Craft YOUR right-relationship with money

A new way of understanding money in your life.

A new way of Being.

Money coaching and thought leadership for your everyday money life.

“Money shows us where our hearts are,”

— Dick Wagner, JD, CFP®

 

We often get stuck between two extremes: believing money defines everything (including us), or feeling like it’s a burden that gets in the way of "real" meaning.


Neither is true.


We cannot eat money, and we cannot live inside of it. Still, in our modern world, money is a central way we share our capacities, shape the lives we live, and bridge our internal selves with the material world.


In reality, money isn’t about money; it’s about the meaning and value it connects us with. In this light, it is brilliant and beautiful.


I created the Money Value Cycle (MVC)© and Money Breath© as tools to help you navigate these complexities. This unique process is designed to help you reconnect money with your true Self and your invaluable Self-worth — empowering you to recreate a money life substantiated by what you deem priceless.

 

"Because of my work with VitalFinancials,
I can trust myself with money today."
-Stephanie

Our Services

Craft Your Right Relationship with Money

Money Coaching: Philosophy & Process

 

We redefine your daily finances as a vehicle for self-actualization and creating a life of meaning and value.

 

  • The Petite (4–5 Sessions)
    • Our core process gives you total clarity and skills to develop your money's connection with personal meaning and value by viewing your personal financial world through the Money Value Cycle© and Money Breath©. Together, we set you up to continue to use money to cultivate your invaluable Self and what you deem priceless.
    • Individuals • Couples • Circles

 

  • The Preferred (7–8 Sessions)
    • Building on The Petite, we spend 2–3 additional sessions bringing our work to life by creating systems in your daily money flow and numbers that reflect personal meaning and value. We organize the "moving pieces" and clear confusion, setting you up for intentional daily money choices that continue to deepen the integrity of your connection with the world, now and into your future.
    • Individuals • Couples • Families

 

  • Custom
    • If your unique needs don’t fit one of these core packages,
      we’ll create something that does!
    • Individuals • Families

 

Speaking

 

Offer your business or personal community a new way of being and living through this radical new way of understanding money.

  • In my interactive, human-centric talks, we explore how money is not about money, but rather about Connection, and bring "Money as a Human Experience" to life—moving people from confusion and disconnection to empowerment in using money as a vehicle for self-actualization and creating a life of meaning and value.

 

*No Investment Services

Natalie WagnerWillis

Certified Money Coach (CMC)®  

& Thought Leader (Finologist)  

Meet Natalie

A born money coach and thought leader (Finologist), I cannot imagine doing anything else. Truly, this is about making a lasting, positive impact on lives and the world.

 

I believe money is brilliant and can be used for great good—when it supports what's truly valuable and meaningful. My drive for global health in our relationships with money and value is rooted in a deep responsibility to life and Earth, our children, and the call to do right as co-creators.

 
I proudly inherited an eye for the human side of money via my venerated father, Richard (Dick) Wagner, JD, CFP®, the original Finologist. He lovingly opened my eyes to the depths and dynamics of people and money at a young age and showed me the joy of life-changing work with our clients.