Two Leading Experts in the Field of Money Coaching and Wealth Psychology Team up to Offer Help to Families in Financial Crisis

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The Money Coaching Institute and the Wealth Legacy Group have teamed up to provide help to families experiencing both emotional and financial stress through Money Coaching and Family Legacy Retreats.

With millions of Americans in financial turmoil due to the financial fall-out of a prolonged recession, the level of fear and panic that many people are experiencing is reaching epidemic proportions. In an effort to assist people, the Money Coaching Institute and the Wealth Legacy Group have teamed up to provide help to families experiencing both emotional and financial stress through Money Coaching and Family Legacy Retreats. The Family Legacy Retreat is a three-day facilitated workshop designed specifically for:

  •     Families that desire to enhance their relationship to one another, communicate more effectively, and improve their family money dynamics.
  •     Family businesses seeking to support family members to reach their full potential, and to develop a successful legacy that is aligned with the family vision.

The Family Legacy Retreat provides a safe environment for individual families to work together, honoring the legacy of their past and empowering their future. Through a step-by-step process, participants learn to break free of self-limiting personal and familial money patterns and experience greater ease and less conflict. In addition, participants learn to navigate their internal and familial money dynamics from a place of self-awareness, trust, and accountability. According to Deborah Price, founder of the Money Coaching Institute, people are now highly driven by fear and uncertainty, and with nowhere to go with their feelings, have begun to engage in self-sabotaging money behaviors. “The result, says Price, is that individuals and their families are increasingly challenged to manage their fears and emotions, which leads to greater conflict and money issues amongst individuals, couples and families. According to Dr. Jamie Traeger-Muney, founder of the Wealth Legacy Group, these issues grow exponentially more complicated as both the family and the size of the wealth increases.

Both Traeger-Muney and Price agree that a major issue contributing to the problem today is the lack of help available in assisting people with how to manage their fears and behaviors while calmly assessing their options and effectively communicating with family members about money.

The Family Legacy Retreat allows families to:
1.    Co-create a vision for the future that is fully aligned with their values.

2.    Learn to use healthy communication techniques with one another.

3.    Explore individual and family money patterns and beliefs and how they dramatically impact the family’s interactions and decision-making process.

4.    Work together to support the highest good of both individual and family needs, desires and shared endeavors.

5.    Move beyond obstacles that limit or sabotage the personal and financial potential of both individual members and of the family as a whole.

6.    Develop greater understanding, compassion and connection with one another.

To learn more about the Family Legacy Retreat, or attend a free educational webinar, please contact Deborah Price at dprice(at)money-therapy(dot)com or 707.778.6206.

About the Money Coaching Institute
Money Coaching is a step-by-step process for understanding and changing one’s relationship with money in order to live a more purposeful and prosperous life. Through education and awareness, The Money Coaching Institute is committed to empowering others around money, both personally and practically. A former financial advisor for over twenty years with firms such as Merrill Lynch, Mass Mutual, AIG and London Pacific Advisors, Money Coaching Institute founder Deborah Price left the financial industry to pioneer the field of Money Coaching. She is the author of four books: Money Therapy: Using the Eight Money Types to Create Wealth and Prosperity; Money Magic: Unleashing Your Potential for Wealth and Prosperity; Start Investing Online Today; and her latest book, The Heart of Money: A Couple's Guide to Creating Financial Intimacy, which will be released in August 2012. She has appeared on numerous radio and television shows throughout the United States and is considered a leading expert in her field. Contact Deborah at: dprice(at)money-therapy(dot)com. The Money Coaching Institute's website is

About the Wealth Legacy Group
The Wealth Legacy Group is a team of professionals specializing in the emotional impact of wealth. Using the models of positive and wealth psychology, the Wealth Legacy Group works with clients to clarify their values and better utilize their financial resources to achieve their goals, and create a positive, family legacy. Jamie Traeger-Muney, Ph.D., founder of the Wealth Legacy Group, was the first psychologist ever to be hired as an employee of a bank, to work with their clients. She worked for Wells Fargo’s multi-family office platform serving families with $50 million and above in investable assets. For almost 20 years, Jamie has worked in depth with individuals, couples, and families. Her personal experience as a member of a family business and a family foundation, combined with her theoretical and practical expertise in wealth psychology, has given Jamie a unique sensitivity to issues surrounding the intergenerational family dynamics of affluence. Contact Jamie at: Jamie(at)wealthlegacygroup(dot)net.


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Deborah Price