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Transform your family finances 
with purpose

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We're here to help you

Financial Planning

Build an action-oriented financial roadmap

We will design a holistic financial plan for your financial independence and financial success.  We will prioritize your goals, create a balance sheet of assets and liabilities and cash flow to reflect your inflows and outflows - at the end you will be able to make better financial decisions for your future!

View Our Financial Planning Services

Design a legacy plan for your family business

We will create a family strategic plan for your legacy and future generations. We start by validating your objectives, taking an inventory of your family's human and financial capitals, identifying roles and responsibilities, and generating agreements for the growth and preservation of your family business!

Explore Our Family Governance Services
Family Business
Financial Empowerment

Education you need to reach financial empowerment

Family and Money Matters Institute™ is 100% dedicated to helping families learn together.  Our unique methodology proves that it yields better results.  We deliver transformational programs for couples, women, children, young adults, financial planners, and social impact investors to reach financial well-being!

Learn About Our Financial Education Programs

See what our clients have to say

Carola Testimonial

"I never thought I could have control of my finances. But it was all possible thanks to Elaine’s detailed advice, I was also able to improve my relationship with my family."

- Carola, PHD Health Industry

Barbara Testimonial

"Elaine is an effective problem solver of complex data. She helped me achieve my goals by meeting all challenges with integrity and care.  She is a professional you can trust."

-Barbara, Small Business Owner, Fashion Industry

Sara Testimonial

“I know this course was a great adventure and feel very satisfied with Elaine’s tips and resources since I want my family business to evolve to the next generation"

-Sara, Family Business Next Gen, Food Industry

Francisco Testimonial

“I now look forward to saving time and investing for my future thanks to Elaine’s financial well-being workshop.  Her strategies will help build a better world.”

-Francisco CEO, Financial Services Industry

Your financial freedom is just
a few steps away...

   1. Discover

Request a 30-minute introductory consultation call to help you identify and prioritize your goals and objectives

   2. Plan

Evaluate your current financial situation and develop a new plan that is more aligned to your values and purpose

   3. Monitor

Review your progress using personalized metrics and actionable steps to ensure you stay on track 

Why do only 9% of people achieve their goals?

Learn about the three key drivers to achieving your goals together! 

Request a Discovery Call