For Financial & Legal Advisors

Trusted financial and legal advisors are in a unique position. They are often first to learn of complex and troubling individual, couple and family issues. While these issues are often relevant to financial and legal matters they may pertain more directly to psychological issues, family dynamics, relationship or health-related concerns, changes and challenges. John's unique training and experience in family counseling, mediation, health and illness advising and coaching, second half of life non-financial planning and preparation, and executive and family business coaching, allows him to sensitivity, discretely and effectively work with individuals, couples and families of wealth and in family-owned businesses to resolve complex and challenging personal and family issues. John brings his unique blend of behavioral science skills to sensitively, confidentially, and effectively work with your clients toward the resolution or improvement of their personal and family situation. John is a behavioral science member of the internationally known Family Firm Institute and a member of the Northwest Family Business Advisors. Here are a few of the services John provides:

• Assist families in resolving conflict, maintaining harmony and effectiveness during the administration and settlement of the probate or trust settlement.
• Consult with individuals or couples about their emotional, relationship and family harmony concerns raised by the process of estate planning.
• Consult with individuals, couples, families on the emotional and family relationship complexities of succession planning and implementation.
• Assist individuals and families in creating and implementing strategies for a successful and meaningful transition into retirement or their "next chapter."
• Assist individual and families understand, cope with, and optimally respond to unexpected illness, serious and/or chronic health concerns and conditions and/or family tragedy.
• Expert interviewing skills with elderly and ill clients
• Discover personally meaningful ways to leave a legacy, and/or involve heirs now in meaningful family activity