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Why Your Business is a Temple: The Sacred Systems that Scale Elegantly

The deeper truth of what you’re building

Most people think of their business as a machine: something to be optimized, automated, squeezed for efficiency and profit margins. They don’t think of their business as anything outside of a mechanism to accomplish a financial goal.

In the Sanctum, we see it differently.

Your business is a temple. It’s where your deepest gifts meet the world. It’s also where your ancestors’ sacrifices find new form. Their tears, their strides, their efforts – all of these energetic investments culminate into something new and powerful in your temple.

Your business is where your future lineage will one day trace their security and opportunity back to: all of the choices you’re making right now are part of your dazzling origin story.

This is why your systems — the structures that hold your offers, your money, your client relationships — must be more than transactional.

They must be sacred.

The Power of Spiritual & Strategic Infrastructure

True wealth isn’t just about how much money flows through your accounts. Money is just an indicator – a mirror – of previous decisions. However, true wealth is about how your business holds that money, circulates it, protects it, and grows it — without fracturing your nervous system in the process.

Here’s how we approach it in the Aureum Sanctum:

Systems that free time

Your time is your most precious non-renewable resource.

A sacred business honors it by building systems that operate gracefully even when you step away.

Seamless onboarding flows? These ensure that each new client feels cherished and initiated, without you scrambling behind the scenes. Automated payment structures? These trigger beautiful confirmations, not clunky invoices. Evergreen offers or passive products? These allow you to make money while you rest, travel, or simply luxuriate in your life.

Your business doesn’t require micromanagement. Trust the systems that you put in place.

Systems that regulate wealth

The goal is wealth without structure leaks.

Just like water that seeps through cracked jars, or the harvest that rots in the field, a business without proper storage in place will have spoilage and spillage.

Sacred financial systems are like consecrated vessels: Trusts that hold assets beyond your lifetime. Thoughtful tax architectures that transform liabilities into legacies. Elegant dashboards that show you your numbers at a glance, so you steward them with calm clarity.

When your money knows exactly where to go, it multiplies with grace — not chaos.

Systems that honor your nervous system

What good is scaling if your body is in a perpetual state of contraction?

Systems that support your calm can look like:

Calendars that include Sabbath days and silk afternoons — not just back-to-back calls. Automated reminders that replace mental clutter. Ritualized CEO days where you review metrics over tea and candles, so your wealth is tracked in a way that soothes your soul, not spikes your cortisol.

The right systems don’t just make you efficient: they make you feel profoundly safe.

Your temple deserves more than duct tape

Too many entrepreneurs slap together duct-tape solutions and wonder why their empire feels shaky. Temporary solutions rarely generate permanent positive results.

Your business deserves the same reverence you’d give to constructing a cathedral:

Solid foundations, intricate artistry, and space for spirit to move through.

So yes, let’s build the automations and hire the right team.

Let’s set up smart tax entities and invest in beauty-infused client portals.

Let’s do it not just for profit, but as an act of profound devotion to your future — and everyone who will walk these halls after you.

Create Your Business Temple

If you’re ready to treat your business as a temple that blesses you as much as it blesses the world — consider having a conversation with me. My door is open, and I’m excited to serve you as you create the business of your wildest dreams.

Scaling should feel sacred. Your business should feel like a beautiful sanctuary. Your nervous system deserves to thrive right alongside your bank accounts. Let’s build your beautiful vision – together.

Why I’m Diving Deeper into Tax Law Right Now

Sometimes legacy work calls you into new terrain.

Or, more accurately, into old terrain with fresh urgency.

I’ve described myself as a tax alchemist, someone who reads and interprets codes and designs wealth strategies that are sacred and sophisticated.

But in light of recent developments, I’ll be turning even more of my attention to the evolving world of tax law — and I want to bring you along for the journey.

The landscape is shifting

A newly passed comprehensive bill — the “One Big Beautiful Bill” — has introduced sweeping changes that will ripple through tax planning, compliance, and wealth structuring for years to come.

Simultaneously, a recent Supreme Court decision regarding the IRS, the tax court, and collections due process has redefined certain guardrails that taxpayers have long relied on.

Translation?

The frameworks that protect your wealth, your legacy plans, and even your day-to-day financial serenity are all being re-negotiated in real time.

What this means for you

Most people only discover these shifts when it’s too late — when they’re hit with unexpected liabilities, audits, or discover that their previously sound strategies no longer hold.

But in the Aureum Sanctum, we approach this differently.

We stay ahead by weaving regulatory changes into our rituals of wealth stewardship before they become crises.

This is why I’ll be dedicating more of my offline time to unpacking these new legal currents — what they mean, how they might impact your trusts or business entities, and how we can continue to shape them into elegant, protective structures for your family’s future. And, as I uncover crucial details, I’ll bring these insights back to the Sanctum.

