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Sustainable + meaningful financial systems designed for you

Our science-based Human Wealth™ method brings harmony between your subjective wellbeing and financial assets.

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Material and environmental circumstances i.e. income, work situation and location.
The “intentional activities” you engage in: what you do, how you behave and how you view the events in your life.
Genetics, personality & early childhood environement.

Wealth is about wellbeing®

Your pursuit of money is motivated by your desire to live well and with meaning. However, research shows that only 10%1,2,3,4,5 of wellbeing is attributable to external conditions like income.

Our Human Wealth™ Plans account for the full range of the human experience – by employing diverse financial systems that support you in functioning with health and fulfillment.

Planning for now

Life is ever-changing and often unexpected. Scientists have identified eight life transitions proven to have a significant impact on your mental health and finances.

As certified Human Wealth™ Practitioners, our Wealth Advisors know how these transitions affect your wellbeing – and which financial systems will create the space you need to be present with them.

Becoming a Caregiver
Becoming a caregiver can have a genuine impact on your financial security and sense of autonomy.
Becoming a Parent
Strengthening your social support network can make becoming a parent more manageable.
Becoming Empty Nesters
Becoming empty nesters can affect your community engagement impacting your life satisfaction.
Career Change
A career change impacts our habitual behaviors potentially causing a drop in self-esteem.
Death of a Loved One
Having access to trusted financial advice and expertise can help provide space around the death of a loved one.
Divorce
A divorce can have a genuine impact on your relationships and financial security.
Marriage
Marriage can have an influence on our sense of self and optimism.
Retirement
Retirement requires we learn how to invest time in new meaningful activities.

How we can help

Our firm has over 50 years of experience designing unique financial systems rooted in the needs of our clients. Our approach ensures synergistic effects between all our services.

Human Wealth™ Planning

The development of sophisticated financial systems intended to bring harmony between your assets and subjective wellbeing.

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Intentional Investment Management

A series of diverse investment portfolios intentionally designed to improve your financial security and increase your financial capability.

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Questions are encouraged

How much does it cost to work with WMBC?

Whether you are just starting out or require sophisticated strategies, our services are structured to accommodate your needs.

Personal Human Wealth™

$1,250 – $15,000 per quarter depending on the client’s net worth.

Organizational Human Wealth™

Our team will work with you to assess your needs and create a custom proposal.

Intentional Investment Management

Fees range from .58% – 1.45% depending on the number of assets managed. A retirement, education, and insurance (REI) analysis is included in your annual review.

Personal and Organizational Human Wealth™ clients will get a discount on Intentional Investment Management fees.

What type of financial systems does WMBC design?

Financial systems are customized to meet the unique needs of the individual or organization. Through your Human Wealth™ we will explore a wide range of systems including:

  • Retirement strategies
  • Estate structure and functioning
  • Risk mitigation
  • Business succession
  • Intergenerational wealth transfer
  • Special family needs
  • Revenue generation
  • Employee benefits

How do I get started?

Our process starts with you. Reach out to us by phone or email and a Wealth Advisor will schedule a complimentary meeting to gain a top-level understanding of your needs.

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Client Profile: A couple nearing retirement, approached us with the goal of securing their financial future and ensuring a comfortable retirement. The husband had a deep passion for flying, and their son aspired to become a pilot. However, he believed that his dream of owning a plane and flying with his son was out of reach.

Challenge: Our clients aimed to achieve financial security for their retirement while also fulfilling the husband's dream of owning a plane and sharing the experience of flying with their son. They wanted to align their financial plan with their meaningful activities and create a lasting legacy.

Solution: By delving into the Discover Wellbeing phase, we uncovered the husband's passion for aviation and his son's interest in becoming a pilot. Focusing on the attributes of Financial Security and Meaningful Activities, we developed a customized Human Wealth™ Plan. Through innovative tax planning strategies and creative thinking, we explored the feasibility of the aviation dream.

Results: Through our meticulous financial planning and utilization of the plane as a business asset, our clients were able to achieve the seemingly impossible. They purchased a plane and leased it to a flight school, allowing their son to train while generating income. This not only fulfilled their lifelong dream but also laid the foundation for a family legacy in aviation.

Making Aviation a Family Legacy

Client Profile: A recent widow, found herself in an unfamiliar financial situation after her husband's passing. Throughout their marriage, she had never taken an active role in managing their finances and was now faced with uncertainties about her financial security.

