“My Financial Affirmations”


RECEIVE money with integrity,
competency, dignity, grace, and joy.

GIVE of my financial resources
with moxie and momentum.

GROW, protect and nurture my financial
life with diligence, wisdom, and care.

SPEND money within safe bounds
and joyful intention.


For a downloadable version of “My Financial Affirmations”, please click here.


Live Learning Opportunities


Financial Wellness In The Workplace

Women & True Wealth

Financial Fingerprints To Footprints

Embark on your personal “Journey of Financial Health™.” This year long adventure starts with exploration. We will get acquainted, learn about your needs, aspirations and concerns. We will share our process and determine a direction for our time together.


To learn more about your personal Journey of Financial Health™,  click here.


Navigating Your Financial Iceberg

What sunk the Titanic? It was not what the captain had his eye on – the part of the iceberg above the water. So it is with our financial lives. People spend a lot of time focusing on the talking heads in the media, what the market is doing and how their portfolios compare to the benchmarks. Yes, these things are important, but not the only thing to pay attention to.


What will create holistic financial health are all the components that are “under the water line.” What will keep your ship sailing in the direction that you intentionally set? At Wealth By Design, we want to walk alongside you to look at your whole landscape and navigate life’s waters, with the challenges and opportunities that inevitably cross your path.

What does the Iceberg look like?