The Aureum Sanctum approach: calm, clear, strategic

If the idea of diving into dense tax law makes you anxious, take a breath.

We approach this the same way we approach everything here: with calmness, clarity, discernment, foresight, and the steady reminder that wealth design is both art and architecture.

Together, we’ll navigate these changes without panic — only with precision and the quiet confidence of knowing your financial house rests on solid, beautifully crafted foundations.

What’s next

So expect to see more updates in the coming weeks and months:

  • Thoughtful explorations of the new bill’s most impactful provisions
  • Insights on the Supreme Court’s most recent collection due process decision and what it might mean for audits and collections
  • And practical, graceful guidance on how to pivot your tax and legacy planning strategies in light of it all.

Because at the end of the day, my mission remains unchanged:

To help you build wealth that is elegant, enduring, and exquisitely aligned with the life you’re here to live — no matter what the laws of the land decide to rearrange.

Can’t Be Disciplined? Try Being Devoted.

In exploring paths to prosperity, I’ve been diving deeper into the habits and practices that can contribute to sustainable riches and a delicious life. With the advent of AI and other automation tools and technology, there are more paths to wealth than ever before!

Of course, in the path to wealth, there are as many hinderances as there are opportunities. Knowledge gaps, lack of time, inadequate resources, and a number of other stumbling blocks present significant challenges to people attempting to reach their financial goals. But, even in the absence of barriers, some people still struggle with reaching their financial goals. What gives?

I suspect that the main issue that some people have is that they struggle with being “disciplined”. They aren’t able to commit to hard (or easy) actions on a regular, consistent basis. This is similar to the aversion some people have to the term “budget” (which I’ve discussed in a previous post). They find themselves easily discouraged when they are inconvenienced or misdirected from their path. Also, “discipline” as a concept may feel uncomfortable. It may trigger emotions like inferiority, shame, frustration, or inadequacy, especially in cases where the figures from their childhoods that embodied “discipline” were harsh, critical or not particularly nurturing (insert caregiver trauma here).

In the spirit of redefining personal finance, perhaps a new term is the best solution. Perhaps, instead of “discipline”, we can try framing this dedication as devotion. Much like religious adherents that love the sacrifice that comes with their service, we can view our consistent actions as an act of devotion to our future selves and the future reality that awaits us if we just stay the course.

When discussing wealth generation strategies, most of the conversations tend to glamorize quick wins over the long game. The myth of “Sudden Wealth” is a pervasive one, and, by focusing on fast money, anything that occurs in the inverse (such as quiet, incremental growth) is seen as boring, difficult and unsatisfying. Including the topic of “discipline” in these conversations just further highlights the disdain many people have towards consistent work. However, when reframed as devotion, the conversation takes on a very different energy. The quiet power that comes from incremental devotion isn’t boring, it’s mysterious; it isn’t difficult, it’s an exhilarating experiment. Incremental devotion isn’t unsatisfying: it’s a fire that grows from a flicker to an inferno. Like compound interest that grows over time, incremental steps rooted in devotion to our future selves are small at the beginning but become monumental over time. The route of incremental devotion eliminates the need for intensity, since consistency and time do most of the heavy lifting.

Speaking of the “boring” and unappealing nature of discipline . . . Discipline tends to be associated with rigidity, and most people are averse to anything too rigid. On the other hand, devotion can be fluid and even sensual: it’s easy to take a necessary task and add elements of beautiful rituals to it. One of my favorite ways to make my devotion feel more like a ritual is to set up my desk before working on anything related to business. I usually light a gorgeous scented candle, put on a piece of jewelry or an article of clothing that symbolizes what I’m working on (as I type this, I’m wearing a soft red top that always makes me feel divine and polished), and put on some music that matches the mood I want to invoke (rainforest sounds, gentle chimes, success subliminals, and classical music are great places to start). The most important part of connecting rituals to devotion is to treat the task as something sacred and nonnegotiable, which are terms that can also be used to describe (you guessed it) discipline.

At the heart of devotion is a positive feeling of self worth. Even the most perfect plans and the most disciplined person will abandon their work if their don’t believe they are truly worthy of the goal they desire. Staying devoted is easier to do when you feel worthy of the wealth, ease and abundance you’re creating. Daily affirmations, mirror work, journaling, and other self concept practices can help with identity shifting. From that newly shifted space, it is much easier to stay devoted and cultivate consistent practices that will create the life you desire.

