Our Design
Two pivotal ingredients distinguish Wealth 360 from similar peer learning groups. The most important is its balanced attention to both wealth and life concerns. In addition, a professional facilitator ensures a high trust, collaborative climate and deeper group dialogue.
We hold six facilitated meetings each year.
Meetings feature two outside speakers on a variety of wealth and life topics. The facilitator leads open dialogue to draw out multiple viewpoints and deepen learning.
The Wealthy Living Roadmap is annual presentation by each member which details current portfolio, investment strategies and alignment of wealth and life goals.
There are also six private coaching sessions each year. These conversations can be used in any way the member finds useful, and usually are devoted to clarifying goals and planning individual, couple or family/estate strategies.