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organizational human wealth™

Cultivating profitable + sustainable business structures, optimizing processes, and driving success for your business and your teams

our method

Organizational Human Wealth™ is all about making your business and your people thrive together by aligning individual goals with your company’s objectives. Our 4-phase method uncovers deep insights into the passions and concerns of both business leaders and employees and accounts for any organizational shifts.

Our Advisors blend subjective metrics with hard resource data to help you design, implement, and maintain profitable structures and processes that propel your business and employees forward in unison. Organizational Human Wealth™ gives business owners a clear roadmap to success while ensuring everyone feels engaged, productive, and fulfilled along the way.

We leverage 13 key attributes of organizational health to help us understand individual passions, concerns, and attitudes toward change. This deeper understanding allows for tailored structures and processes that align employee aspirations with organizational goals, fostering a greater sense of purpose and engagement and minimizing disruptions caused by organizational shifts.

Discover Wellbeing lays the foundation for a more resilient business that can navigate challenges, seize opportunities effectively, and ultimately contribute to long-term success.

In today’s economy, organizational resilience hinges on optimizing resources to differentiate your business, gain a competitive advantage, and deliver greater value to your customers. These resources can include everything from physical facilities, technology, and finances to intellectual property, brand reputation, and employee benefit programs.

During this phase, we delve into your existing resources to understand what’s available and how it’s currently being used. We use hard data to help you design and implement business systems that remove barriers to growth and empower your team to perform at their best.

Here we begin to actualize the findings from the first two phases. Using the insights gathered during our assessment, we can build customized systems that address your unique organizational needs and prioritize the passions, concerns, and transitional phases of your business and your team. The Design Systems phase provides a powerful synergy between your organizational objectives and data-driven strategies. Together we can focus on areas, such as:

  • Employee experience + satisfaction
  • Change management + transformation
  • Process mapping + visualization
  • Leadership coaching
  • Value stream mapping
  • Customer satisfaction
  • Organizational design
  • Modernizing job roles

Taking a data-driven approach to employee wellness and organizational success is just the beginning. While most organizations are capturing metrics, few are asking the right questions or properly utilizing their data to drive meaningful and lasting outcomes.

In addition to our dedicated team of Advisors, working with Organizational Human Wealth™ also gives you access to our vast network of legal and financial professionals so that you can leverage specialized expertise and receive the most precise and up-to-date insights tailored to your business goals. We guide you through every step of the process, ensuring comprehensive support to actualize your vision and propel your business toward success. 

meaningful outcomes, lasting results.

Our method gathers data that actually makes a difference. The 13 key attributes of Organizational Human Wealth™  deliver powerful clarity and insight into what motivates you, what matters to you, and how your business is changing. This enables us to build systems that integrate seamlessly into your organization, to bring about tangible and lasting change.

The outcomes of this process not only provide a personalized roadmap that prioritizes your specific needs and objectives but also fosters a culture of ongoing growth that stays with you and sustains your progress well into the future.


Support employee excellence by leveraging their strengths, streamlining workflows, and providing tailored support for optimal performance and long-term success.


Identify and eliminate barriers to growth and drive outcomes by aligning business strategies with individual fulfillment and collective goals.


Build sustainable structures and processes that allocate resources effectively, increase operational efficiency, and support you through transition and growth.

organizational human wealth™ composition


Real-time reporting

Leveraging the Organizational Human Wealth™ Composition and advanced data visualization tools, we deliver detailed, real-time reporting.

Capturing holistic data

Our evaluation covers 13 key attributes, from employee loyalty to systems optimization, capturing the subjective experiences of both your leaders and employees.

Impactful metrics

Our Advisors will walk your leadership team through impactful metrics, sentiment analysis, and a clear roadmap to both quick wins and long-term solutions.

personal human wealth™

The foundation of a thriving business is a workforce that feels valued and supported. Providing Human Wealth™ as part of an employee benefits package empowers your workforce to better understand themselves and tap into their unique and ever-changing needs. When employees have the tools and resources necessary to be effective, your organization unlocks its full potential.

