Connection is your capital

navigate the complexities of wealth with greater success and stronger connection



There is so much that you can do to deepen your connection with your children and transform wealth into a gift for future generations.

I invite you to be proactive, instead of reactive.

Be alert to the problematic dynamics that wealth tends to amplifiy. All too often we see the negative consequences of unhappy individuals (the affluent experience higher than average rates of depression, anxiety, substance abuse, and delinquency); disconnected relationships (tension, resentment, estrangement); and loss of resources as they transfer across generations.

You and your children can
experience something different.

I am here to show you how.

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Katie Spencer

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

I am privileged to serve as a guide for families who are ready for support on this journey.

Read My Full Bio



How It Works


Your Family Map

Create a map of your family system to understand individual and relational dynamics, needs, and goals.

tools to navigate wealth

Develop the experience and tools to achieve your goals as individuals and as a family.

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enjoy the journey

The journey does not have to be a struggle. You will enjoy each other and have fun as you prepare to navigate the future complexities of wealth.



“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

that facilitates Individual, relational,
and financial wellbeing

Act now.

Put your devices away, have undistracted conversations, loosen your expectations, and nurture your loved one’s strengths and passions.

When you are ready for outside support: I offer consulting and holistic wealth coaching to prepare you and your family for the journey ahead.

Holistic wealth coaching: I work through a comprehensive lens of wellness, viewing every individual as part of their family system and every family system as a combination of its unique individuals. I serve as a conductor of sorts, guiding different pieces of an orchestra toward an integrated experience.


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.


A luxury getaway with immediate results. You develop the experience and tools you need to navigate the complexities of wealth together. The advanced year-long retreat process is encouraged.


i also offer Holistic Wealth coaching


Schedule A Free 30 minute Consult
to learn more