We guide families and family offices to create, plan and map an overall family money strategy with specific, measurable outcomes. Each plan is customized to leverage and address the unique strengths of each family. Learn more about how we work with multi-generational families.


Nathan’s presentations provide insights on trends, as well as, practical and actionable ideas. He provides creative and convincing examples on how to leverage his highly successful Share Save Spend approach to money. His presentations offer simple and immediate ways for youth and adults to develop healthy money habits and enhance their financial wellbeing.

Money Sanity U®

Money Sanity U® is a subscription-based, interactive, virtual-learning platform designed for organizations to add unique value and address a variety of money issues.