Explore real money stories and learn valuable financial lessons.
Discover the journey that led to the creation of WealthShift.
Gain access to expert tips and strategies for financial success.
About WealthShift™
You’re Too Good to Not Be Financially GREAT. Learn more about the WealthShift™ origin story. Download Katie's money journey here. Discover the insights, tips, and strategies that can help you achieve financial success.
%20(1).png){kind=spacer}
About Katie
Katie is an ICF-certified coach who specializes in helping successful professionals and entrepreneurs in high-end industries transform their relationship with money. Her financial expertise, honed through career pivots and personal experiences, allows her to guide clients toward strategic wealth management and growth. Having made—and learned from—many financial mistakes herself, Katie is passionate about teaching others how to take ownership of their money stories, empowering them to build lasting financial success.Through her WealthShift YouTube series, Katie shares actionable insights on wealth building, luxury consumption, and high-net-worth lifestyle philosophy, offering her audience practical tools for financial empowerment. Her strong financial savvy helped her not only weather but thrive through each career transition, giving her a unique perspective on the challenges and opportunities faced by professionals in fast-paced industries.
What People Are Saying
Discover how others have benefited from WealthShift frameworks.
"There are no accidental millionaires. Katie's exercise of showing us how to calculate compound interest was eye-opening and showed us exactly what we need to invest and how often to grow the retirement we want."
Boulder, CO
“Katie shows that she’s an expert in her field and has a passion for helping business owners. She has a way of getting everyone around her excited about taking control of their finances…her audience leaves with valuable and practical steps to take to improve their financial lives.”
Chicago, IL
Transform Your Finances Today
Unlock exclusive insights and take charge of your financial future. Fill out the form below to get your free download now!
Get your free download now