Holistic Financial Health

Empowering you to build lasting wealth.

Image by Joanna Halpin

Wealth Healer is here to help communities bridge financial knowledge gaps and achieve financial independence and generational wealth — no matter your starting point. 💸

At Wealth Healer, we offer a holistic approach to financial health, designed to help you cultivate both wealth and well-being.

WHAT WE DO

  • We can support you as a part-time executive financial leader, providing strategic guidance, oversight and management over your company’s finances at a fraction of the cost of a full-time, senior-level hire.

  • Our monthly financial wellness workshops are thoughtfully crafted to empower you towards financial harmony. Join one power hour session per month for valuable lessons and healthy wealth perspectives.

  • Transform your finances with personalized, holistic planning. If you’re an employee, someone with a side hustle, or a full-time entrepreneur, sign up to improve your wealth and wellness for personal and/or business finances.

  • Build financially healthy teams: educate and empower your employees or students to improve their financial literacy and relationship to money. Book us to lead a talk, panel or workshop for your business or school programs.

WEALTH + WELLNESS = FINANCIAL HARMONY

We partner with you to develop clarity and confidence in your financial life.

FOR ENTREPRENEURS

FOR SMALL BUSINESS OWNERS

FOR EDUCATORS

We start by understanding your financial goals and values, then tailor our guidance to your specific needs. With a foundation in practical support and educational insights, we offer the tools to help you manage, grow and feel at peace with your finances. Our collaborative approach means you’re never just following instructions—you’re building lifelong financial skills.

HOW WE WORK

TRUSTED BY

Havas Health & You

Pure Storage

Lumin

Yoshida Academy

The Latinista

WellWell

Havas Health & You — Pure Storage — Lumin — Yoshida Academy — The Latinista — WellWell —