Helping wealthy families Thrive


Ask yourself:

At the end of the day, will your wealth be determined by how much you accumulated or the connections and purpose that you experienced along the way?

Wealth is an amplifier.

Whatever is happening in your individual life and in your family, wealth will amplify it. Once you recognize this reality, Northbound helps you shine the spotlight on authentic passion, purpose, and strength. Transform wealth into a gift that enables each of your to live your legacy each and every day.

Amplify this, and you will also amplify wealth.

“Two roads diverged in a wood…and I — I took the path less traveled by, and that has made all the difference”

The well trodden path of the affluent is characterized by: unfulfilling, unreasonable expectations; belief in scarcity; the business of busy-ness; unintentional disengagement; isolation and disconnection; and frightening rates of mental health disorders, substance abuse, and random acts of delinquency. It is a path of deteriorating relationships and resources; missed opportunities to experience connection and fulfillment; smaller and eagerly forgotten footprints.

The first step is the missed step

Join us on the path less traveled

Join us on the journey Northbound, and take the first step that is so often missed: Understand and authentically connect with each unique individual at the table. Nurture your family like an aspen grove with strong, connected roots, and flourishing individual trees.

Back up from the conversations about money. Wait, what?! Back up from the shared family values, vision and mission statements. Oh my!

You want to go North toward the mountaintop, but first you need to get a compass and to figure out what North actually is - for each of you. You will get the view from the top, if you start at the beginning.

Invest in the power of showing up - for yourself, and for each other. Support yourself and your loved ones to find their inner compass and move Northbound.



When it’s over, I want to say all my life
I was a bride married to amazement.
I was the bridegroom, taking the world into my arms.

When it’s over, I don’t want to wonder
if I have made of my life something particular, and real.

I don’t want to find myself sighing and frightened,
or full of argument.

I don’t want to end up simply having visited this world. 
– Mary Oliver

Katie Spencer Headshot.jpg

Dr. Katie Spencer

I am a daughter, wife, and mother. I am a doctor of psychology, beneficiary of nature, entrepreneur, and proud example of how wealth and power can amplify meaning and positively impact the world.

Two of my guiding truths: the only thing we can hold certain is that everything will change, and the only meaningful way to navigate this journey is to live in authentic connection with ourselves and those around 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.”

Tiger 21 Chair

“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.”



Schedule A Consult