps. A framework for evaluating new opportunities against what must be released.

Walks members through multiple life and market scenarios — market crash, health crisis, family emergency, windfall — to test the resilience of their current plans and emotional preparedness.

Clarity on which scenarios you're prepared for and which would destabilize you. A stress-tested financial and emotional resilience profile. Contingency plans for the three most likely disruptions.

Assesses a member's approach to raising children who understand money, value work, and develop resilience — without the entitlement or detachment that wealth can inadvertently create.

A parenting-wealth alignment score. Awareness of which financial lessons are being taught implicitly vs. explicitly. Age-appropriate strategies for building financial literacy and character.