What we do
One method, carried by your advisors, felt by your clients.
We Train the Advisors. We Sit With the Families. We Walk It With Them.
Advisors learn the 9:03 method and live it first. Families name what the money is for. Clients spend their most valuable currency, time, on purpose.
For advisors and firms
The Next Alpha.
The plan became a product. The value moved to the question underneath it: what is the money for. The paper and four questions are here.
Read the paperWe believe
A life is written, not completed.
At 9:03 AM on September 11, 2001, I was in a stairwell of the South Tower. The clock started that morning. It never stopped.
That is where this work comes from. Not a theory of time. A morning that made it finite and personal. I spent the next 25 years learning how, across what we call the Four Pillars.
Four Pillars. One Currency.
1
Physical – Move. Fuel. Recover.
2
Mental – Connection. Emotion. Presence.
3
Financial – Time. Real Wealth. North Star.
4
Spiritual – Awareness. Authorship. Transcendence.
One collective, four ways in
Where do you want to start?
For firms & advisors
The 9:03 Work
Consulting, advisor coaching, Family Purpose work, and experiences for wealth management firms and the families they serve.
See the work →Referred by an advisor
Private Coaching
One-on-one coaching and Family Purpose work for the clients a firm introduces, and a few people who find us on their own.
New here
Explore the Experiences
A few short pieces you can click through. Each one previews a talk, workshop, or experience we deliver in person.
Take a look →Following along
Insights and Tools
Interactive tools, The 9:03 Newsletter, free worksheets, and the experiences. Try it on your own life, at your own pace.
Explore →Every life has a line through it.
SEE IT CLEARLY. SPEND IT ON PURPOSE.
The experience below is where this all began. A moment became my before and after. Time isn’t guaranteed. Once you understand that, clarity begins.