Wealth Stewards
Having money can be a mixed blessing. It's easy to imagine the many ways it can make your life better: financial independence, bigger adventures, new opportunities for investment and philanthropy. But, money also introduces unexpected challenges that often disrupt your life in ways you didn’t see coming. That’s when you realize you have a whole new set of questions to address.
You might struggle with a range of issues including:
It’s hard to figure out what I want for my future when I already have enough money so I don’t need to work.
We want to enjoy what we’ve built, but worry about spoiling our kids. How much is too much?
I feel pressure to ‘earn’ my inheritance by living according to my family’s expectations. What if I want to do something different?
I feel guilty saying No to friends and family’s new expectations.
You may feel overwhelmed with all of the choices open to you and the burden of new expectations. Consequently, you avoid making necessary decisions and feel stuck. So, where do you start?
What if it could be easier?
I can help you to resolve your concerns about getting it right. By clarifying what matters most to you, and then uncovering the issues that have you stuck, taking decisive action to create a meaningful life becomes effortless. Our work together will help you to:
Clarify your core values and establish intentions for your wealth
Expand your perspective about what you can achieve
Reduce worrying so you can make easier decisions
Unleash the knowledge and capabilities you already possess
Support your progress and provide accountability for making changes that last
With over 20 years of experience as a trusted wealth advisor, I am your bridge to moving forward. I come alongside to help uncover your best path forward so the money will enhance your life rather than cause more stress. You will find the clarity you seek to take action and create your desired life -- a wonderful life!
Testimonials
“I engaged Mimi Ramsey to help redefine my role for my family’s philanthropic foundation. It was empowering to find my own voice and design a path suited to my interests and strengths. My shift in focus required examining what we wanted for the foundation going forward and how to include new family members. This process strengthened our philanthropic organization and brought our family closer together. Mimi Ramsey’s broad experience dealing with wealth management, family dynamics, and personal growth make her an invaluable resource. I whole-heartedly recommend Mimi and her coaching process for guiding families of wealth.”
“I worked with Mimi Ramsey when I was facing a number of transitions, both personal and financial, and felt overwhelmed. I was aware of Mimi’s years in wealth services and her expertise in helping clients deal with sensitive financial and family issues. We set progressive goals and reviewed them at each meeting. I always felt like we were making progress.”
“Mimi helped me move forward on important financial goals that I had been avoiding for years and I just couldn’t seem to get started. She helped me achieve my stated goals so quickly that it actually opened my eyes about making other changes in my life that I hadn’t considered possible.”
“We had just sold our company and were facing some decisions that seemed too important to rush. After meeting with Mimi, we knew she understood our concerns. She listened carefully to both of us and then helped us figure out how to approach important family and wealth priorities. Our decisions became more obvious to us.”