Be the Leader of your life and your Family

Authentic leaders can transform wealth into a gift and positively impact the world



There is so much that you can do to nurture leadership, transform wealth into a gift, and positively impact the world.

I invite you to be proactive, instead of reactive.

Wealth can amplify unhealthy dynamics with serious consequences. All too often we are seeing unhappy individuals with missed opportunities to thrive (the affluent experience higher than average rates of depression, anxiety, substance abuse, and delinquency). We see disconnected relationships (tension, resentment, estrangement), contributing to heartbreak and regret. We also see deteriorating resources as they transfer across generations, and when you really take a look at what is happening, you will understand why.

You can experience something different.

I am here to show you how.

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Dr. Katie Spencer

I am a daughter, wife, and mother. I am an entrepreneur, doctor of psychology, and example of how wealth can be a gift that amplifies wellbeing and positively impacts the world.

I am privileged to serve as a guide for individuals and families who are ready step into the role of chief executive officer of their own life and their family.

Read My Full Bio



How It Works


self-Inquiry and Integrated Wellness

Whether you come to us as one person or as a family, we begin with individuals. We begin with a process of self-inquiry and discovery. We proactively assess and address the current wellness of every individual we work to enable their capacity to fully engage in the experience.

Thriving leaders and thriving families both require each person to authentically arrive at their seat around the table.

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Leadership Development

You develop the experiences, competencies, and tools to move you forward on your authentic leadership journey. This process is unique to the goals you have identified as an individual or as a family. Regardless, the process emphasizes experiential learning and coaching.



Nurture the skills, practices, and connections you have developed. Integrate your experience and maintain progress toward your goals.

Our goal is for you to feel empowered and capable to navigate forward independently.

By the end of our time together we will be part of your support system. You can trust that we will be here to support you when you need us.



“In our short time working together, Katie has helped me turn my life around. With Katie’s guidance, I have been able to make some big steps in my career. She has helped me redefine my idea of success, through setting goals and monitoring progress. She is passionate, kind, motivative, and flexible in her coaching, and makes sure that we use the time how I need that week. I can’t wait to see what the future holds.”

Empowerment Coaching Client

“Katie leads from her heart combining personal experience with in-depth expertise in family wealth dynamics.  She did her homework to craft an interactive and engaging retreat experience that was very well-received by our members.  Her content and delivery style on stewardship and communication with family hit the mark for our peer learning community of very successful entrepreneurs and wealth creators.”

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“Getting my Dad to agree to do Real Colors was not easy and he had it in his mind that it would be a waste of time (by the end he was probably the one who enjoyed it most).  It did not take long for everyone to start enjoying the activity. Real Colors taught us about ourselves as well we each other. Even as a close-knit family, Real Colors broke down preconceptions we had of each other and allowed us to see one another in a new way. We learned how to communicate with each other better as well as listen and communicate to others outside of our family. This has come in very handy for both my brother and me in interviews as well as workplace relationships and communications.”

My entire family left that day feeling a lot closer and them we understood each other much better than before. For several weeks after, my Dad told pretty much everyone how cool it was and all about what he had learned. My parents still talk about how great of an experience it was. Katie did a great job bringing my family together and teaching us all valuable interpersonal skills.”

G2 Family Member

 “In my years of working with Katie, I’ve been impressed by her ability to see the big picture all while paying attention to the important details that matter. She tackles large projects in a gentle, consistent manner; knowing that incremental changes and improvements in a target direction are the keys to making a positive impact. Katie naturally combines her tenacity and perseverance with her extensive experience and education to make her a polished gem to work within any capacity. I enjoy every opportunity I get to work with Katie.”



Transform wealth
into a gift through authentic leadership

which will facilitate Individual, relational,
and financial wellbeing

When individuals authentically lead their own lives, amazing things happen. Individuals who are empowered in this way are able to healthily integrate wealth into their identity and relate to it as a gift that facilitates wellbeing and positive impact.

You can transform your family into its own C-Suite; a group of authentically empowered leaders who, together, can accomplish incredible things with ripple effects that change the world around them.

Be the leader of your own life.

Be the leader of your family.

Act now.


Start Today and Maximize your impact

Family Discovery Process

This is your first step. The only commitment you are making is to learn more about what might support you and your family as you navigate the wealth landscape.

Next-Generation LEadership Development Program

A six month re-boot and ramp up helping tomorrow’s leaders (let’s be honest - TODAY’S leaders) seize their full potential.


i offer Next-Generation and Family Consulting


Schedule A Free Consult
to learn more