Why WealthShift Works
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 at the last minute—became the foundation of everything I teach today. 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.
Through that experience, I learned that I could turn inward and play victim, or I could get ruthlessly resourceful and figure it out. I chose the latter.
The habits that emerged:
Obsessive tracking: When survival depends on every dollar, you count every
dollar...but 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 classroom theory. The challenges forced my immediate and lasting mindset shifts that inspired change and spurred drive to achieve financial wealth.
Through countless setbacks and mistakes that would come in later years: everything from unexpected VA education funding cuts, job losses, failed startups, medical emergencies, and many others—I've weathered it all while still building substantial wealth.
This didn’t happen on accident and it wasn’t despite my financial challenges...but 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, and senior consultants I work with aren't broken—they're just caught in patterns that keep wealth from sticking.
What my hard-earned experience means for you or your team:
ICF PCC-certified executive coach with 2,000+ hours: I understand how high performers think and what actually creates lasting behavior change.
Hogan Assessment certified: I connect your personality drivers to your money patterns, so you stop repeating the same financial mistakes.
Former Naval Officer: I bring military-grade discipline and systems thinking to wealth building—no fluff, just frameworks that work.
17+ years Leading Top Achievers: I've seen every excuse, pattern, and breakthrough—I know what works and what doesn't.
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.
Are you ready to get to work?
Get the WealthShift™ standalone course for $197:
FAQs
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Especially for you. WealthShift™ is designed for high earners who are tired of feeling broke despite their income.
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Generic programs teach tactics. WealthShift™ addresses the psychology behind why smart people make dumb money decisions. That's why the changes stick.
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No. The best time to build wealth systems is when you're financially stable but know you could be doing better.
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Each module takes 45-90 minutes. The entire course can be taken in one day, while the implementation of what is learned may take longer (think a few more weeks). Most clients complete the course in 2-4 weeks, but you can go at your own pace. You will also have lifetime access to the course, so you can always refer back to what you have learned.
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Good. Skepticism means you're thinking critically. That's exactly the mindset that succeeds with WealthShift™. Plus, there's a 30-day guarantee (see below).
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IHere's the reality: my clients aren't actually broke—they're high earners who feel broke because their money disappears despite making a great income. There's a big difference.
If you're truly struggling to pay for basic necessities, WealthShift isn't for you right now. But if you're making six figures and wondering where it all goes, if you're stressed about money despite your success, if you're avoiding your bank account—then you're exactly who this is designed for.
Think about it this way: $197 is less than what most of my clients spend on a single dinner out. It's a fraction of what they'll drop on a weekend getaway they'll forget about in six months. But the systems you'll learn in WealthShift? Those compound for decades.
The cost of NOT fixing this is enormous.
WealthShift isn't an expense—it's the lowest-cost, highest-impact value investment you can make in your financial future. And frankly, if $197 feels like too much to invest in finally getting your money right, that might be exactly why you need this program.
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The Self-Paced Course gives you the complete WealthShift™ framework — eight modules that teach you how to align your money mindset with sustainable wealth systems, supported by the Roadmap Workbook for hands-on implementation.
The Deep Dive Coaching Suite includes everything in the self-paced course plus two private 1:1 sessions with Katie and a full Hogan Assessment and debrief, allowing you to connect your behavioral patterns directly to your financial systems. It’s the personalized, accelerated path for those who want targeted feedback, accountability, and faster results.
Meet Katie
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.
Contact us
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