Living Financially Wellthy™
Where Well-Being and Wealth Grow Together
A holistic coaching and education platform that integrates self-discovery, life design, and money - practically and emotionally.
Where your Self, Life, and Money finally work as one.
What Does It Mean to Be Financially Wellthy™
Ready to Start?
Choose Your Path
3 Pillars (Wellthy Core™)
These pillars reflect how real life and money decisions actually work.
Self
Deepening your beliefs, habits, and emotional strength to live with confidence and resilience.
Life
Building a fulfilling life that reflects your true values and dreams.
Money
Creating a healthy, empowered relationship with money as a tool, not a stressor.
Let’s Change How We Talk About Life and Money
- Because When We Start Better, We End Better.
The Four Focus Tracks of Living Financially Wellthy™
Everyone deserves to define what it means to be Financially Wellthy™ —
and to live a life that aligns with it.
Who We Help
Wherever you’re starting, there’s a path for you.
Kids
Fun, engaging programs that teach healthy money habits early.
Give kids a foundation of confidence, curiosity, and real-life financial skills.
Teens
Confidence, real-world skills, and clarity for the future.
Teens learn money management, decision-making, and entrepreneurship in a way that actually
sticks.
Adults
Heal money stories, build awareness, and live in alignment with your values.
Create supportive money habits and life rhythms that align with your goals, wellbeing, and peace.
Entrepreneurs
Support for service-based entrepreneurs who want businesses that don’t burn them out.
Align your money habits and awareness, life design, and business goals.
Advisors & Educators
Integrate Financially Wellthy™ coaching and education tools into your work to empower others. Build deeper client connection, confidence, and impact with training rooted in coaching principles and financial well-being.
Ways to Work Together
Whether you’re building personal clarity, raising confident kids, or guiding others, there’s a path for you.
Coaching (1:1 & Group)
Personalized coaching support to align your self, life, and money — through practical tools, mindset and inner work, and accountability.
Speaking & Workshops
Inspiring, practical talks for schools, companies, and communities that blend real-life coaching with financial education and awareness.
Life & Money Confidence Groups
Small group programs that build skills, clarity, and empowered habits — with encouragement and accountability.
Financially Wellthy™ Programs
Structured experiences for kids, teens, and adults — delivered by us or licensed to schools, cities, and organizations.
Advisor, Coach & Educator Training
Professional training to help advisors, coaches, and educators integrate the Financially Wellthy™ framework into their work for deeper impact.
*Financially Wellthy™ offers education and coaching. This is not financial or investment advice.
True Wealth Begins When Who You Are
and How You Live Align.
Welcome! Founder of Living Financially Wellthy™ — a holistic coaching and education platform designed to strengthen the whole person behind life and money decisions.
I’m a Holistic Financial Educator and Certified Life Coach. With over 25 years of experience in financial advising, I bring that perspective together with mindset and personal growth work to help people build clarity, confidence, and peace around money and life.
I began my career over 25 years ago as a financial advisor — helping people navigate the important life and money decisions that shape their future. For the first decade, I focused on building wealth and security — but I didn’t build well-being alongside it. Eventually, I burned out.
That burnout became a turning point. It sent me on a deeper journey of personal healing, self-discovery, and spiritual growth. I realized that managing money well is important — but it’s only part of the story. True financial well-being starts behind the money — in the beliefs, habits, emotions, and patterns that shape our choices long before the numbers appear.
Over the last eight years, I’ve worked to integrate it all — blending financial expertise with coaching, mindset, and inner work. I’ve spent years studying emotional intelligence, personality frameworks like the Enneagram, Myers–Briggs, OCEAN/Big Five, Clifton Strengths, and Human Design, as well as the behavioral patterns that influence how we think and choose. All of this has shaped Financially Wellthy™ — a platform designed to strengthen the person behind the decisions.
Through personal coaching, education, and transformational programs, I help kids, teens, adults, and soulful service-based entrepreneurs align their inner life, their habits, and their money — building not just financial success, but lives rooted in clarity, purpose, and confidence.
We also support coaches, educators, and financial professionals by providing tools and training to guide others toward a more holistic, empowered approach to financial well-being.
I don’t tell you where to invest — I help you understand yourself so clearly that your money decisions feel aligned, whether you make them independently or alongside a trusted financial advisor.
OUR MISSION
Individuals & Families
We help kids, teens, and adults build confidence, clarity, and lifelong financial and life wellbeing through education and skill-building—integrating mindset, life skills, and money skills in a simple, empowering way.
Professionals
We equip advisors, coaches, and educators with the Financially Wellthy™ framework so they can connect more deeply, ask better questions, and support meaningful conversations with confidence and compassion.
Save Smart So You Can Spend Silly
on What You Love.
Live Financially Wellthy™ (Coming Soon)
Stories, tools, and practical steps to align your Self, Life, and Money — so your life feels as good as it looks.
New! The Financially Wellthy™ for Kids Workbook Coming Early 2026
A creative, real-world guide to help kids ages 11–15 connect who they are, how they live, and how they handle money. This 130-page workbook teaches personal finance, confidence skills, real-life money choices, and the foundations of saving, spending, earning, and building healthy habits. Perfect for classrooms, home learning, tutoring, or youth programs — with instructor resources available.
This workbook is part of the Financially Wellthy™ Series designed to help families build confidence together.
Wealth From the Inside Out
Here’s what families, students, and clients are saying after learning to live Financially Wellthy™.
Join the Financially Wellthy™ Circle
Monthly tools, practical money tips, and mindset shifts — plus early updates on the book and programs.