Services

Coaching and Services

My main focus these days is on virtual programs such as Wealth School and Rewrite My Money Story, plus writing projects. (Perpetual Wealth, a book about generational wealth co-authored with Kim Butler, was published in 2021.)

I am also taking on limited coaching clients. (Details below.)

If you would like to be notified of trainings, classes and coaching, sign up to receive my free guide and you will be notified.

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Coaching with Kate

I offer holistic wealth coaching around Wealth, Money & Mindset.

Clients come to me when they feel “stuck” about financial decisions (perhaps looking for a new point of view from a non-commissioned professional who is familiar with various financial strategies.)

I help people transform their relationship with money and experience new prosperous results in their lives and businesses.

What types of clients do I work with?
My clients are often entrepreneurs, self-employed/independent contractors, or creatives making their own path in the world. Most—but not all—are women.

If you are my client…

You are smart and talented, yet your finances may not reflect your success in other areas of life.

Or your finances look “fine” on paper (maybe you are “better off than most”), yet you still feel stressed about money.

You are committed to a breakthrough.

Examples of clients I’ve worked with include:

• People who want support in establishing healthy attitudes, beliefs, and habits around money.
• Investment “newbies” who want to learn to invest for themselves.
• Successful people who aren’t sure where all their money is going and who wish to gain focus, control, and intention around their spending.
• Investors who want financial coaching or education (not advice) from someone who does NOT earn commissions for sales of financial products or insurance.
• People recovering from financial setbacks or trauma.
• Individuals or couples in transition… perhaps getting married, divorced, retiring, or changing careers.

A few notes about what I do (and don’t) do:
Although my work involves financial education (I was at one time trained by a financial services company and have worked with top financial advisors), I do not do financial planning, manage money or sell financial products.

As a coach, I work with people, not their money.

I can help you:

• Align your money and your values.
• Adopt new empowering beliefs about money.
• Set healthy boundaries with a partner, child or spouse.
• Understand the pros and cons of various financial strategies.
• See new possibilities for your financial future.
• Take action towards your goals!

I educate clients to think strategically about concepts such as leverage, residual income, multiple streams of income, and “true” diversification. I can also help you define (and find) the financial experts you need.

I help people think and feel differently about money. Although my work delves into beliefs and emotions, I am not a licensed therapist. A coach is a skilled observer who is an advocate, an accountability partner, and a “loving mirror” for the client.

Am I certified?
Yes – through Denver’s Coach Training Alliance in 2007. I also have training and experience in speaking, marketing and workshop facilitation.

In addition to my own work, I have worked as a coach for Landmark Education and have participated in the work of Landmark, Tony Robbins, T. Harv Ecker (Peak Potentials), Barbara DeAngelis, Iman and Afrin Khan and other luminaries.

What will it cost?
It’s hard to answer that without knowing your needs. I coach with some clients weekly and others less often.

Coaching with me one-on-one regularly could be $750 a month to $1250 a month or more, depending on your needs and goals. Typically, I have a 3-month minimum for a coaching contract.

I also offer “bite-size” Wealth Strategy sessions for $395. They include a questionnaire and a deep-dive 90-minute to 2-hour session to give you direction and clarity about your most pressing questions. These sessions are useful to address a particular standalone issue and are a great way for past clients to get a “tune up.”

To book a Wealth Strategy session or to explore coaching with me, email me at Kate@TotalWealthCoaching.com with “Wealth Coaching” in the subject line.

What are clients saying about me?
See for yourself on my testimonial page, and on LinkedIn.

My Free Gift: To discover WHY you’re stressing about money and how to break the cycle, read this 22-page guide, Break Through to Abundance!