Independent Means strives to be the ultimate financial education and information source for financial institutions and advisors, affluent families and family offices, and private schools.

Families and Family Offices

Independent Means is the provider of choice for affluent families who choose to instill values- based financial mastery to the younger generations.

• Raising Financially Fit Kids seminars for extended families
• DollarDiva™ and MoneyGuys™ workshops for teens
• Easy$tart™ financial education kit for 5-to-12-year-olds
• Money$core™ assessments for 5-to-18-year-olds and 18-to-25-year-olds
• Special events for family meetings
• Family subscriber package
• Books, kits, support materials