Bringing wellbeing back into focus.
For the good
of the family.
At Share Save Spend®, our focus is helping individuals and families develop healthy money habits that honor their values and enhance their wellbeing.
MEET NATHAN
CEO & President, Share Save Spend
Nathan Dungan’s earliest memory of money is his grandpa’s coin purse. After being exposed to diverse financial conversations throughout his formative years, he became curious: How does family of origin shape our relationship with money?
It’s this inquisitive nature that propelled him forward. In 2003, Nathan founded Share Save Spend after 10 successful years as a financial advisor. He conducted a groundbreaking research study with families on wellbeing and materialism, which inspired the development of our virtual learning platform, Money Sanity U.
Curiosity still keeps Nathan going and today, his consulting practice involves advising multi-generational families and family businesses on how to achieve wellbeing anchored by their values.
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Supporting family offices and business-owning families since 2003.
THIS IS
ABOUT
YOU
Life’s a journey, and no two paths are alike. Your business and financial circumstances are personal, sensitive and unique to your family. At Share Save Spend, we’re here to help you, your family office, and your advisors deconstruct the complexities of your situation and identify what’s in your family’s best interest with every new decision.
OUR APPROACH
WORKING WITH US
At Share Save Spend, our goal is to understand the role that wealth, family businesses, and your family office play in your lives, and work alongside you to create a customized “roadmap” for moving forward with intention and clarity.