“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.
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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.
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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.
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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.