You’re Too Good to Not Be Financially GREAT
So why does money still stress you out every month?
Stop trying to “out-earn” your bad habits. Start keeping what you make.
For High Earning Professionals:
Finally, Wealth That Matches Your Success
You command six figures. You're respected in your field.
But privately? Money still stresses you out.
You're tired of living paycheck to paycheck on a high income.
Tired of having "nothing to show for it" despite working incredibly hard.
Tired of feeling embarrassed when the topic of investments comes up at dinner parties.
Here's the truth: Making more money won't fix this.
Until you address the behaviors and beliefs driving your financial chaos, the same patterns will repeat—just with bigger numbers.
What WealthShift™ Gives You
Immediate Relief: Stop the money stress that follows you home, interrupts your sleep, and creates tension in your relationships.
Sustainable Systems: Build frameworks for saving, investing, and spending that actually work with your lifestyle—not against it.
Quiet Confidence: Know exactly where your money is, where it's going, and how it's growing. No more avoidance, no more shame.
Real Wealth: Shift from "looking rich" to being wealthy—calm, intentional, and financially secure.
Work with WealthShift™
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Individual Solutions
Stop feeling broke on a high income.
Start building wealth that lasts and makes sense on your terms.
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Enterprise Solutions
Your greatest investment is your people.
Turn your workforce’s financial stress into financial confidence.
Why WealthShift™ Works and What’s In It For You
Because Financial Betrayal Forged My Foundation...and My Resilience
At 18, I learned the most important money lesson of my life:
No one was coming to save me.
What started as a crushing disappointment - watching my college funding evaporate - became the foundation of everything I teach today.
At that moment, I could turn inward and play the victim, or I could get ruthlessly resourceful and figure it out. I chose the latter.
That moment, and what came after, forced me to develop the exact systems and mindset that would later help me build wealth and coach hundreds of high earners to do the same.
The habits that emerged:
Obsessive and intentional tracking: When survival depends on every dollar, you count every dollar...not from a lens of “saving” but rather a lens of “growing”
Automated minimums: Even in the leanest years, I never stopped paying myself first (4-5% minimum, now 25-30%)
Multiple defense layers: Never rely on a single point of financial defense
Unshakable confidence: Every setback became proof I could figure it out
This wasn't just theory. Through countless setbacks and mistakes that would come in later years: unexpected VA education funding cuts, job losses, failed startups, medical emergencies, and many others—I weathered it all while still building substantial wealth.
This didn’t happen on accident and it wasn’t despite my financial challenges. Rather, those financial challenges influenced and taught me how to think about and embrace money.
Today, I use these same principles to coach high-earning professionals who are fighting their own version of financial stress despite their success.
The luxury real estate agents, corporate lawyers, senior consultants and executive leaders I work with aren't broken—they're just caught in patterns that keep wealth from sticking.
Bottom line: I've lived the financial stress that comes with high performance. I've built the systems that create lasting wealth. WealthShift bridges both—it's psychology and strategy combined into a framework that actually works.
Ready to stop the cycle? Get the WealthShift™ course for $197
Adrian Scurtu, Partner, Manning Silverman & Company
Chicago, IL
“Motivating, thought provoking, and also funny! Katie shows that she’s an expert in her field and has a passion for helping business owners. She has a way of getting everyone around her excited about taking control of their finances…her audience leaves with valuable and practical steps to take to improve their financial lives.”
Tom Kolicko, Founder & CEO, Traverse Image
Boulder, CO
“There are no accidental millionaires…your guidance has been invaluable in helping me grow and optimize my business operations.”
Katie is an ICF-PCC certified coach specializing in executive leadership development, team facilitation, and organizational effectiveness. She partners with professional services firms, business leaders, and high-performing teams to drive strategic growth, enhance collaboration, and improve leadership impact.
Beyond leadership development, Katie advises professionals and business owners on financial empowerment within their organizations—helping them make informed, strategic decisions that drive profitability and long-term stability. She integrates financial acumen into leadership coaching, ensuring executives and teams are equipped to manage resources effectively and align financial decisions with business objectives. Her flagship financial program, WealthShift, was designed to support and grow talented leaders beyond the boardroom and into their personal financial lives.
A former Naval Officer, Katie brings a disciplined, results-oriented approach to her work, grounded in accountability, operational excellence, and a commitment to driving measurable outcomes. Her expertise in leadership strategy, team dynamics, and executive coaching makes her a trusted partner for organizations looking to strengthen their leadership pipeline and accelerate business performance.