Our wealthing journey will be about a fulfilling life, financial independence, and a positive legacy…

  • challenging

    Our initial sessions will be dedicated to openly assessing your current wealthfulness levels. In the next ones we will be creating an initial wealthcare map to navigate you in exploring and discovering your current vision of wealth and its future.

  • practical

    Everyone has pain points when it comes to wealth. I’ll work closely with you to help identify your triggers and navigate towards solutions — both in the classical domains of finance and the meta-domains of the irrational and immaterial.

  • inspiring

    Achieving wealthfulness is more than wisdom and luck. I’ll guide you towards supporting tools such as purposehood engineering, behavioral and financial planning, body-mind practices, community engagements, impact, and more.

How you’ll feel:

more confident and clearheaded, with increased energy and deeper sense of fulfillment and joy of life.

BOOK YOUR wealthing welcome session

  • Clarifying and expanding wealthfulness assessment, insights, and related readings

  • Values-aligned wealthcare plan to navigate towards your present goals and legacy

  • Emotional and intellectual guidance and support via messengers and email

  • Helpful tools, tips, and tricks for your unique wealth situation and future

Curious for more?

is there a methodology behind the wealthing journey?

Yes, the Wealthing Journey is built on a well-grounded cross-disciplinary methodology that combines principles from financial planning, behavioral finance, and personal development.

Our approach adheres to recognized financial planning certifications, ensuring our advice is grounded in proven financial principles. We incorporate insights from behavioral finance and financial therapy, overcoming common psychological barriers to saving, investing, and spending wisely.

Additionally, personal development strategies align financial goals with personal values and aspirations, ensuring the financial. dimension of your wealth supports your overall happiness and fulfillment.

Is the wealthing journey build as a coaching or a mentoring?

The Wealthing Journey is built as an integrated combination of both coaching and mentoring. Here's what you can expect:

  • Coaching: We provide personalized guidance to help you identify and achieve your wealthfulness and Return on Lifetime (RoLT) goals. This includes creating a tailored wealthcare plan, developing RoLT budgeting and saving strategies, and supporting you in navigating through related financial and investment choices. Our coaching approach focuses on empowering you with the skills and knowledge to make informed wealth-related decisions and take actionable steps towards a balanced wealthy life.

  • Mentoring: We also offer mentorship by sharing our expertise and experiences to help you navigate your Wealthing Journey. This involves providing insights into life- and wealth-defining behaviors, aligning your financial goals with personal values, and supporting your long-term wealthfulness balance. Our mentoring approach aims to inspire and motivate you by offering practical advice and real-life examples.

can i get some recommendations about your work and its results?

Yes, we have clients who have achieved inspiring results through the Wealthing Journey. Due to the highly tailored nature of our service and the enhanced privacy of our clients, we provide detailed recommendations and testimonials upon request. If you are interested, we can connect you with our clients after signing a Non-Disclosure Agreement (NDA).

what exactly will i get after my First 2-3 sessions with you?

After 2-3 Wealthing sessions, you will gain:

  • Personalized Wealthcare Assessment: a tailored description of your Wealth Avatar with a scorecard outlining your current Wealthfulness dimensions list and status

  • Wealthing Map: a map of your priority wealthfulness dimensions, related wealth goals and specific steps to achieve your objectives.

  • Wealth Pattern Insights: Understanding your relationship with money and demystifying your financial choices and behaviors; acquiring first tips to improve financial decision-making and balance spending and investment habits.

    what could be the next 3-5 sessions targeted at?

  • Wealth Mission and Goals Setting: Clear long-term and short-term set of Return on Lifetime (RoLT) goals aligned with your current personal values and aspirations.

  • Return on Lifetime (RoLT) budget and savings strategy: Detailed wealthfulness budgeting advice and strategies to amplify RoLT and manage misbalances effectively.

  • Wealthing Journey Resource Access: Additional educational, experiential, lifestyle, business or community impact tools, resources, and materials to support your ongoing wealthcare journey.

    Given that you are not regulated like doctors, lawyers, or bankers, how can I be assured that your service is legitimate and safe?

    We understand the importance of trust and assurance when choosing a service in such a sensitive domain of life. While we are not regulated like certain professions, we have extensive experience in these fields and adhere to stringent ethical guidelines and industry top best practices.

    Our methodologies are transparent and designed to prioritize your safety and confidentiality.

    To further ensure your confidence, we offer detailed information about our approach and can provide references from satisfied clients.

    Additionally, we are happy to facilitate direct communication with our clients after the signing of a Non-Disclosure Agreement (NDA). Your trust and security are our foremost priorities.