Wealth On Purpose
CULTIVATE WEALTH THROUGH FINANCIAL LITERACY AND INTENTION
WELCOME TO
Wealth On Purpose
Where we believe you deserve nothing less than to live where you please, work when you desire, and flourish in ease.
The Wealth On Purpose framework teaches you how to set your finances up for success and shift from needing money to easily attracting money through alignment with your values, passions, and purpose.
Whether you’re an old hat with personal finance or just starting your financial journey, Wealth On Purpose is the perfect place to cultivate the autonomy and wealth you deserve.
You desperately desire change, but don’t know where to start.
Is the word “budget” a four-letter word to you?
Are you feeling lack luster in your job or life?
Does looking at your bank accounts scare you?
Do you find yourself spending night-after-night numbing engaging in numbing activities?
Are you living to impress rather than to enjoy?
Do you feel guilty every time you make a purchase?
Are you uninspired in your job?
Do you feel beaten down by the constant demands for conformity?
Do you want to move but can’t because of your job?
Does your job require you to work in a way that does not align with the ebb and flow of your energy?
Do you struggle with setting financial goals due to overwhelm or lack of confidence?
You desire
To feel alive again.
To let go of anger and resentment.
To feel like you’re making a difference.
To find a way to make money that doesn’t involve working a soul-sucking job.
To enjoy more autonomy and flexibility in your work.
It’s no secret that wealth can bring some happiness.
But imagine building wealth with purpose.
Enjoying financial stability and an income stream aligned with your values and goals rather than feeling chained to your desk.
Contributing to causes that are important to you.
Building wealth with purpose starts with setting goals and identifying your values. It’s not about amassing a large fortune for the sake of it – it’s about creating lasting abundance in alignment with your deepest values and goals.
Many people make the mistake of thinking that wealth is only measured in money. However, true wealth encompasses so much more than just your bank balance. It’s about having a sense of financial stability and an income stream that allows you to live the life you want to lead.
When you know what you want from life, achieving your financial goals becomes more accessible.
“Nicole was kind enough to meet me within a day of me reaching out to her. We had to speak only for twenty minutes for her to grasp what are my unique circumstances/challenges and discuss high level directions. Her comments provided a sense of validation to my inner voice.”
Samiksha
“I have had the privilege of working with Nicole, and it has been a profoundly transformative experience. She has helped me to gain a clearer understanding of my money goals and bring greater financial stability into my life. Moreover, the guidance I have received from Nicole on reaching my purpose has been instrumental in unlocking my potential and feeling great about pursuing what I’m passionate about.”
Ashley
Welcome to Wealth On Purpose, my 12-week program that gives you a step-by-step roadmap to bolster your financial literacy, adjust your mindset, and align your values with your goals.
Unlike other programs that promise overnight financial freedom or require you to make steep sacrifices today to enjoy a life decades away, Wealth on Purpose is designed specifically for women looking for balance, not just for tomorrow but all of their todays.
Through Wealth on Purpose, you’ll transform how you show up in your life and participate in your finances.
You’ll learn how to set your finances up for success, including developing a personalized and sustainable budget, automating your bank accounts so you’re always paying yourself first, and defining a “why” that keeps you excited and focused on your financial goals.
You’ll also learn how to combine what you love with the skills you have to find a vocation that funds your dreams, goals, and lifestyle and enables you to serve and give back to the global community.
At the end of the 12 weeks, you’ll have everything you need to achieve a holistic sense of fulfillment and satisfaction in your life, and to achieve your financial goals.
Your journey to creating a life of autonomy, joy, and fulfillment starts here with Wealth on Purpose.
INTRODUCING
Wealth On Purpose
- Designed for women who feel stuck in their personal or professional lives
- Tailored to meet the unique needs of both young professionals and seasoned entrepreneurs alike
- One-on-one coaching to help identify strengths, overcome weaknesses, and create a personalized plan for success
- Inspires you to dream bigger, aim higher, and reach for the stars
- Helps you step out of your comfort zone and take control of your life
- Encourages you to become the best version of yourself
- Provides a supportive environment to make your dreams a reality
1. Three Months of Coaching Calls
1-hour bi-weekly personal coaching calls with Nicole.
