Gain Clarity & Set Goals


Craft your wealth wheel to paint a clear picture of your financial health in all areas of your life. 


You'll be guided through the process of evaluating and categorizing your financial health in all areas of your life. Rate your level of satisfaction in each area to help set clear goals and action items to increase your happiness, wealth and success!

Who will benefit from this?


Anyone who wants to increase wealth! Bringing awareness and having a clear overview of your finances helps to bring about positive changes!


What's included?


  • Guided Instructions with Kaylee (video)
  • Wealth Wheel & Goal Setting Worksheet (pdf)


What people are saying...


Amazing introductory course to help you get comfortable with the FEELING behind money. Whether we like it or not money is emotional. This course allows you to check-in and set new intentions to wield money in a way that empowers you."

Liz Soto

I realize I keep pushing away things that I don't like to see and don't see the reality clearly. This exercise made me realize that debt is not always bad which made me stressed out whenever I see the amount.

Again, it's not permanent either so I can always change the situation whenever I would like. It was very meditative and fun to talk with other participants too. I would definitely do it again next year.

Lauren Park

This workshop helped me to get a clearer picture of my financial health in all areas of my life and to identify goals and action items for increasing my happiness and my wealth.                  

Siri Radha

This 20 minute workshop is an amazing opportunity to understand your relationship with YOUR money. Allowing you to embody your finances by setting intentions to better your money relationship and envisioning how you want your journey to manifest! I recommend this to everyone no matter your situation, you may be surprised on the little things like this workshop can really do for you, just like I was. Thank you Kaylee!

—Jake Spinhirn

Invest in Your Financial Future

Case Study


For me, doing the pie chart excise was more eye opening than I expected it to be. I didn’t expect to be completing the chart based on my SATISFACTION so sitting with my finances in that space was a great change up to my normal thought process. Surprisingly having the wheel filled in (with my magic glitter markers... because glitter) was a stark illustration as to how lopsided my satisfaction was in multiple areas. These areas I am also the least prepared or participating in so they also cause a significant amount of stress looking towards the future. As I took more time to reflect on each wedge in the wheel I realized that I’m still living in the trauma of significant past poverty and not actually relaxing into my current reality of plenty. I’m missing out on the peace of mind that I actually have now because I’m still stuck expecting to loose it. I constantly fall back into old habits of shame, penny pinching and stress. I can’t even be fully grateful if I’m always worried it’s a temporary situation! So being able to remind myself to live and thrive in my current situation is freeing!

Additionally I didn’t realize how much of HOW and WHERE I spend money is influenced by the people around me! So much of my community live poor. Many by choice living off grid, some by circumstance and others by an almost victimized sense of pride. We’ve been living a strange lie in how we dress, live and shop because there’s this strange taboo about being “comfortable” financially. As if hitting that mark of “we have more than enough” became something shameful since we no longer NEED to shop/live as frugally as possible. I’m. So. Over. It.

Lastly, I’ve done quite a few other workshops pertaining to a wide variety of finance related subjects from buying your first home, debt and budgeting to retirement, but this is the first time I’ve ever been encouraged just to sit and make a space for my honest feelings about MY finances. I wasn’t asked to make a plan, follow one or to change anything and work towards something specific. I was just invited to take an honest pulse of exactly where I’m at and it was eye opening. I’m looking forward to trying this exercise again to see where I grow. I already have a list of what I’m NOT going to do anymore. hahaha. Thank you so much for taking the time and effort to get this up and running for people like me and everyone that will benefit from the simple but solid exercise. Keep doing what you do Kay. You’re making an impact!

—Stephanie Stevens