When I began this conversation, I stated how there are more opportunities to build wealth than ever before. However, along with opportunity comes another issue. The same internet that provides wealth-building access also floods us with distractions, comparison traps, and “shiny object syndrome.” And, unfortunately, discipline “punishes” us for falling into distraction, instead of gently refocusing us and encouraging us. Devotion requires discernment — staying loyal to your path and not being seduced by every new tactic, course, or platform. While discernment may take some time and experience to develop, devotion doesn’t have the harshness of a stern disciplinarian: it warmly invites us to return to our goals sooner rather than later.

Following the path of devotion has been a sweeter experience than the road of discipline. I invite you all to try devotion instead of discipline, and let me know how it works for you. I’d love to hear your thoughts in the comments below!

The Ritual of Enough: Finding Peace With What You Have While Building More

There’s a fine line between peace and complacency. When it comes to money, complacency is unacceptable. Let’s talk about how to find the peace you desire while you build your income to the levels you deserve and require.

The world will tell you that you shouldn’t be at peace until you are extremely wealthy. And that’s a problem, because the space between where you are and where you’re told you should be is massive. However, instead of chasing wealth, there is another path that is more restorative, impactful, and full of ease. In a world that imposes feelings of inadequacy, try the act of pausing to appreciate what you already have. It’s not only radical, but it’s also the first step to sustainable wealth and happy expansion. The Ritual of Enough is not about settling—it’s about stabilizing your energy and your finances, so you can embrace growth easily.

You may think that enjoying “enough” is a direct path to stagnancy, scarcity and lack. In actuality, embracing the fact that you have “enough” does the opposite: it opens the doors for more abundance to come in. One of the most powerful emotions you can leverage is gratitude, and by ritualizing gratitude and sufficiency, you can increase your capacity for wealth. It’s similar to this phrase that you may have heard before, “If you want something done, ask the busiest person you know to do it”. At the heart of it, gratitude shows that you can handle and appreciate you already have, and you have capacity for more. You cannot add to your abundance if you struggle with – and do not appreciate – your current possessions and financial status. You must feel true peace with where you are before you can allow more into your life.

An anecdotal example that came to mind is a podcast episode I heard several years ago, and the host (a law of attraction coach) discussed how she had a client that wanted more abundance and who struggled with maintaining positive emotions. The coach encouraged the client to count whatever she had in abundance: if I recall correctly, the client ended up counting her socks. The coach instructed her to appreciate those socks and to reflect on her abundance any time her faith wavered. Of course, the client ended up manifesting some amazing opportunities and financial windfalls. However, aside from that, I can discuss my own anecdotal but relevant experience. I recently went deep into my appreciation practices: I expressed genuine satisfaction with my current circumstances and embraced the beauty of my life as it is. It was a matter of days before I received $750 unexpectedly from two different sources, neither of which had generated significant income in several years.

Coincidence? Perhaps. But it certainly didn’t hurt to be appreciative, and it allowed me to enjoy the unexpected cash without feeling frustrated because it “wasn’t enough” for all of my future plans. Because I already felt things were “enough”, I could simply spend the funds on what mattered to me at the time, without feeling guilt or frustration.

One of the crucial things about embracing gratitude and making peace with your finances is how it anchors your nervous system. Instead of being edgy or tense when it comes to money, gratitude helps you to calm down and, from that space, you can create better solutions and more aligned long- and short- term plans. By anchoring your nervous system, you become primed for aligned abundance. You open yourself up to receive the money that comes with ease instead of stress, joy instead of frustration.

You can practice embracing “enough” by keeping a gratitude journal, listening to “enough” meditations, or affirming your peace and contentment. You can do this whenever you’re feeling anxious about money or dissatisfied with your finances. While practicing your appreciation, you don’t have to completely disregard your dissatisfaction: let those emotions inform you but not control you. Once you have expressed genuine appreciation for your current state and feel yourself anchored and stable, you can hold space for and entertain the reality you prefer. And that is where the real magic happens: the reality you envision from this healthy and calm mindset is going to be drastically different from what you’d imagine from your stressed and unappreciative state. It’s going to feel better, more aligned, and more possible than anything that you may have visioned when you were in the throes of frustration.

I have more instances of gratitude being the fuel for massive expansion, and I encourage anyone that’s interested to check out books on the topic (like Thank & Grow Rich, The Neuroscience of Gratitude, and The Power of Appreciation) for more guidance.

Thanks for stopping by, and let me know if you’ve used gratitude and embracing “enough” to find peace with your finances as you build the future of your dreams!

From Chaos to Calm: Creating a Budget That Feels Like a Sanctuary

For this discussion about money, I figure we can just rip the bandage off and start with the most triggering term of them all.

BUDGET.

