Cultivating right-relationship with yourself around 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.

 

Our Services

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 explores Natalie’s philosophies and uses the Money Value Cycle© and Money Breath© to give you total clarity on your money in connection with personal meaning and value. Our work sets 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 through systems in your numbers and daily money flow 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 in your future.
    • Individuals • Couples • Families

 

Speaking

Bring "Money as a Human Experience" to your community. I offer radical, human-centric talks that invite groups to reorient and transform their relationship with money—moving 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)  

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.