Meet Rebecca Wealth Coach

My life purpose is to remind you of your power.

The power to shift your life toward your desires.

We come into this life with the exact gifts and skills we need for our life path.

As a Wealth Coach, I bring a unique approach to the table. I help you identify your gifts and heartfelt desires, devise a plan to achieve them, and set up the financial infrastructure to support them. 

This holistic approach, combining financial expertise with energy medicine, sets me apart.

This method helps people:

• Release deeply held patterns in their body and mind

• Tap into their heart’s desire

• Recalibrate their nervous system for more resiliency

• Get clear on what they want

• Become financially fluent and organized

• Develop a financial plan to meet their financial goals

• Educate them on their investments and options

• Recognize and overcome limiting beliefs

• Set boundaries with others

• Interpret and coach them on their energetic blueprint through        Human Design

• Prioritize self-care

• Reclaim their power, self-worth, and sovereignty

• Reinvent themselves toward more authenticity

Work

I entered the financial services industry right after college. I was determined to learn all I could about being responsible with my money and building wealth.

I spent 22 years as a Financial Advisor, advising others on managing their cash flow, protecting their money, and investing for their future.

 Over time, I became more aware of a need that was going unmet – People needed help getting clear on what they desired out of life and how to cultivate the mindset, behaviors, and habits required to produce, sustain, and grow wealth. This realization motivated me to boldly transition from managing other people’s investments to focusing on Wealth Coaching.

I have an education in business and experiential wisdom in entrepreneurship. I owned a yoga studio for five years and a financial planning and investment management firm for 11 years. I bootstrapped both businesses and successfully negotiated the latter’s merger and acquisition.

 I am used to an income that fluctuates based on my ability to maintain and grow sales revenue.

In 2022, I left the regulatory world of offering investment and insurance products and obtained my Certified Practitioner in the Trauma of Money Method and Dave Ramsey’s Master Financial Coaching Training. 

My primary focus now is on helping others find financial peace of mind. As a Wealth Coach, I guide individuals in creating a healthy relationship with money, aligning their financial decisions with their values, and ultimately, achieving financial freedom and security. 

I work with people who want to create a prosperous life outside the status quo. They desire a lifestyle that reflects what is important to them and are ready to live more authentically.

Motherhood

For 15 years, I navigated the challenging path of single motherhood and co-parenting with a difficult father. I shouldered the responsibility of being the primary provider, often working more hours than I should have. The pressure to maintain job security, run a household, manage relationships, and meet societal expectations left me feeling depleted most days. 

In 2017, I experienced a profound wake-up call that transformed my life. It was a turning point that led me to heal my past, see the world without rose-colored glasses, and shift my life from autopilot to a more fulfilling and authentic path. This personal journey fuels my passion to help others find their own transformation.

Abundance, to me, is based on living a life that feels rich, aligned, and authentic. The more I grow and expand my understanding of myself, the richer my life becomes.

Spirituality

My very nature is deeply informed by my awareness that we are all interconnected, made perfectly for our purpose, and have everything we desire within us.

We don’t need to fix ourselves so much as we must remember who we are.

I have been a Reiki master teaching yoga and meditation since 2009. I love being a student and am very open-minded and curious about life.

My Bio

I am a multi-passionate entrepreneur who facilitates transformation in people’s lives. I use my knowledge of energy & plant medicine, human design, financial literacy, yoga, self-care, and spirituality to guide others toward wholeness and alignment. 

I am a mama, earth lover, rebel with a cause, and devoted to living authentically. Today, it means living in the city with my husband and dog, working with clients I love, and having lots of time to play and slow down.

My Design

Sun Sign: Pisces

Moon Sign: Scorpio

Ascendant: Aries

Human Design: Manifesting Generator 6/3

Myers-Briggs: INFJ – Advocate

CliftonStrengths: Deliverer – Coach – Catalyst – Self-Believer – Strategist

Ayurvedic Profile: Pitta-Vata

our Core Values

Transparency

Transparency is key in developing trust, creating clear lines of communication, and instilling a culture of authenticity.

uplifting women

We believe in empowering women. We celebrate their strengths and milestones; we uplift them when they are feeling down, and we remind them how powerful they are.

Integrity

Our character is based on honesty, emotional intelligence, fairness and doing the right thing even if it is the harder choice.

Unbiased

We avoid making assumptions and do our best to be open-minded to all lifestyles, values, goals & desires. We do not have any affiliates or conflict of interests that influence our decision-making process or recommendations.

HETERARCHY

We operate in a system where everyone has an equal and important role in the overall health of the organization.  There is no power dynamics or ranking that determines anyone less or more valuable than the other.

TRAUMA SENSITIVE AND CONTINUOUS LEARNING

We are committed to learning and gaining the skills necessary to address the individual and collective trauma around money as we acknowledge it is a necessary part to developing a relationship to money.

Kindness

It is important that we cultivate empathy and a consideration for others in all our interactions.

Boundaries

Boundaries are important to uphold the integrity of the relationship and in maintaining a healthy exchange for interaction and personal self-care.

“Insanity is doing the same thing over and over again but expecting different results.” Albert Einstein

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