Conscious wealth goes far beyond simply accumulating financial assets. It's about cultivating a healthy, intentional, and purpose-driven relationship with money—one that supports both personal fulfillment and positive impact.

This is quite different from the traditional view of wealth, which tends to focus solely on maximizing returns or hitting an arbitrary financial milestone. Many people believe, “I’ll finally be happy when I have X amount of money,” or “I’ll be free once I hit a certain return on my investment.”

Fun fact: As a former financial planner who worked with thousands of families, I can tell you—about 80% of people believed they needed $10–$20 million to feel truly safe. In reality? Only about 1% actually needed that much. The rest were trapped in fear, always chasing “more” without ever arriving.

But for those clients who became conscious of what they already had, something shifted. True wealth began to show up—not just as dollars in a portfolio, but as clarity around what’s enough. It looked like time freedom. Health. Loving relationships. Peace. Purpose.

My job as a Conscious Wealth Coach is to empower you live rich—not just in financial abundance, but in every sense of the word. From the inside out.

Great question!

I don’t manage investments or sell financial products—so no sales quotas, no fine print, and definitely no manager in a fancy suit telling me what to say.

There are great financial advisors out there (I was one of them for years).

But let’s be real: if you’re not buying a product—like insurance, investments, or a retirement plan—you’re probably not their most valued client.
Most financial advisors are plugged into systems that profit from what you buy, not from who you become.

Here’s the brutal truth:
The more confused you are, the more profitable you are to the traditional financial industry.
Every time an advisor offers a “fix” or a new strategy—someone gets paid. Again.

As your wealth coach, my job isn’t to tell you what to do (or not do) with your money.
I’m here to coach you into becoming the kind of person who can build wealth, hold it with confidence, and actually enjoy it—on your terms, under any circumstances, starting exactly where you are.

In other words: while traditional advisors offer solutions from the outside in...
I guide you from the inside out—so you can trust yourself, honor your choices, and make money decisions that feel good in your bones.

The Wheel of Wealth is a holistic framework that reveals the full picture of your financial life—not just your bank balance, but the beliefs, behaviors, and deeper purpose driving it all.

Each spoke on the Wheel represents a vital area: mindset, habits, emotions, vision, and more.
And when even one spoke is out of sync, your financial “ride” gets bumpy—cue burnout, guilt, procrastination, overworking, and that sneaky voice of self-doubt.

But when everything aligns?
You gain momentum effortlessly.
You feel alive—grounded, fulfilled, and free—no matter your income or asset level.

Here’s the hard truth:
Without a clear map, too many people hustle for years—even a lifetime—in the wrong direction, mistaking motion for progress.
That’s why even high earners can feel stuck, stressed, or incomplete—like something’s always missing.

The shift begins with awareness.

Where is your Wheel of Wealth out of balance?

Once you see it clearly, everything begins to shift in your favor—your money, your confidence, and your power to design a life that feels truly rich… from the inside out.

No, you don’t need to be wealthy—or have your financial life perfectly organized—to work with me.

Many of my clients are high achievers who still feel unclear, overwhelmed, or disconnected when it comes to money.
A lot of them are navigating big life transitions—like marriage, divorce, retirement, inheritance, or simply losing trust in the traditional financial industry.

You don’t need perfection. You need a turning point.
What matters most is that you’re ready to explore what’s possible—
to take ownership of your wealth,
and give yourself the chance to rewrite your money story on your terms.

As the old Chinese saying goes:
"When the student is ready, the teacher appears."

Excellent question.

Most people spend years burning out, sacrificing, and secretly resenting the chase for wealth—without ever stopping to ask:
“How much is enough?”

That question gets skipped… and what follows is a relentless loop of stress, time loss, confusion, frustration, and regret.

Your Enough Number isn’t the bare minimum to survive.
And it’s not some inflated fantasy of luxury either.

It’s the sweet spot—the number that keeps you inspired, not exhausted.
It’s the kind of clarity that allows you to make confident decisions—with deep joy and genuine satisfaction.

Because when you know your Enough Number, you’re no longer stuck in survival mode or trapped in endless striving.
You gain something far more powerful:
Peace. Direction. And the freedom to create a life on your terms.

The quiz is designed to be a wake-up call.
And hey, I get it—sometimes it takes more than a quiz to shake us out of autopilot.
(We’ve all hit that snooze button one too many times, haven’t we?)

But if something sparks for you—even just a flicker—after taking the quiz, you’ll have the opportunity to request a one-time complimentary coaching session with me.

In that session, we can explore whatever you're most curious about.
We might uncover old money patterns quietly calling the shots…
or we might unlock a bold new vision for what’s next.

From there, we’ll make a mutual decision about whether it feels aligned to continue coaching together.

Bottom line, my darling?
Whatever you choose, this is about you living freely, with grace, and wildly wealthy, just because. ❤️