Jan 27 2025 41 mins 3
Meet Melissa Hoyer, CFP®, CPCC™, who specializes in guiding inheritors through the complexities of managing significant wealth. With nearly 20 years of experience, she integrates financial planning with personal coaching, helping clients align their wealth with their values and life goals. Gain insights on how to effectively manage and purposefully align your wealth.
Key takeaways to listen for
- [10:25] Unique challenges faced by inheritors
- [18:48] Importance of simplifying complex wealth structures
- [24:52] A concept of wealth anonymity and why it’s crucial for inheritors
- [34:17] How to prepare for and manage significant wealth transitions
- [43:07] The critical role of family dynamics in wealth preservation
Resources mentioned in this episode
- [18:30] Flow: The Psychology of Optimal Experience by Mihaly Csikszentmihalyi| Paperback
- [42:50] Raising Financially Fit Kids by Joline Godfrey | Paperback
- [28:36] What Would the Rockefellers Do? by Garrett B. Gunderson and Michael G. Isom | Kindle, Hardcover, and Paperback
- [45:21] Way Into Wealth Coaching Program
About Melissa Hoyer, CFP®, CPCC™
Melissa Hoyer, CFP®, CPCC™, is a financial planner and wealth coach at The Wealth Conservancy, specializing in empowering clients to manage their wealth in alignment with their values. She holds a B.A. in French from the University of Iowa and a Certificate of Interior Design from the Harrington Institute of Interior Design in Chicago. Melissa's diverse background includes experience in human resources at Arthur Andersen and a successful coaching practice. She is passionate about helping clients achieve financial harmony and fulfillment. Outside of work, Melissa enjoys hiking, family weekends in the mountains, jewelry making, cooking, and volunteering with Greenhouse Scholars. She is dedicated to exploring ways to live joyfully and harmoniously with others and the natural world.
Connect with Melissa
- Website: The Wealth Conservancy, Inc.
- LinkedIn: Melissa Hoyer
- Email: [email protected]
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