Kristen Heaney helps successful families connect across generations at the intersection of values, purpose, and financial success. In this episode, Kristen shares how her being a young and unprepared inheritor after her father’s early death colored the passion she has for her work as a wealth legacy coach and consultant and her advice to both financial advisors and families of different generations.
In This Episode:
Meet Kristen Heaney:
In her work as a Wealth Legacy Coach, Kristen Heaney helps successful families connect across generations at the intersection of values, purpose, and financial success. Her passion for this work is colored by her own experience of being a young and unprepared inheritor after her father’s early death. Kristen’s training includes a Masters in Social Work, a Board Certified Coaching credential, and an advanced certificate in Family Wealth Advising from the Family Firm Institute.
Her debut book, In Three Generations: A Story About Family, Wealth, and Beating the Odd is a heartfelt family parable, offering a great starting point for those considering a more purposeful approach to handling family wealth across generations. Her most recent book, The Super Special, Altogether Ordinary Day is a beautifully illustrated children’s book that highlights the power of small moments spent together with the ones you love. She has been a featured thought leader for the Purposeful Planning Institute, Aspiriant’s MoneyTale$ and I’m a Millionnaire! So Now What? podcasts, as well as legal, financial, and philanthropic firms across the United States and Canada, discussing topics such as rising generation preparation, effective family meetings, wealthism, entitlement, and financial parenting. Kristen was born and raised in the Metro Detroit area, and currently lives with her husband and two sons in South Florida.