Approach
Syncretic Wisdom Integration
Rather than adhering to a single rigid system, together we'll draw from multiple frameworks based on what best serves your specific situation:
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Certified financial principles for practical, real-world navigation
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Philosophical inquiry for examining assumptions and expanding perspective
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Selected complementary modalities chosen for their relevance to your unique context
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Fiduciary duty of care as guiding principle to inform strengths-based sessions and documented artifacts
The Landscape of Worth
In our fragmented age, worth becomes reduced to numbers while deeper patterns of value go unseen.
My approach begins by restoring your ability to notice and navigate larger contexts:​​​
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Media Ecology: How information environments shape our perception of value
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Cultural Narratives: The stories and myths that program our relationship with worth
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Power Structures: Systems that influence the flow and expression of material and immaterial energy
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Context crisis invites a different approach.
We live in an age of fragments.
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Disconnection from coherent frameworks of purpose and meaning distorts our definitions of value - and not just about money.
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Because how we pay attention, the stories we tell ourselves (and each other), the beliefs we've inherited, and even the unspoken mysteries in our unconscious - all these affect finances more than most realize.
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I blend practical real-world financial expertise with philosophical inquiry to help illuminate and map a more holistic context of your worth.
No rigid systems, no universal formulas, no guru-style solutions.
Together, we'll build clarity, comfort, and confidence about your material and immaterial resources, and develop personalized strategies for its stewardship to help you live in more alignment with your heart.
Beyond the Balance Sheet
Traditional financial planning addresses only the visible surface of your relationship with worth.
We dive deeper to examine:
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Material Resources: Not just money, but all tangible assets and their true utility​
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Immaterial Assets: Your attention, energy, wisdom, community, and relationships
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Personal Sovereignty: Your capacity to make conscious choices from a place of heart coherence
Material: Matter, Money
Money isn't just numbers in an account—it's a reflection of deeper patterns and possibilities. By starting with traditional financial planning, we then recognize how your financial choices exist within larger systems of meaning and influence, which is why I help you:
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Navigate practical financial decisions with greater awareness and intention
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Understand how broader biochemical, economic, social, and institutional forces shape your options
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Create flexible strategies that align with your unique situation and aspirations
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Build resilience through both traditional and alternative forms of wealth
Mental: Media, Attention
In today's digital age, attention is arguably more precious than money — yet we rarely handle it with the same care, and fail to appreciate how much it's worth to others and yourself.
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We explore how:
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Information environments and formats shape your perception of value and worth
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Automatic habits and patterns influence or even impair your decision-making
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To reclaim agency over your attention and energy and cultivate meaningful connections in an age of distraction
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Leaning into your gifts and potentials (working with yourself, not against yourself) pays big dividends
Mystic: Belief, Unconscious
Our relationship with worth is profoundly influenced by the stories we inherit—from family, media, culture, and history.
Together, we:
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Uncover hidden narratives driving your choices
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Examine how cultural myths about success and value affect your decisions (especially unconscious ones)
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Create new stories that better serve your authentic worth
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Transform limiting beliefs into sources of power
What Clients Say
"Angie sees the whole person, not just your financial data: who you are, your risk tolerances, what you want your life to look like, and how your finances are wrapped around that. It's more of a whole-person review and session."
