Conscious Wealth®
Imagine being able to talk with the closest people in your life about important money topics without tension, discomfort, or drama. Everyone constructively shares how they feel and each conversation is productive, respectful, and harmonious.
At Conscious Wealth, we use an integrated approach to help families, business partners, and individuals have candid conversations about money — and help them move past blocks to having these important discussions. Think of it as an intimate gathering mixed with professionally facilitated conversations around wealth planning that cultivates wellness, mental health, and spirituality.
The Philosophy
Conscious Wealth is a philosophy that emphasizes using wealth purposefully for personal fulfillment and positive societal impact. Our professional coaching promotes an integrated approach, focusing on expansive thinking, connection, perspective, spirituality, wellness, and holistic health, rather than just financial gain.
Expansive Wealth
Refers to a broad and inclusive understanding of wealth that goes beyond financialabundance to include emotional, intellectual, spiritual, and relational richness.Expansive wealth emphasizes the value of diverse aspects of one’s life andcommunity, nurturing growth and abundance in all areas.
- lONG-TERM MINDSEt
- EMBRACE ABUNDANe
- pRACTICE GRATITUDe
Perspective
How individuals view their wealth and resources. It encourages seeing wealth not just in monetary terms but in terms of opportunities for personal growth, contributing to societal improvement, and fostering environmental sustainability. It also involves being aware of one’s own biases and the broader impacts of one’s financial decisions.
- iNDIVIDUAL RESPONSIBILITy
- fAMILY PERSPECTIVe
- faith
Holistic Health
Ensuring that wealth contributes to the complete physical, mental, emotional and spiritual well-being of an individual and their community. It supports the notion that true wealth includes living in a state of health that enables joy, productivity, and satisfaction in various aspects of life.
- mental
- physical
- iNTEGRATIVE MEDICINe
Connection
The quality and depth of relationships with others and the environment. It includes fostering strong, supportive, and reciprocal relationships that enhance communal wealth and individual fulfillment. It also stresses the importance of being connected with one’s values and actions when managing and accumulating wealth.
- aDVENTURE TOGETHEr
- PHILANTHROPY/VOLUNTEer
- cONSCIOUS BUSINEss
Expansive Wealth
Refers to a broad and inclusive understanding of wealth that goes beyond financial abundance to include emotion, intellectual, spiritual, and relational richness. Expansive wealth emphasizes the value of diverse aspects of one’s life and community, nurturing growth, and abundance in all areas.
- long-term Investing'
- EMBRACE ABUNDANce
- pRACTICE GRATITUDe
Perspective
How individuals view their wealth and resources. It encourages seeing wealth not just in monetary terms but as opportunities for personal growth, contributing to societal improvement, and fostering environmental sustainability. It also involves being aware of one’s own biases and the broader impact of one’s financial decisions.
- purpose
- Family/Community Perspective
- faith
Holistic Health
Ensuring that wealth contributes to the complete physical, mental, emotional, and spiritual well-being of an individual and their community. It supports the notion that true wealth includes living in a state of health that enables joy, productivity, and satisfaction in various aspects of life.
- Mind
- Body
- Integrated Wellness
Connection
The quality and depth of relationships with others and the environment. It includes fostering strong supportive, and reciprocal relationships that enhance communal wealth and individual fulfillment. It also stresses the importance of being connected with one’s values and actions when managing and accumulating wealth.
- aDVENTURE TOGETHEr
- PHILANTHROPY/VOLUNTEer
- cONSCIOUS BUSINEss
The Process
At Conscious Wealth, our coaching prioritizes the process above all else. It empowers us to establish a robust foundation and sustain our growth. While we tailor each engagement with families to their unique needs, we always adhere to our established process. The process allows multi-generational families to redefine generational wealth.
The Outcome
Our comprehensive services provide tailored estate plans, strategic philanthropy plans, and personalized investment strategies that align with your investment philosophy, values, and vision. Engage with us to enhance family dynamics and personal well-being, unlocking the full potential of your wealth. Thrive, transform, and build a meaningful legacy with every strategic step we take together.
Hover to Align
Smith Family Investment Philosophy
Investment Strategy
The Smith Family Estate Plan
Philanthropy Plan
Values and Vision
Next Generation Education
Family Statement of Values
Business Succession Plan
Individual's Vision
The Smith Family Estate Plan
Investment Strategy
Philanthropy Plan
Values and Vision
Next Generation Education
Business Succession Plan
Family Statement of Values
Individual's Vision
Smith Family Investment Philosophy
TRANSFORMING MONEY INTO JOY!
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