Melissa Mitchell-Blitch, MS, MA
Few people understand both the technical and qualitative (“soft”) aspects of wealth and business. Melissa’s background is unique.
The first chapter of her professional career began at a Big 5 accounting firm and focused on financial and estate planning. During this experience, Melissa saw that families deserve better. Their needs were more complex than the financial, legal, and technical expertise of their advisors. There was a professional missing from the advisory team — one who understands family dynamics around wealth and business. After several years of searching for such a professional and finding none, Melissa discerned a call on her life to fill this gap. She returned to graduate school, this time to study psychology.
The second chapter of Melissa’s professional career was as a counselor. She helped adults, both individuals and couples, in a variety of areas — including substance abuse and addiction, co-dependency, mood disorders, marital issues, and personal growth.
Now in chapter 3, Melissa pulls from her previous careers to help families navigate the relational and emotional challenges of wealth and business. She provides coaching, consulting, and meeting facilitation to families — and collaborates with the family’s technical advisors.
Through her work with hundreds of clients over the past decade, Melissa has developed an empathic yet direct style, which allows her to establish rapport with a wide range of personality types. She works with families to displace wishful thinking with skills, to replace avoidance with communication, and to dispel fear via clarity and intention. This process has shown to transform families in ways they never imagined were possible. Let Melissa help your family Discover what’s possible.™
Melissa is the founder of Eredita, LLC and a member of the Kaleo Network of Family Business Advisors. Melissa was the first Dean of Collaboration for the Purposeful Planning Institute and now serves as their Dean of Individual Development.
Primary Service Involvement: