Human Wealth Planning

Human Wealth Planning is our tool to deeply understand who you are, evaluate what you have, and create innovative financial systems rooted in your actual needs.

Separated into three parts, Human Wealth Planning is a framework that encompasses well-being discovery, resource exploration, and systems creation. The cyclical nature of the framework allows for constant monitoring of your plan and flexibility to accommodate life’s inevitable changes.



Our approach to well-being is based on the model developed for the UK Government Office of Science. The model recognizes that well-being is both influenced by, and influences, multiple interconnecting components.

Simply put, an individual’s external conditions act together with their personal resources to allow them to function well in their interactions with the world and therefore, experience positive emotions. When people function well and experience positive emotions they are considered as having high well-being.

Developed with scientists having more than a decade of experience working with international bodies to create measures of well-being, our Well-being Questionnaire utilizes your subjective responses about your well-being to generate quantitative metrics.

From your responses we produce your individual well-being profile, providing you with a visual summary of the interconnecting components of your well-being.

Together, we review your profile in the Insight Meeting and help you identify themes in your well-being that will guide the creation of your Human Wealth Plan.

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Each of us depends upon the resources available to bring about change. We understand the important fact that our usable resources fluctuate and are finite. This limited nature inherently makes us want to increase the sustainability of our resources, which is best done by the intentional use of them. In the Explore Resources Meeting we will review each of the three resource categories below:


Material Resources

  • Investments
  • Real Estate
  • Insurance
  • Job
  • Credit
  • Other Assets


Personal Resources

  • Health
  • Resilience
  • Optimism
  • Knowledge
  • Skills


Social Resources

  • Family
  • Friends
  • Professional
  • Community
  • Spiritual



With your Well-being Profile in hand and resources fully examined, we use our expertise to create unique financial systems. The systems are put through comprehensive stress tests to determine their feasibility.

Your financial systems will explore areas such as:

  • Estate Planning
  • Taxation
  • Investment Management
  • Retirement
  • Business Succession
  • Risk Management
  • Education
  • Budgeting
  • Special Family Needs
  • Home Purchasing

Meeting In

the Middle

Human Wealth Planning is uniquely situated to arrive at the crossroads of what is feasible, sustainable and most importantly meaningful to you.

As life evolves, so must your Human Wealth Plan. On an annual basis we will revisit the process to gain further insights and adjust the systems so the rest of the year you can focus on what really matters:

living happy, fulfilling lives.