Money & Soul:

Transforming Your Relationship with Money

Benefits of Money and Soul:

Financial Peace of Mind
Security and confidence with your money
Greater prosperity and ease
Clarity and fulfillment

Assists and counsels you in practical aspects of money:

How to obtain specific financial goals
Alignment of your money with your highest self
Efficient use of money
“Green” socially conscious investing and philanthropy
Financial Coaching

Workshops, Coaching Sessions, Intensives, and Planning

We offer four levels of learning from our low-key and friendly workshops to enlightening and transformative intensive planning sessions. The level of building you wish to do is in your hands. By providing a range of experiences, each person can find the type of consultation that meets their needs, expectations, and budget. Whatever your needs or wants, financial security and fullfillment is available through Money & Soul work.

The Money & Soul Curriculum: Who We Serve Best

Our clients come from a variety of backgrounds and with a range of needs. They include:

Professionals who earn a good income yet feel unfulfilled;
Individuals seeking to evolve their values, beliefs, and attitudes with money;
People with emotional attachments to money (fear, greed, security, happiness) who would like to approach money from a more mentally objective position;
High-functioning couples who want to align themselves as a couple with money and plan for their financial futures;
People who want to explore using their money more for “green” or spiritual purposes.