ABOUT ME:
A MOTHER
The mothering of my children has been the ultimate guidepost for me in discovering what true abundance is.
AN ABUNDANT WOMAN
Feminine power guides my work, as I believe that women possess a unique ability to manifest wealth by giving our unique gifts to the world.
A RADICAL PROFESSIONAL
Blending high-impact financial guidance and spiritual work, rooted in practical systems and radical responsibility
I am:
Katie Rose, daughter of Carolyn Elaine, daughter of Olinda Anna, daughter of Henrietta Dorothea, daughter of Margareta.
a financial nerd + spiritual seeker
a Gemini
a Manifesting Generator
a Mother of three
Happily divorced and re-partnered
Living sandwich-generation life
a Lover of rabbit holes
Currently obsessed with: ancestral eating, mineral balances, creating women's circles, perfecting my bone broth recipe, getting to know my twin daughters, and watching my son become a brother.
In 2005, I began my finance career in hedge fund research, exploring opaque investment strategies and embarking on exciting research trips. However, my desire to serve a broader clientele beyond the ultra-rich led me to shift my focus in 2012. As an advisor, I discovered my true passion: helping individuals forge healthy relationships with money.
Over the years, I have assisted more than 400 families, attracting successful women to my practice. Collaborating with high-earning, millionaire women, I bring organization and clarity to their lives, empowering them to achieve financial freedom. This fulfilling journey prompted me to establish my own practice in 2021, granting me the freedom to serve on my terms.
Today, my practice has evolved into a prosperity journey alongside women and families. Together, we define their ideal lives and money goals, and I provide the tools and guidance to make them a reality. Whether clients have already achieved financial success or are just starting, I offer comprehensive support at any stage of their prosperity trajectory.
WHEN WOMEN AND FAMILIES ARE PROSPEROUS
Children have brighter futures.
Lives truly change for the better.
Generational patterns break and form anew.