Whenever I mention the word “budget” to someone, I can usually see them tense up and look a bit uncomfortable. I can understand why they have that reaction: after all, a budget establishes boundaries and restrictions, and most people recoil at anything that looks like constriction. What I’ve found, upon further discussion, is that people aren’t actually afraid of budgeting, nor are they afraid of money: they’re afraid of what a budget (and money) means in their lives. This area of their lives is often where fears of failure and shame crop up, and THAT’s why they flinch when budgets are discussed. No one wants to fail at budgeting or feel embarrassed when discussing financial missteps.

But . . . what if we could view budgeting from a different perspective? How about if we viewed budgeting as something other than a harsh framework for spending and saving money? What if . . . we could build budgets centered around care instead of control? It’s not only possible to have a budget you are comfortable with, it is possible to have a budget you (believe it or not) enjoy.

Let’s think of some words that are often used to describe budgets. Structured, contained, and orderly come to mind. You know what else shares those same descriptors? The home. Interestingly, we can apply those descriptors to a happy home just as easily as we can apply them to an unhappy one. So let’s take those words, and apply them to a budget. Much like a good home offers us a structured and orderly space that has contains us, our loved ones and our belongings, a budget can offer our finances a structured and orderly space that contains our needs, wants, and great goals. Our budget shouldn’t be a prison for our money: it should be a sanctuary.

You can make your budget a sanctuary by blending practical approaches with soulful rituals. Working with a budget is much more delightful when it has been infused with self-honoring and peaceful practices that soothe the nervous system, create feelings of safety and shifts your mindset from judgment to respectful observance. So, before you sit down with your accounts and start crunching numbers, think of a couple of sensory pleasures that you can indulge before, during, and after reviewing your finances. Perhaps you can make a delicious smoothie that you can sip as you review, or you can light a scented candle that relaxes you or that brings up happy feelings, or you can even make it a practice to work on your budget after you’ve enjoyed some time in your favorite massage chair or after you’ve done a yoga session. Whatever makes you feel relaxed and stable is great for incorporating into your budget practice.

More importantly, speak kindly of yourself and your financial decisions as you review the figures. Remember that you are a respectful observer of your past financial choices: you aren’t judging yourself, you’re simply noting the pattern and perhaps digging a little deeper to figure out the motive behind the decisions. Don’t speak harshly about the past decisions you’ve made: thank those decisions for the lessons they’ve provided, then commit to make future decisions that are aligned with the person you’re becoming. Remember to bless the decisions you made (yes, even the ones that you aren’t happy with!) and, if you struggle with them, come up with at least three positive things about previous money decisions. You can do this for anything, I promise!

As an example, perhaps you enjoy eating takeout (I know I do!) but you don’t enjoy how much money you’ve spent in the past quarter. Bless those decisions and move on, and if you can’t, list those three positive reasons for buying lots of takeout. I’d probably write down how buying takeout made it easier for me to eat a more balanced meal than what I had prepared in my home, how amazing it was to purchase a meal that supports a local business that employees people in your neighborhood, and how much energy I saved by outsourcing meal preparation to someone else. There is ALWAYS a silver lining, and if you struggle with this, you can either comment below or email me at tia@tiadelano.com so I can help you with that.

Embrace self love as you start budgeting, and view every decision as a loving act toward your future self. Treat your budget time as a sacred occasion that allows you to adjust your patterns to reflect the person you’re becoming and the life you want to live. Finally, allow your budget to be an entity with its own personality, something that you can befriend as you step onto the path to the financial reality you desire. With these things in mind, you’ll be able to structure a budget that feels like a sanctuary: it will be a peaceful refuge that you’ll enjoy retreating to.

How do you feel about budgeting? Let me know your thoughts and experiences below!

The Solstice Is Here. Who Are You Becoming?

At the height of the sun’s power—when the world ripens and the light lingers—we arrive at a threshold: the Summer Solstice. I make no bones about it: this is my absolute favorite time of year. I love it so much, I even created an entire event around it (and if you missed the event, please go to my Facebook page and catch the replay while it’s available).

For me, the official arrival of summer isn’t just a seasonal event. It’s an invitation.

This time of year, we are all invited to soak in the sun, appreciate the longer periods of daylight, and revel in the heights of dynamic energy. As we take this time to feel emboldened to show up as our fullest selves, I also encourage you to pause for a moment, reflect, and ask one of the most sacred questions you can ask:

Who am I becoming?

In a world obsessed with doing, the Solstice is about being. Our emboldened selves should be embodied selves: inhabiting and fully expressing our truest form. Our goal should be to align with our naturally radiant nature and boldly seize opportunities in these advantageous times.

