Wealth & Legacy Without Sacrifice.
A private, judgment-free space to turn legacy pressure and guilt into calm, values-led leadership—at home and with your money.
Release the pressure to “hold it all together”
Set loving, firm boundaries with family & requests
Feel calm, clear, and in charge of your wealth
Quick start: Take the 5‑min Money Type Quiz to see which archetypes lead your decisions and where to restore balance.
What’s getting in the way
Complex wealth admin (taxes, inheritance, assets) that never feels “done”
Pressure to uphold a lifestyle or family legacy
Loneliness, trust concerns, fear of being exploited
Guilt around privilege; worry kids won’t stay grounded
Imagine this instead
Steady confidence to ask questions, say no, and set loving boundaries
A clear personal plan and role autonomy without unnecessary conflict
Calmer money talks with shared language and fewer blow-ups
Daily life that reflects your values—not just expectations
Security and options, whatever the future brings
How we help (simple 3‑step path)
- Discover: Take the Money Type Quiz and use your free 30‑min call to map the beliefs and roles driving stress (control, over‑giving, visibility, safety).
- Shift: Install practical boundaries, decision rituals and “money meetings” that reduce noise, conserve energy and protect privacy.
- Sustain: Build a values‑led plan for legacy, giving and family culture so wealth supports the life you actually want.
Archetypes you might recognize
Ruler : Carries the load; control brings safety but also tension and over‑work. Learns to delegate and trust without losing standards.
Martyr : Generous to a fault; family requests blur boundaries and drain energy. Learns loving “no’s” and sustainable giving.
What you’ll get
- A clear picture of your money patterns and family dynamics
- A discreet boundaries toolkit (requests, gifting, loans, loving “no’s”)
- A decision ritual that reduces pressure and second-guessing
- A light, repeatable wealth admin rhythm (weekly/monthly)
- Guidance to model grounded wealth for kids and partners
- Optional Zurich meet-ups; private, online coaching as standard
Who this is for
Women in Switzerland (30–60) self‑made or inheritors who want private, judgment‑free support to release guilt, set healthy boundaries, and lead their wealth with calm purpose.
What my clients say
Real stories from people who chose to heal their relationship with money.
Discretion & fit
- Confidential: Private sessions online; client names never shared.
- Advisor‑friendly: We don’t replace lawyers/therapists/wealth managers; we help you show up clear and grounded with them.
- Values‑first: Money serves the life; not the other way around.
Ready to lead wealth with calm and purpose?
Start with a clear picture of your money patterns and a boundaries toolkit you can apply immediately.
Educational coaching, not financial, legal or tax advice. Results vary by individual effort and circumstances.
