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Joline Godfrey
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Joline Godfrey

Beneficiary development, financial and human capital education for high net worth families are our core expertise. My work includes a specialty in developing the financial fluency of next generation family members, as young as 5 and 6; well into adulthood--and helping families thrive. Experience includes significant work in the areas of women and wealth; financial fluency for creatives; and very large extended families. Learn more here.