The Light Outside Reflects the Light Within

One thing I know to be true is that life moves in sacred rhythm—season to season, breath to breath.
And as nature bursts into full bloom, so too can we. Because this season is full of explosive energy, it’s easy to fall into the traps of chaotic behavior and overcommitment. It serves us well to expand, but with discernment, and to radiate brightly, but with refinement. My summer mantra is, “Radiate and Refine”. I intend to make sure that my inner light matches the outer light that we’ll enjoy this season.

The Light of Clarity: Financial Wellness at the Solstice

The Solstice isn’t only a time to reflect on your inner growth (though I highly encourage it). It’s also an opportunity to illuminate the systems and structures that support your outer stability—especially your relationship with money. This season offers an opportunity to shine a light on everything that underlies your financial wellness.

I sincerely believe that financial clarity is a form of self-respect and sacred structure is an act of sovereignty. The emboldened and embodied person I aspire to be in this season requires examination of the supporting systems that allow me to radiate publicly and refine privately.

I’ve asked myself the following questions, and I invite you to also ask yourself:

  • Does my financial system reflect my values or my overwhelm?
  • Are my taxes a tool for peace—or a source of avoidance?
  • Have I created space for sacred earning, conscious spending, and purposeful preparation?

The midpoint of the year is the perfect moment to review tax strategies, assess income streams, and refine financial systems with intention. Just as the earth balances light and shadow, so too can we balance structure and softness.

Try this Solstice Financial Alignment Ritual:

  1. Review your year-to-date income + expenses. Don’t judge. Just witness. Observing without judgment creates an energy that invites solutions and improvements that are rooted in aligned, expansive behavior (as opposed to fixes rooted in scarcity and fear).
  2. Write down three financial intentions for the remainder of the year. These should bring a smile to your face, even if you have no idea how they will materialize.
  3. Bless your numbers. Literally. Whisper: “These numbers reflect my evolution. I hold them with grace.” This gives you energetic permission to invite even better financial circumstances into your world.
  4. Set one sacred tax action—such as checking your estimated payments, scheduling a bookkeeping day, or exploring deductions that align with your values. Make it special: light a beautiful candle before you do it, wear something that makes you feel incredible as you take the action, or celebrate after taking the action with a lovely meal. Make it a beautiful moment.

Solstice Reflection Prompts

Use the Solstice as a ceremonial pause. It’s a golden checkpoint in your journey, and a perfect time to couple your inner radiance with the outer glow of the season.

Light a candle. Pour a cup of herbal tea. Consider journaling on the following:

  • What part of me is asking to be seen more clearly?
  • What habits, relationships, or rhythms no longer support the version of me I’m becoming? (This can apply to both you as an individual as well as your financial choices)
  • Where in my life am I being called to soften—and where am I being called to rise?

You do not need to reinvent yourself. In fact, reinvention implies that who you are is somehow deficient or broken. Nothing could be further from the truth. However, you do need to return to yourself. Who you are, at your core, is beckoning. It’s time to answer. The Solstice helps you do exactly that.

Solstice Ritual (Aureum Sanctum Style)

If you’re finding it a little difficult to get into the energy of the season, you may just need to employ some props and activities. Here’s a simple, sacred Solstice ritual to try:

1. Dress in Light

Wear something soft, luminous, or white. Adorn your body beautifully.

2. Create a Radiance Bowl

Place warm water in a bowl and add:

  • Fresh herbs (mint, basil, or lemon balm)
  • Citrus slices (orange or lemon)
  • A drizzle of olive oil (for softening)

Only use ingredients that you are not allergic to. Dip your already-clean hands or feet in the bowl and say aloud:

“I am returning to my own light. I am safe to radiate.” Rub the water into the skin and allow it to absorb. Add a little more olive oil afterward, to lock in the moisture.

3. Speak Your Becoming

Finish the sentence:

“This Solstice, I step into the version of me who…”
Write it. Speak it. Feel it.

Let this statement be your energetic blueprint for the rest of this season and for the seasons to follow.

You Are the Light You’ve Been Waiting For

Solstice energy is dynamic, but it isn’t the time to chase goals frantically. This is the time to align your outer experiences with your inner knowing. It’s time to embrace blooming without burnout. This is the time to become who you were always meant to be.

So ask yourself with curiosity, openness, and devotion:
Who am I becoming?
And let your rituals, your rhythms, your refinement lead the way.

I’m with you, I believe in you, and I hold the vision of your success, in every solstice, in every season, and at every step.

The Evolution: From Tax Strategy to Ritualized Living

For years, I’ve worked in the world of tax and had incredible experiences. I consulted with a wide variety of clients, mostly international, where I offered feedback on existing systems and proposed policies. I’ve had an amazing time as I mastered my craft, and helped my clients navigate the ever-changing terrain of tax developments.