- Valuable opportunity to receive live support, ask questions, and gain actionable insights
- Ask questions and receive personalized answers tailored to your specific needs and circumstances
- Gain the support, inspiration, and accountability you need to stay focused and on track
2. The Wealth On Purpose program
Everything you need to learn to how to set your life and finances up for success:
- 12 training modules containing the exact tools and strategies to change your mindset and optimize your finances, including over 30+ action-based training videos
- Workbooks for each module, designed to help you gain clarity and learn practical tools that actually work
- Over $1500 worth of bonus courses, to enhance your learning and provide additional value
- Access to all program content, for 6 months, to ensure you have ample time to implement what you learn
3. Bonuses
We want to make sure you have everything we need to flourish, so we’ve included these bonuses:
- A physical daily journal designed by Nicole. This is the exact journal Nicole uses every day to prepare for the day with intent and reflect on the day with gratitude.
- Digital templates for managing your finances
- Monthly book club, including live calls with the community to discuss and apply what we learned
- Bonus module on the step-by-step process for leaving a job gracefully and with confidence
“I highly recommend Nicole’s program, Wealth on Purpose. She is a great coach and has helped me to understand more about financial literacy and mindset work. Through her guidance, I am already feeling more in control of my finances and empowered to make the right decisions for my future.”
Melissa
“I found Nicole’s program to be an invaluable resource for me in understanding how to best align my finances with my goals and values. Nicole was knowledgeable and encouraging, giving helpful advice and guiding me through the process with patience and enthusiasm.
I also appreciated Nicole’s personalized approach to coaching, where she adjusts each discussion according to what YOU need vs using a cookie-cutter script. Personal finance isn’t one-size-fits-all so why would coaching be?!”
Claire
Wealth On Purpose is for you if…
- You are ready to invest in yourself and your future
- You are ready to let go of years of pent up anger and resentment
- You’re ready to uncover your purpose and passion
- You want to develop a deeper understanding of yourself and your values
- You’re looking for guidance and support to help you navigate your finances
- You’re tired of living paycheck to paycheck
Wealth On Purpose is NOT for you if
- You see this program as an expense rather than an investment.
- You are looking for a get-rich-quick scheme or overnight success
- You’re not willing to take responsibility for your own success and growth
- You’re not willing to commit to a long-term process of personal development
- You’re not willing to prioritize this process for the next 12-weeks
- You’re not willing to be vulnerable and open with yourself and others
The Program
Module 1
Making time for you
Letting go of “should”
- Cultivating mindfulness
- Morning routine
- Daily pages
- Life audit
- 1% better
- Detox what no longer aligns
- Time management strategies
Module 2
Personal why and goals
From overwhelmed to empowered: how to break your big hairy goals into daily action steps you can EASILY accomplish in one hour or less
- The importance of knowing your why
- Defining your personal finance goals
- Aligning your goals with your personal why
- Overcoming barriers to achieving your goals
- Celebrating your wins and staying motivated
- How to break your goals into daily action steps
Module 3
Money mindset
How to stop getting in your own way
- What is money mindset?
