It’s time to feel empowered by and intentional with your money, to connect with wealth on a level that feels authentic and inspiring. It’s time money fills your cup and supports the life of your dreams.
There is a path to wealth for you, a new way of being with money. It will be like a journey to the top of a mountain. You may stumble and fall, you make take a wrong path. I will be there to lift you up and put you back on the right path. It may feel like you will never reach the top. You will though, I promise. And when you do, the view will be totally worth it.
Private wealth mentoring is customized to your situation and values. Wealth creation is a process unique to every person. What works for one person, may not work for you.
The success of one-on-one mentoring is dependent on your commitment to showing up and consistency in doing the work. It is an investment in yourself and I have found that it is typically a 6-month relationship, but can be more or less depending on your progress and needs.
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. .
You will be asked to fill out a brief questionnaire. Please take a moment and be thoughtful in your responses. It will allow me better understand your situation and determine how I can help you. We will review the answers to the questionnaire in our consultation call to determine if working together is the right fit.