77% of people globally report feeling burnt out (Microsoft Work Trend Index, 2025).
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Toggle1 in 2 adults say they’re living paycheck to paycheck despite working full time (CNBC, 2025).
Over 70% of Gen Z say they feel anxiety about their financial and emotional futures (Deloitte 2025 Global Gen Z Report).
And 64% of women say they’ve never been taught how to define success in a way that aligns with their values (Institute on Holistic Wealth Study, 2024).
Over 5000 women have taken the Personal Financial Identity quiz on the Institute on Holistic Wealth website, revealing powerful patterns in how individuals relate to money and decision-making. The most common Personal Financial Identity among quiz takers? The Minimalist and the Anxious Spender (Institute on Holistic Wealth Study, 2024).
As the original creator of the Holistic Wealth framework, I’ve coached thousands through personal and professional transitions—using a method I developed from deep personal loss and healing.
A Holistic Wealth Reset isn’t just about your finances. It’s about your entire life ecosystem. It’s a guided process to:
Reconnect with your values and purpose
Set boundaries that protect your energy and peace
Audit your financial decisions through the lens of meaning
Reclaim your time from obligations that drain you
Realign with the vision of who you truly want to be
And it starts with one courageous decision: to stop numbing and start noticing.

Here are the 5 core steps I outline in the episode:
The Personal Identity Audit
– Who am I at my core, and how does my identity shape my decisions?
The Alignment Inventory
– What areas of my life are out of sync with my values and purpose?
The Emotional Spending Cleanse
– Where am I using money to self-soothe or prove my worth?
The Time Freedom Reclaim
– What relationships, routines, or roles are draining my energy?
The Vision Reset
– What does success look and feel like for the version of me I’m becoming?
This isn’t just coaching. This is deep transformation. Download the FREE Holistic Wealth Reset Checklist on the Institute on Holistic Wealth website.
The Holistic Wealth Reset is more than just a podcast episode—it’s part of a worldwide movement – the 1 Billion with Holistic Wealth mission.
The Institute on Holistic Wealth now has Certified Holistic Wealth Coaches in over 25 countries. Every year on April 9th, we celebrate Global Holistic Wealth Day, uniting individuals and organizations under a bold mission:
1 Billion People Living With Holistic Wealth by 2030.
If you’ve felt like your life doesn’t belong to you anymore…
If you’ve been measuring yourself by outdated definitions of wealth and worth…
If you’ve been holding your breath, waiting for “someday”…
Let this be your reset.
You don’t need permission to change your life.
In this transformative episode, I walk you through:
A guided audit of your mental, emotional, financial, and spiritual health
Why resilience is more than bouncing back—it’s about bouncing forward
The toxic money habits and money trauma holding women back (and how to break them)
How to apply the Holistic Wealth Method™ to your real life
Why now, more than ever, we must reframe wealth as a daily practice—not a distant goal
This is not just a listen—it’s a personal check-in, a soul deepening, and a quiet revolution you begin from within.
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