Organizational and Personal Human Wealth™ share the same powerful methodology, delivering value through data-driven evaluations, science-backed measures, and comprehensive insights that help create thriving communities of empowered and satisfied individuals.

organizational model of wellbeing

Organizational Human Wealth™ assesses the “DNA” of your business  – the 13 key attributes –  allowing us to examine and diagnose four essential functions: strategic leadership, employee engagement, cultural cohesion, and operational efficiency. When these four components are functioning well, not only is an organization more effective at achieving its goals, but everyone feels more satisfied with how they did it. This creates a powerful cycle of productivity and fulfillment, which enhances both the success and longevity of a business.

questions are encouraged.

How is this different from other consulting services?

Working with Organizational Human Wealth™ is like having a trusted friend genuinely invested in both you and your business. Our approach enables us to understand the driving forces behind your business –  the motivations, concerns, and constant fluctuations. Our core aim is to ensure not only your success but also the happiness and fulfillment of you and your team.

We use the latest research from academic institutions to guide our approach, which means our methods are tested and proven. While other consultants might help with business strategies, Organizational Human Wealth™ offers unwavering support that helps your business and your people thrive together to ensure lasting change and growth.

Why does the employee's subjective experience matter?

When employees enjoy their jobs and feel supported in the workplace, they tend to work harder, come up with innovative ideas, and stick around longer. As business owners, having satisfied employees isn’t just about being nice – it actually boosts your company’s bottom line. It improves productivity, reduces turnover, and helps create a positive reputation that builds trust and confidence with your customers. At Human Wealth™, we believe that focusing on employee wellbeing is not just the right thing to do, it’s the smartest move you can make for the success and longevity of your business too.

Is this right for my business?

Organizational Human Wealth™ specializes in small, medium, startup, and family businesses. The beauty of our approach is that allows us to seamlessly integrate into any company, regardless of industry or stage of development. We believe the key ingredient to organizational success and longevity remains the same in all economic sectors: happy and motivated people.

By understanding and addressing the passions, concerns, and transitions of individuals within the organization, our method cultivates an environment where employees thrive, operations glide seamlessly, and everyone’s working in sync, all striving for the same goals and objectives.

What is the fee structure?

We charge based on your business size, allowing us to tailor our services to address the unique needs and complexities of your organization. This ensures proper resource allocation for effective assessments, delivering exceptional value and impactful results for organizations of all types and sizes.

Following the assessment phase, we will provide you with a customized proposal outlining the implementation costs tailored to your organization’s unique requirements. This ensures that you receive precisely the services you need to drive success and achieve your goals.

Assessment costs:

  • For companies with up to 20 employees: $2,000
  • For companies with 21 to 200 employees: $3,500
  • For companies with over 200 employees: $5,000

How does this impact my bottom line?

We consider and build for financial, operational outcomes, and talent optimization – with a focus on the wellbeing of your team. Employee wellbeing is not an impediment to profitability — in fact, the latest research shows that businesses with satisfied employees often outperform their competitors in terms of innovation, customer satisfaction, and overall profitability.

  • Reduce Turnover Costs: By prioritizing employee satisfaction and wellbeing, businesses can lower turnover rates, reducing recruitment, training, and onboarding expenses.
  • Boost Productivity: Engaged and motivated employees tend to be more productive, contributing to increased output and efficiency.
  • Enhance Customer Satisfaction: Satisfied employees provide better customer service, leading to higher customer satisfaction and loyalty, which can drive repeat business and referrals.

"In short, organizations are nothing more than a collective of people — when its people thrive, the organization thrives."

David ColesPresident, WMBC

How can prioritizing employee wellbeing benefit your business?

By 2030, the US Economy is expected to lose $430 billion dollars due to low employee retention. Business owners shoulder the financial burden of high turnover rates as employees seek opportunities where they feel more supported and satisfied in their work.

Important diversity efforts and for the first time in history having five generations in the workforce have generated a wide spectrum of needs and desires to be satisfied in order for employees to have a positive and meaningful workplace experience.

This experience of satisfaction and support is highly subjective and depends on a number of individualistic factors for which many organizations have no current system of assessment.


of the employee's annual salary = the cost of their resignation.


of US workforce actively looking for new jobs in 2023.


of employee turnover is preventable.

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