Me, as a newly married International Tax Auditor

The work was interesting, meaningful, and satisfying. However, there was something in me that whispered gently, “There is MORE“. The only way to clearly hear that whisper – and all that came with it – was to retreat. I had to give myself space to uncover what my soul longed to create. So, that’s what I did. I posted here only when I was inspired, letting alignment dictate the content I shared. But I spent the rest of the time researching . . . experimenting . . . resting . . . meditating . . . and asking myself what the world needed most from me. And now that the vision is clear, I can finally share it with you all.

Wealth isn’t just about what’s in your account and what’s on your tax return. It’s about how you feel. The way you move, the way you build, how safe you feel within yourself, how safe you feel when money enters the equation: all of these factors are reflections of your wealth. When I got clear on the many ways that wealth shows up, I saw the gaps that exist with current financial advice, and I knew what was needed from me.

The Shift: From Function to Fulfillment

I still love taxes, and financial structures and systems will always have their place. But many of us don’t need any more advice on hustles, side gigs, and job hopping for raises, nor do we need more rules and restrictions to follow. We already know how to work well and follow the rules. What we actually need is more ritual, reverence, and room to receive the lives and outcomes we desire. We are starved for pleasure, deprived of comfort, and in desperate need of replenishment.

So I’m shifting the focus on this space, from mostly tax-specific discussions, to a more intuitive yet still structured approach to wealth building and management. As opposed to some of the rigid advice of the past, this space will explore the ways to incorporate soft structure, daily ritual and connection, and elegant execution into the financial frameworks we navigate. I’ve seen firsthand how blending these concepts creates space for wealth, ease, and peace to flourish in my own life.

The goal of this shift is to create and discuss financial patterns, practices, and systems that soften, heal, nurture and refine us while building our wealth.

Hanging out in the office before meeting up for lunch with friends

What You’ll Find Here Now

You will still find lots of substance, unique perspectives and interesting tax news here. But the energy has shifted to something more comprehensive, and more crucial for this time.

The themes that often pop up when talking about finance – urgency, overwhelm, shame, frustration and pressure – have no space here. We’ll be learning to work with money while incorporating the practices that allow us remain regulated, centered, clear minded, confident and magnetic to the outcomes we prefer. We’ll make the hard things easier than ever, and we’ll do it with grace, style and delight.

On this blog, and in some upcoming special events, we’ll explore:

  • Ritual based wealth tools and strategies
  • Sensory and seasonal approaches to financial planning
  • Wealth inspiration that taps into ancient and cultural wisdom
  • Quiet and impactful luxury
  • Soft power, strategic action and sustainable success

Who This Is For

If you’re interested in finance but also . . .

  • Want systems that feel beautiful, nourishing and full of ease, not burdensome and depleting
  • Feel called to step into more restorative approaches to financial management
  • Are ready to create wealth in a smart AND sacred way
  • Value clarity, elegance and rhythm in life and money

. . . Then you’ll love it here.

Welcome To This New Chapter

The framework I’ll be sharing over the upcoming weeks and months is built on a singular belief that has completely changed wealth for me (I hope it does the same for you, too!)

Wealth should feel like home. It should be a sanctuary, where you are welcomed, protected and restored.

I am honored to share this experience and walk the path with you.

We’ll still have lots of the practical gems discussed in this space. But now they’ll be paired with gentle philosophies, invigorating ritual, and restorative practices.

Welcome, or welcome back. I’m happy to have you join me on this journey.

A Simple Way To Get Ideas For Your Business

It’s so good to be back! I will be catching you all up on the events I’ve attended in future posts. For today, I just want to share an easy way to get a little business inspiration.

One thing that I’ve heard from aspiring entrepreneurs is that they feel “stuck” when it comes to their businesses. They either are unclear about what kind of business they should start, or they have a fledgling (or sometimes thriving!) business that they are looking to expand but are unsure which direction they should pursue. If this describes your situation, here’s a little tip for you.

Figure out the industry you want to serve (even if you don’t know exactly what you want to do in that industry). Then, find the think tanks that focus on that industry, and attend as many of their virtual events that you can. One think tank that has lots of seminars in a variety of industries is Brookings Institute, so that’s a good place to start. Most of the big think tanks are based in Washington, DC, so you may want to filter your search down to the online events hosted by those organizations. I attended a think tank event years ago, and within 15 minutes, I had several ideas that could have been easily monetized.

Here’s a way to do this: let’s say you aspire to own a business related to finance (like me!). You can start at Brookings Institute, and sign up for all of their banking & finance events, then sign up for the events being hosted by other think tanks that host finance-related discussions, like Cato Institute and Center for American Progress. If there are no upcoming events to watch, then check out the past recorded discussions. Listen carefully for opportunities: they’re always there, no matter what level of business you feel that you’re on. Make a list of the ideas that come to you as you’re listening, then go back and listen again, this time paying more attention to the flow of the conversation and other details you may have missed while taking notes.

