a link to somewhere

High-touch holistic wealth mentoring

Helping individuals and families develop positive money behaviors and create wealth in alignment with their values.

Learn More

I work with high earning individuals or families, and trust recipients that need help organizing, understanding, and finding purpose with their money. They are successful smart driven individuals and are tired of feeling guilt, uncertainty and anxiety with money and building wealth.

Apply Now

Hi,

I’m Casey

CPA

I am a free-spirited money mentor, competitive endurance athlete, and entrepreneur. I feel wealthy when I spend my time and money traveling and exploring new places, treat myself to a new mountain bike so I can rip on the trails, and put money into investments and savings for future goals. I have a gift for helping other people sort through challenges around money and make lasting positive changes to build wealth that is true to them. I teach people how using money authentically and aligned with their version of wealth will change their experience of life. My approach to mentoring on money and wealth combines the practicality of my CPA background with spirituality and mindfulness training.

Get to know me

The practical work we do together will build a solid understanding of where you are today financially, where you want to be in the future, and how to bridge the gap. The emotional and behavioral work will unwind old patterns around money, teach value-based spending and saving, and build resilience to financial curveballs that will come your way.

I will provide you with support and accountability as you step up to the next level of wealth in your life.

CUSTOMIZED FOR YOU

Private Wealth Mentor

This is a one-on-one offering and customized for your specific financial situation. We work on the practical and technical aspects of money, tap into intuition and decision making, and explore the behaviors and attitudes you have with money.  We will bridge the gap between who and where you are with your money today, and who and where you want to be with your money going forward.  We will create a simple plan that motivates and inspires you.  We will implement financial tools that will help you succeed in that plan.  I will be your accountability partner and support you every step of this journey.

Private wealth coaching is for you if:

  • You need help organizing your personal finances and creating better awareness around what you have and why
  • You are interested in having personal financial statements so you can see where your money is going
  • You need help discerning all the financial information out there, figuring out what is relevant and beneficial to your life situation and goals
  • You want help finding and implementing financial tools and professionals that will contribute to your success
  • You are tired of feeling guilt, shame, fear, overwhelm, and anxiety around money and your future
  • You want to move past toxic self-sabotaging money behaviors that are holding you back from your true wealth potential
  • You need accountability so that you follow through on your commitment to changing your relationship with money
  • You are ready to invest in yourself, know the value of working one-on-one with a mentor, and are open to learning a new way of handling your finances
Learn More

FAMILIES OF WEALTH

Generational Wealth Facilitator

This is a high value service that works with the Principal and their trusted advisors to review the existing Estate Plan and discuss it’s resilience to various potential situations, revisions desired by the Principal, and all recommendations or concerns of advisors. We will take a fresh look at the overall Estate Plan and ensure it continues to align with the Principal’s intentions.  I will work with each beneficiary individually to educate them on their inherited wealth, and empower them to pursue productive and inspiring lives independent of the inherited wealth. 

The Generational Wealth service is designed for multi-generational families who are:

  • First generation wealth creators that will be or are building a team of advisors and creating their Estate Plan, don’t have time to handle all the details, and want one person to coordinate with the advisors on their behalf
  • First generation wealth creators that are needing more efficiency in their personal lives as their business and professional success grows; they want to discuss and understand the various tools and strategies that could help
  • Generational families of wealth that see value in a confidential review completed by a person outside of the existing organization to determine if there are any areas of potential ambiguity, miscommunication or misunderstanding amongst the advisors on how the Estate Plan will be executed
  • Generational families of wealth that need someone to coordinate communication amongst all the advisors and support staff (estate attorney, family office, investment advisors, CPA, trustees, executive and personal assistants, etc.) to ensure that the Estate Plan’s current iteration is in alignment with the Principal’s intention for wealth distribution
  • Complex and unique Estate Plans that have seen multiple Advisors over the years and legacy knowledge may not have been passed down or communicated correctly; a review of documents and directives to ensure consistency
  • Principals and Trustees who understand the necessity and value of offering guidance and support to the beneficiaries in navigating inherited wealth; and believe in educating beneficiaries on the overall Estate so they have a clear understanding of the why and how of the Plan
  •  
Learn More

There is no arbitrary goal that must be met before you or your family are ready for money mentoring.

This is a shame and judgment free zone.

An honest assessment of where you are today, a desire to break old patterns, and dedication are key to your successes – focus on your accountability and your life will be transformed.

Let's do this together

Wealth is the ability to fully experience life.

–Henry David Thoreau

Casey Richter has been helping me navigate my money behaviors and attitudes. The work we do together is beyond simple financial education – she has shown me where I am tripping myself up, and the toxic behaviors that were holding me back.  When I started with Casey, I was making good money but still had tax debt, credit card debt, mortgage and felt overwhelmed and helpless every month. She helped me set up as better system for my business, helped me understand where my money was actually going, and gently guided me out of debt and into wealth.

- PR

It is our choices, that show what we truly are, far more than our abilities. 

― J. K Rowling

Feel empowered and intentional with your money and connected with wealth on a level that feels authentic and inspiring. I want to help you break down old habits and beliefs, create a plan that is achievable, and begin to build wealth that is true to you.

Apply Now