- Abundance vs scarcity mindset
- Understanding your personal relationship with money
- Overcoming financial anxiety
- Cultivating a wealth mindset
Module 4
Financial literacy 101
Laying the groundwork for financial success
- Why financial literacy matters
- Financial wellness
- Basic financial concepts
- Introduction to banking
- Understanding credit scores
- Abundance vs scarcity mindset
- Understanding your personal relationship with money
- Overcoming financial anxiety
- Cultivating a wealth mindset
Module 5
Savings
Preparing for possibilities
- Why you must have savings
- Types of savings accounts
- Creating a savings plan
- Strategies for saving more money
- Overcoming obstacles to saving
- Saving for emergencies and future goals
Module 6
Retirement
You can and you will
- Understanding retirement planning
- Retirement accounts
- Social security and pension plans
- Investment strategies for retirement
- Retirement planning for different life stages
- Making your retirement plan
Module 7
Debt
Dig yourself out of the hole
- What is debt
- Credit cards
- Student loans
- Car loans
- Mortgages and home equity loans
- Strategies for managing debt
- Creating a debt repayment plan
Module 8
Investing
Your simple path to wealth
- How investing works
- Stocks and bonds
- Mutual funds and ETFs
- Real estate
- Alternative investment mediums
- Investing strategies for different life stages
- Making your investment plan
Module 9
Budgets made easy
A values based alternative to traditional budgets.
- What is budgeting
- Tracking expenses
- Strategies for adjusting your budget
- The psychology of mindful spending
- Building your customized budget
Module 10
Optimizing your financials
Make it easy for yourself.
- Choosing the right checking accounts
- Choosing the right Savings accounts
- Breaking down your paycheck
- Automating your cash flow
Module 11
Fearless financial check-in
A simple, sustainable, and enjoyable solution for achieving your wealth goals one week at a time
- Weekly money dates
- Monthly check-ins
- Annual calibrations
- Reviewing and adjusting your financial plan
- Nurturing your finances long-term
Module 12
Financial literacy 102
Level up your financial game
- Taxes
- Insurance
- Charitable giving
- Financial planning for major life events
- Building wealth and legacy planning
- Financial challenges and crisis management
- Self-employment and freelancing
- Achieving financial freedom
- Continuing education
The Bonuses
You also get…
The icing on top of the cake.
Journal
The exact journal Nicole uses every day to prepare for the day with intent and reflect on the day with gratitude, including:
- Gratitude
- Annual goal tracker
- Weekly to-do list
- Weekly reflection
- Daily intentions
- Daily accomplishments
- Daily habits
Templates
Digital templates for managing your finances, including:
- Net worth tracker
- Annual financial checklist
- Budget template
- Cash flow tracker
- Financial goal tracker
Book Club
A live, monthly club with the Wealth on Purpose community, where we read and discuss literature on wealth building, mindset, and healing.
Extra Module: How to leave your job
A step-by-step checklist for leaving a job gracefully and with confidence.
Extra Module: Ikigai and personal finance
The Japanese philosophy on finding purpose and meaning in your life and profession.
Extra Module: Human design and your money story
Understand your human design and how it can inform your financial decisions and behaviors.
What makes Wealth On Purpose different?
A first class experience
Personalized for You: We understand that every woman has her own unique financial situation. That’s why our coaching sessions are tailored to your specific goals, challenges, and preferences. We’ll work together to create a plan that fits your lifestyle and helps you achieve financial freedom.
Holistic Approach: We believe financial success goes beyond just managing your money. That’s why we take a holistic approach to personal finance, from debt reduction and retirement planning to mindset and self-care. We’ll help you understand how your financial choices impact your overall well-being and happiness.
Accountability: It’s too easy to lose track of your financial goals. But not with our regular check-ins and ongoing support to keep you accountable and motivated. We’ll be your cheerleader every step of the way, providing guidance and encouragement as you work towards your dreams.Practical Strategies: We’ll teach you valuable skills and strategies you can apply daily to achieve your goals and build a secure financial future.
Results-Driven: Our ultimate goal is to help you achieve your desired financial results. Whether you’re looking to pay off debt, save for a big purchase, or build wealth, we’ll help you make it happen.
What are you waiting for?
Invest in yourself today.
FAQs
How much does the program cost?
I want to ensure you are ready to take action and are a good fit first so that I can support you how you need to be supported at this time in your life. Because of this Wealth on Purpose is on an application basis only. If you are accepted, the price will be revealed.
Do you offer payment plans?
Absolutely!