Challenge: She needed to establish financial independence and find emotional support following the loss of her husband. She also desired a way to reconnect with her scattered group of longtime friends.

Solution: Recognizing the significant life transition our client was undergoing, we took her through the Human Wealth™ Method to address her concerns. During the Discover Wellbeing phase, we identified the attributes of Financial Capability and Social Support, to focus on and build supportive systems around. During our in-person sessions, we engaged in conversations about her emotional network and her dreams.

Results: With a comprehensive Human Wealth™ Plan in place, our client gained a new perspective on her financial security and discovered an avenue to reconnect with her friends. By utilizing her resources wisely, we were able to show her how she could afford to fulfill her and her friends' dream of going to Hawaii. This not only provided her with financial peace of mind but also offered a way to strengthen her emotional bonds during a challenging time.

Building Resilience and New Connections After Loss

 

Organizational Human Wealth™ partnered with a flourishing accounting firm, propelled by organic growth yet challenged by the imperative to align its structure, team, and operations with a bold strategic vision. The firm's President, committed to proactively addressing any latent concerns and enhancing team cohesion, sought to bridge the gap between the team's exceptional satisfaction scores and some unarticulated needs. With a focus on scalability, an assessment was conducted, revealing vital insights.

Highlighted by the assessment:


Scalability Demands: The accounting firm's growth trajectory led to bottlenecks in customer onboarding, underscoring the urgency to harmonize structure and team dynamics to accommodate the influx of new customers.

Vision and Career Clarity: The team displayed a strong affinity for the company but yearned for a clearer understanding of the overarching vision, their individual contributions to that vision, and viable career progression opportunities within the organization.

Upon embracing the assessment's findings, the firm embarked on a transformational journey:


Refined Onboarding Process: Swiftly responding to identified bottlenecks, the firm optimized its customer onboarding process, enhancing efficiency and ensuring a seamless transition for new clients.

Defined Career Paths: Job roles and delineated career paths, encompassing both technical and people leadership trajectories, were meticulously crafted, empowering team members with a tangible roadmap for growth within the organization.

Future-Ready Structure: A new, adaptive organizational structure was meticulously designed to support the strategic vision, underpinning the firm's commitment to seamless operations and client satisfaction.

The collaboration with Organizational Human Wealth™ equipped the accounting firm with a strategic blueprint that transcended mere restructuring. By addressing pressing concerns, refining processes, and providing team members with a clear vision for their career progression, the firm positioned itself for sustained growth, propelled by a motivated and empowered workforce.

Scaling Success: Empowering Growth and Team Alignment

Organizational Human Wealth™ partnered with a financial services client undergoing a significant leadership transition, with a new acting President at the helm. Concurrently, the company was launching new products and services. In response to these transformative changes, an intensive evaluation of the business's strategy, key metrics, systems, and organizational structure was essential.

Within a mere 8-week period following the assessment, we achieved the following impactful outcomes:

Reimagined Organizational Structure and Ownership: We redefined the organizational framework and established clear reporting lines, ensuring a streamlined and effective hierarchy. Every employee's role was documented, aligning them with the new strategic direction and granting them ownership of crucial domains.

Enhanced Client and Employee Experiences: By implementing the Net Promoter Score (NPS) and Employee Net Promoter Score (eNPS), we introduced an ongoing mechanism to gauge, track, and compare client and employee satisfaction over time. This data-driven approach empowered the client to make timely improvements to elevate both customer and employee experiences.

Strategic Data Visibility: We developed a comprehensive dashboard that showcased key performance metrics, providing real-time insights into critical aspects such as revenue, growth, client satisfaction, and employee contentment. This tool allowed the client to monitor and address vital areas of concern promptly.

Revitalized Team Collaboration: Our restructuring efforts extended to team meetings, which were revamped to foster increased efficiency and ownership of departments. By mitigating risks and encouraging cross-department collaboration, these meetings became a pivotal hub for informed decision-making and strategic alignment.

Cultivated Aligned Core Values: Collaborating closely with employees, we co-created a set of core values that resonated with their individual aspirations and collective operating principles. These values unified the workforce's approach to internal operations, client interactions, and mutual cooperation.

In this case study, Organizational Human Wealth™ demonstrated its capacity to navigate complex challenges, enabling swift and strategic transformations that optimize structure, enhance experiences, and foster a culture of shared purpose. By tailoring solutions to the unique needs of our client, we laid the foundation for enduring growth, resilience, and success in an ever-evolving industry.

Embracing Change: Turning Transitions into Pathways for Success