If you’ve come up with business ideas from listening to think tank discussions, I’d love to hear more about it! I’m currently working on one idea that I got while listening in at a think tank event, and I’m so excited to share that with you all once it’s completed!

That’s all for today: take care and I’ll talk to you all soon!

3 Easy Things You Can Do In October To Invite More Money Into Your Life

Happy October! Can you believe we’re in the last quarter of the year? (I’m still in denial: how is summer over already?) This year is moving quickly but, fortunately, we still have time to set ourselves up for success before we welcome 2024.

While I don’t believe in waiting until tomorrow (or in this case, waiting until 2024) to make drastic changes, I do think that it’s wise to build momentum before committing to major uplevels. And this last quarter of 2023 is perfect for building momentum that will help you start 2024 on a strong note!

Here are three little things you can do now, to build momentum for a prosperous 2024. These changes may not turn your whole world upside down, but little steps can absolutely put you on the path to financial security and abundant living. I’m doing each thing mentioned in this post, and I’d love for you to join me on this journey.

Cancel one subscription or membership – Look carefully at your last 3-6 months of banking and credit card statements, and figure out which subscription, membership, or recurring payment is least important or minimally impactful. That’s the one to cancel, and even better if you can cancel a few of them. It’s always easiest to start with the ones that you’ve been meaning to eliminate but just keep forgetting. Even if it’s a small amount (perhaps $2-3 a month spent on an electronic game, or a few dollars for food delivery), try canceling it, then immediately designating that amount to go to a high yield savings account (HYSA) each month. If it’s a small amount, you probably won’t notice the savings as they build up, but believe me, those savings will grow over time, and you’ll be very glad you stopped spending your money on something that you really didn’t want or need.

A couple of months ago, I canceled a Patreon membership to a content creator who hadn’t generated any Patreon-specific content in more than 4 months. I earmarked that $6 to go to my HYSA. This savings will yield a whopping $72 annually, but it’s not about the amount, per se: the important part of this exercise is the ENERGY I embody when I direct my resources exclusively to things that bring value to me. At the beginning of this month, I canceled a subscription that cost me roughly $80 per month. Yes, the items I received from that subscription had value, but it was one of the least impactful investments I make during any given month. I’ll be canceling a bimonthly service by the middle of this month. Between these two cancellations, I estimate I will save about $135 a month. I will have to pay a cancellation fee for the service I’m eliminating mid-month ($161) but the savings I will enjoy over the next two months will more than make up for the upfront elimination costs.

Vow to go one week (or more!) without takeout or nights out – As a person that adores GrubHub, UberEats, and any other service that takes the thought process out of dinner preparation, this isn’t my favorite way to save money. However, I have a freezer full of food that I can prepare, and there’s no good reason for me to order takeout when I have downtime, adequate supplies, and some energy. So, right before I wrote this post, I started doing some prep: outlining some of the frozen, fresh and canned food I had, and using ChatGPT to whip up some recipes (AI is your friend!)

Perhaps you have someone in your home that handles all of the food decisions, or maybe you don’t order takeout. Look at anything you purchase weekly or monthly, and see if you can skip it. Think of beauty products, junk/snack food, alcoholic beverages when you go out, etc.,. I have some travel planned for the end of the month, so avoiding takeout for the entire month isn’t realistic. That’s why I’m doing my prep now, and committing to one week (maybe two weeks, if I can be disciplined) without food delivery.

Read 1 book that will increase your financial knowledge – This is such a simple thing, but learning more about how to handle your money can do wonders for bringing more money into your world. If you’re not used to reading financial books, don’t go for complicated texts. Try a book that isn’t too long, and serves as a good introduction to basic financial concepts. Rich Dad Poor Dad by Robert Kiyosaki, Saving on a Shoestring by Barbara O’Neill, or Earn What You Deserve by Jerrold Mundis are all great places to start. You get bonus points if you choose to borrow the book from the library instead of purchasing it!

But, perhaps you already read these kinds of books (I know I do!). In that case, an unorthodox self improvement book is a good choice. It will indirectly support your financial mindset, because how you do anything is how you do everything. I’m re-reading “How To Really Be Rich” (a 4-part workshop transcribed into a set of booklets) by Jeannette Maw, as well as reading, for the first time, Filthy Rich Woman by Dr. Portia Fulford (I’ll be reviewing it in an upcoming post). Both of these are basically workbooks that have exercises to improve your money mentality, but since I know I’ll have some additional downtime, I’ll also be reading A Glorious Freedom: Older Women Leading Extraordinary Lives by Lisa Congdon. I figure those inspirational stories will feed my soul in innumerable ways.

