WealthShift™: The Course

Awaken the Wealth Within You

WealthShift™ is designed for successful professionals who struggle with financial management despite their high earnings.

If you find yourself constantly battling financial stress, overwhelmed by money matters, or facing negative consequences due to financial mismanagement, WealthShift™ is the solution you've been seeking.

This course will empower you to break free from harmful money beliefs, gain clarity on your financial situation, and equip you with a personalized budgeting philosophy to secure your financial future.

Click below to preview two segments of the WealthShift™ course:

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Say hello to your instructor

Buy WealthShift Now

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.

FAQs

  • Especially for you. WealthShift™ is designed for high earners who are tired of feeling broke despite their income.

  • Generic programs teach tactics. WealthShift™ addresses the psychology behind why smart people make dumb money decisions. That's why the changes stick.

  • No. The best time to build wealth systems is when you're financially stable but know you could be doing better.

  • 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.

  • 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).

  • Here'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.