Engage. Equip.
EMPOWER.
Guiding families with common business interests and wealth toward values-based alignment.
OUR UNIQUE
APPROACH
At Share Save Spend®, we want to help you imagine what success could look like for your family. Founder Nathan Dungan’s passion and talent is bridging the emotional with the transactional — collaborating with clients to achieve optimal value-centric wellbeing.
Allow the values you live by to inform your financial decisions.
IT STARTS WITH CONVERSATION
Learning with, from, and for each other.
Success comes with communication and conversation. Family dynamics, competing generational goals, personal finance decisions … it can be complicated! Families can derail without effective communication and adequate outside support.
Share Save Spend coaches multi-generational families toward more constructive dialogue and planning about:
Money;
Shared values;
Stewardship;
The impact of wealth;
Business livelihood;
And so much more!
A COLLABORATIVE EFFORT
At Share Save Spend, we don’t pretend to have all of the answers. We’ll figure out what's best for your family, together. Consider:
Why are we doing what we’re doing?
Do these decisions align with our values?
How will wealth impact my children’s/grandchildren’s drive and/or ability to meet their full potential?
How can we effectively navigate generational transitions?
If we have excess wealth, what should we do with it?
How can we engage, equip, and empower our children, their spouses, our grandchildren, etc.?
To learn more:
"Thanks to Nathan’s close work over the past decade with my now adult children, both of them are far more knowledgeable of their financial situation, actively participate in the investment and budgeting processes for themselves, and most importantly, understand the importance of proper stewardship of their financial gifts. Working with Nathan has been a life-changing experience for my family!"
- Consulting Client