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These three simple tips can help you build momentum as you invite more money into your life right now, and in the future! What are some things you’re doing to welcome the wealth? I’d love to hear your comments below!

Harvesting Financial Wisdom: What Autumn Teaches Us

The autumn season is full of wonder and magic. Just think of how our senses are engaged during this time of year: the air gets cooler, the leaves change color, apples and pumpkins are at peak tastiness, and the environment is infused with the cozy energy that complements and prepares us for the chillier months to come.

As a financial consultant and part-time herbalist, I am struck by how much nature reflects her wisdom to us at all times. As I always say, how you do anything is how you do everything, and nature is no exception to this. We are surrounded by clues and hints from the natural world at all times. And in this season, there are many lessons to be learned that can be applied to many areas of our life, including our finances. Some of the autumn-themed financial lessons I’ve observed are:

  • Balance is key to everything. The first day of fall is an equinox, meaning that there is the exactly same amount of daytime and nighttime. It’s this perfect balance between light and dark that I like to keep in mind when looking at financial strategies. Yes, make sure to save, but also make sure to spend. Invest in boring things that grow slowly and steadily (like bonds) but also invest in things that excite you (like plucky startups or fine art, if that’s your thing). Do work that you enjoy, but also remember to make time for restoration and rejuvenation. Duality in all things is required to create a satisfying, balanced lifestyle.
  • Use your energy wisely. There are some plants that thrive in the colder months, and that’s because they don’t waste their energy during unfavorable seasons: you won’t see those plants struggling to adapt and grow in the spring or summer. Likewise, we need to use our energy wisely. Instead of trying to bloom in every season, we should look for the time that is most favorable, and do our best work then. Consider what times of day, month, and year we are most energized (this is particularly relevant to women, who have to consider our monthly cycles and energy levels) and plan around that. When it comes to money, use your energy to develop income sources that won’t constantly deplete your energetic reserves: you want to focus on developing some sources that are passive, and will allow you to use less energy during the times when it’s required. Wisely using your energy is key to living comfortably throughout your years.
  • Slowing down doesn’t mean ceasing to exist. The plants that come back to life every spring appear to be dead during the winter. At first glance, these plants appear to be a hopeless case, going from lush green to dry, brown and brittle in the fall. But then, when the necessary amount of time has passed, you’ll see little green shoots and proof of life on these very plants that looked like they’d expired. Likewise, you may find that you’ve been going hard – too hard – to create the things that you dream of. This is easy to do, especially in your wealth-building stages: it can be exhausting to take in a lot of information, experiment with different strategies, go back to the drawing board to modify your approach, then start all over (psst – You don’t have to do this alone). . . After doing all of that, you may one day feel like you can’t take another step. Or, maybe you feel yourself declining, and, before you collapse from the stress, you realize you have to change the pace to preserve yourself. If you ever get to these points . . . Slow down. You can come back stronger and more resilient if you give yourself a chance to rest and regroup. Opportunities are infinite, and you’re better able to take advantage if you aren’t depleted and at your wits end. SLOW DOWN, and get back to your plan when you’re feeling better.
  • Embrace change. In autumn, the air goes from warm to cool, bringing in the crispness we’ve come to expect from the season. The leaves go from green to red, orange, yellow and finally brown, and the days have less and less sunshine. Nature shows us that the only constant is change, and embracing it is good for us. Instead of arguing against the cooler air, we wear clothing that makes us feel more comfortable. We enjoy the sunshine while we have it, and appreciate the variety of color the leaves offer us. If we’re wise, we embrace the change and adapt accordingly. When you see that your financial plan has gaps or doesn’t meet your needs, you may need to make some changes. There is wisdom in making adjustments with confidence and calm, instead of agonizing over the “could haves/should haves”. Making changes when appropriate and with an accepting spirit can mean the difference between the life of your dreams and lingering in “someday land”.
  • Release anything that isn’t serving you. Speaking of leaves . . . The gorgeous color changes we enjoy in the autumn reminds us that release can be beautiful. Letting go of leaves allows trees to conserve precious energy, with the promise that these leaves will return when the resources and energy are more plentiful. When we release the things that are draining us, or that aren’t serving us, we can use the energy we preserve on things that will support and nurture us. When it comes to money, I checked my investments regularly to make sure that the accounts are growing at a reasonable rate. Anything that is performing poorly over a period of time is released, and I’ll only reconsider when performance improves. Having a healthy level of detachment (which is different from denial or delusion) from our finances allows us to make rational decisions that serve us now and in the future.

Do you have any lessons that you’ve learned from the changing of the seasons? I’d love to hear more about it below!