When I first coined the term Holistic Wealth after the sudden death of my husband, I had no idea it would grow into a global revolution. I was building a movement long before it became mainstream. I have the receipts – and so do the thousands of people whose lives have been touched by it. After I published a viral article in 2018, over 50 million people connected with it. I wrote a short film entitled The Moments I Miss, released in 2018, sharing my personal story on screen (enacted by Actress Bambi Nothwood Blyth). This wasn’t just a creative project, it was a desire to infuse Holistic Wealth with soul and storytelling.
Back then, I was grieving, raising two young sons, and navigating a world that offered no roadmap for healing—let alone financial survival—with soul and dignity. The tools I needed didn’t exist, so I created them. And with every lesson, I built what would eventually become the foundation of the Holistic Wealth Movement and the Certified Holistic Wealth Coaching Program.
Today, what began as my personal journey has grown into a global certification program with coaches in over 35 countries—empowering others to transform lives from the inside out. I built what would become the first-of-its-kind Holistic Wealth Coaching Certification Program through the Institute on Holistic Wealth – years before “holistic” became a trending buzzword across social media.
What Is Holistic Wealth Coaching?
Holistic Wealth Coaching is a trauma-informed, identity-anchored, purpose-driven approach to life and financial well-being. It is rooted in my Holistic Wealth Method™, which focuses on these essential pillars:
- Financial Independence and Security
- Spiritual Self-Renewal
- Physical and Mental Health
- Purpose, Meaning, and Contribution
Unlike traditional financial coaching that centers on budgets and spreadsheets, Holistic Wealth Coaching addresses the whole person. It helps clients heal from financial trauma, navigate grief and setbacks, reclaim their personal power, and design a life rooted in purpose—not fear.
Why I Created the Certification Program
After my book Holistic Wealth: 32 Life Lessons to Help You Find Purpose, Prosperity, and Happiness was published, readers began reaching out from all over the world. They wanted to go deeper. They wanted a framework. They wanted a way to help others live this truth. Several women came forward demanding a Holistic Wealth Coaching Certification program that addressed the gaps in the financial industry along with practical lessons in financial management that we all encounter.
So I listened—and I built it.
The Certified Holistic Wealth Coaching Program is the very first of its kind globally. The Institute on Holistic Wealth was the very first institution to offer these certification programs to anyone around the world. It teaches coaches how to guide clients using the principles I developed from my lived experience, my research, and decades of working at the very highest levels of public policy and economics.
A Coaching Program Built for the World We Live In
We’re living in a time of chronic burnout, financial stress, and collective grief. Millions are struggling not just with money—but with identity, balance, and meaning.
That’s why I say Holistic Wealth Coaching isn’t just a profession—it’s a calling.
Traditional coaching models are outdated. They ignore trauma. They ignore life transitions. They ignore the full complexity of being human.
Holistic Wealth Coaching fills that gap—and transforms it into a space of healing and empowerment.
Who Can Become a Certified Holistic Wealth Coach?
The Institute on Holistic Wealth has certified Holistic Wealth Coaches from all walks of life and from every industry including, teachers, doctors, lawyers, financial advisors:
- Therapists, life coaches, and mental health professionals
- Teachers, doctors, counselors, caregivers, and other providers
- Financial advisors, accountants, managers, leaders, and wellness practitioners
- Grief coaches, career strategists, and life design experts
- Entrepreneurs from every industry and calling
- People who’ve survived trauma and want to help others heal
Every coach in our network shares one thing in common: the desire to build a life—and help others build lives—rooted in freedom, meaning, and joy.
The Global Impact: What Makes It Revolutionary
✅ Coaches across North America, Australia, Europe, Asia, and the Caribbean
✅ Transforming lives in financial freedom, grief counseling, financial recovery, mental health, and personal development
Our coaches are helping clients leave toxic jobs, recover from loss, escape financial abuse, and build legacies of abundance and meaning. Our coaches are training teens and young people in communities across North America. Our coaches are also building communities across the globe and giving of their time and skills.
This Holistic Wealth Coaching journey has been featured in The New York Times, the New York Observer, Forbes, the Atlanta Journal Constitution, CBC, Harvard Business Review, The Wall Street Journal, and Maria Shriver’s Sunday Paper, to name a few. But what matters most isn’t the press—it’s the people.
1 Billion with Holistic Wealth
I created the 1 Billion with Holistic Wealth movement because I believe that every single person deserves the tools to thrive – not just survive. After experiencing deep personal loss, I realized that true wealth isnt just about money, its about purpose, resilience, and well-being. This movement is about empowering 1 billion people globally to live with intention, design their lives on their own terms, and build a legacy rooted in meaning. Holistic Wealth is a pathway to freedom – and I want to share that with the world.

