a wealth creator, entrepreneur, CPA, money mentor, and family wealth faciliator – dedicated to helping define, sketch out, and achieve your wealth potential.
I know what it feels like to feel insecure around money. I also know how to change and become enpowered with money.
It took me another 3 years to believe that my unique version of wealth was worth pursuing.
Life is of our choosing and with thoughtful and authentic choices around money, true wealth will follow. I’m passionate about teaching others about money and wealth and doing it at a deep spiritual level. I love helping people discover a relationship with money that is fulfilling; it just takes a conscious decision to focus inwardly and act on their authentic expression of wealth.
People that meet me say that I am a healer. They also can’t believe I am a CPA. As a CPA, I tried to be normal and take the traditional route. It was like putting a square peg in a round hole – desperately trying to find my purpose – Big 4, start-ups, consulting, private firms, family office, tax prep, traditional Accounting – you name it, I probably tried it. I moved jobs and locations so many times, trying to find my place.
I always felt I was meant to make a broader impact in the World, and touch more people’s lives in a positive manner. By chance, I started helping friends and clients with their personal struggles with money behaviors and building wealth. It took me another few years to realize that I had found my gift – a blend of my practical CPA knowledge and an innate ability to help people through their struggles with money.
I didn’t understand it; therefore, I avoided it.
When I had an unpleasant experience with a financial advisor early in my 20s, the volatility of the stock market put me further into paralysis and avoidance.
I was operating from a place of fear for so long and didn’t realize it until too many years later (and missed positive returns in the market). I set out to change my energy around investing, and pretty quickly found an investment advisor I felt comfortable with and trusted. When the student is ready, the teacher will appear. This investment advisor was patient, kind and showed me the joy of compound interest in the returns he achieved in my portfolio. As I went through this experience, it became very clear that there is more to wealth accumulation than just budgeting and investing, and I set out to teach others from my mistakes, fear, and ignorance.
Blending intuition, wealth mentality, and financial literacy to bridge the gap between where you are and where you want to be. Using tools and practices aligned with your personality and values, created to elevate your experience with money.
Personal wealth coaching is designed for those who are:
Crafting an Estate Plan that honors the intention of the Principal while educating, empowering and motivating beneficiaries is the next iteration of private wealth services. Ensuring that your team of advisors communicate and collaborate so that each element of the Estate Plan can come together successfully as a whole.
The Generational Wealth service is designed for multi-generational families who are:
Casey has been life-changing for me. Her firm, yet non-judgmental approach has helped me increase my net worth by 10x and finally have ownership over my finances. She is far beyond a “money coach” or “CPA”, she truly is your advocate. She has sat down with me during meetings with my CPA, investment advisor, and other professionals – and has made sure I completely understood the context and content of all those conversations. I now perform my own check-ins on credit card and bank activity – something I was petrified to do before. I am so grateful for all of her help.
I was looking for a person who could coordinate our family wealth, and relate to our large and blended family, who together are beneficiaries of my estate. Casey Richter has more than delivered. Casey built confidence, respect, and trust with each family member. Not only has she demonstrated care and integrity with the family, but she has done the same with all of our estate professionals, which includes investment advisors, family office representative, CPA, and estate attorney. She also has become a leader in my estate team, and, in doing so, she has remained an ideal team.