“Imparting financial fluency — like any new skill —is a journey, not an event.”

Joline Godfrey has worked with over 400 of the world’s wealthiest and most successful families over the last 20+ years. She has developed a treasure trove of methods for lifelong learning in areas of family development, financial fluency, governance, family innovations and strategies to flourish in the midst of change.

Joline’s mission is simple: to help families thrive.

  • Private Clients

    One-on-one work with multi-generational families and home offices needing support in communication of values and guidance in how to impart financial fluency family-wide.

  • The Unexpected Table

    An incubator of new ideas and strategies to recover a culture of respect, mutuality, and common ground within the context of family through private conversations and public forums.

  • Bounce10™

    Offering an innovative play-based way for families to give kids a solid foundation of financial values and skills that will serve them through their teen years and well into adulthood.