A Money Coach in Canada

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As usual, case studies are real situations of my past or present money coaching clients. The situations are real, but the identities involved are heavily disguised.

j0385427.jpgJeff and his two siblings, a brother and sister, each inherited a sizeable legacy when their parents died. Jeff was conservative, and grew his legacy into an even more significant nest egg and is now independently wealthy. He came to me because there was an unintended consequence to his wisdom: his siblings have very little left to show for their inheritance. He is too uncomfortable to let them know of his secret small fortune in comparison. As you can imagine he then has to hide his lifestyle which has resulted in increasing distance between him and his brother and sister.

Families and money!

What approaches might you suggest to Jeff for bridging the gap, while protecting his own inner boundaries about his wealth?

About the Author


Imagine if Canadians were known for being all over their money. Engaged. Proactive. Getting out of debt. Savvy. Saving. Generous. Nancy wants to help. Nancy started her own journey with money over 15 years ago, and formed her company “Your Money by Design” in 2004 to help others along the same path. It’s not the usual financial advising/investment stuff. It’s about taking control of day-to-day finances –managing monthly cashflow effectively, spending appropriately, getting out of debt, saving. If you're ready to take control over your finances, pop by her business site, YourMoneybyDesign.com

Saturday Case Study: when you have money, and your family does not Comment

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