CONSCIOUS
WEALTH
PROFESSIONAL
COACHING SERVICES

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Because your inner life matters

Our professional coaching services in wellness, emotional health, and spiritual development are designed to support intentional growth, personal clarity, and lasting alignment.

WELLNESS coaching

Cultivate sustainable wellbeing through personalized guidance on lifestyle, movement, nutrition, and stress management

  • Create daily routines that support your energy, focus, and long-term vitality
  • Optimize nutrition, rest, and movement in a way that aligns with your goals and lifestyle
  • Build lasting habits that align with your values and elevate your overall quality of life

Build your wellness program today  

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EMOTIONAL coaching

Gain insight into patterns that no longer serve you, improve emotional resilience, and strengthen your sense of purpose and inner calm.

  • Work with a coach to better understand your thoughts, emotions, and behaviors
  • Strengthen tools for managing stress, anxiety, and inner conflict with clarity
  • Build emotional strength and confidence through actionable, supportive guidance

Strengthen your mindset with expert coaching  

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SPIRTUAL coaching

Explore belief systems, spiritual practices, and your connection to something greater—whether you call it God, Source, Nature, or your Higher Self.

  • Explore personal beliefs and practices in a supportive, nonjudgmental space
  • Reconnect with your intuition, purpose, and deeper sense of meaning
  • Learn tools to integrate spirituality into everyday life with clarity and intention

Explore a tailored approach to spiritual growth  

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Your clarity, professionally supported.
Your inner life, intentionally cultivated.

Who It’s For

We support clients who are:

Managing demanding schedules and seeking structure around physical wellbeing and preventative care

Interested in aligning health routines with long-term goals for clarity, performance, and balance

Looking to optimize their energy, focus, and lifestyle through intentional habits and support

Exploring emotional patterns and dynamics to strengthen self-awareness and relationships

Seeking deeper insight into thought patterns and emotional dynamics to enhance decision-making and connection

Committed to strengthening emotional agility and developing tools for long-term wellbeing

Engaging in guided self-inquiry to deepen awareness and decision-making

Cultivating a grounded, reflective practice that supports personal and professional alignment

Exploring purpose, presence, and inner clarity as part of a values-driven life

Conscious Wealth Visualized

Expansive Wealth

Refers to a broad and inclusive understanding of wealth that goes beyond financialabundance to include emotional, intellectual, spiritual, and relational richness.Expansive wealth emphasizes the value of diverse aspects of one’s life andcommunity, nurturing growth and abundance in all areas.

  • lONG-TERM MINDSEt
  • EMBRACE ABUNDANe
  • pRACTICE GRATITUDe

Perspective

How individuals view their wealth and resources. It encourages seeing wealth not just in monetary terms but in terms of opportunities for personal growth, contributing to societal improvement, and fostering environmental sustainability. It also involves being aware of one’s own biases and the broader impacts of one’s financial decisions.

  • iNDIVIDUAL RESPONSIBILITy
  • fAMILY PERSPECTIVe
  • faith

Holistic Health

Ensuring that wealth contributes to the complete physical, mental, emotional and spiritual well-being of an individual and their community. It supports the notion that true wealth includes living in a state of health that enables joy, productivity, and satisfaction in various aspects of life.

  • mental
  • physical
  • iNTEGRATIVE MEDICINe

Connection

The quality and depth of relationships with others and the environment. It includes fostering strong, supportive, and reciprocal relationships that enhance communal wealth and individual fulfillment. It also stresses the importance of being connected with one’s values and actions when managing and accumulating wealth.

  • aDVENTURE TOGETHEr
  • PHILANTHROPY/VOLUNTEer
  • cONSCIOUS BUSINEss

Financial

Financial wealth is a critical foundation for your lifestyle and the other three wealth pillars. As a result, we take the responsibility of financial wealth seriously. This element supports a positive health span and a life of purpose and impact. So, this relationship between financial longevity and wellbeing is very tangible — it’s expressed in the ways you pay for food and services, and support an elevated lifestyle. Our Conscious Wealth Mangers help you identify your goals and inform your investment strategy and estate planning needs.

  • long-term Investing
  • Legacy Planning
  • Cash Flow

Health

Without your health, the other pillars of Conscious Wealth lose their shimmer. Although hidden from the surface, your mental clarity, emotional balance and underlying sense of wellbeing is the engine to achieving Conscious Wealth. This wealth conviction includes living in a state of health that enables joy, productivity, and satisfaction in various aspects of life. Our Conscious Wealth Managers coordinate your health goals with the concierge medical team of physicians, nutritionists and wellness specialists.

  • Movement and art
  • Health Span
  • Mental, Emotional and Physical

Perspective

How you view your place in the world is a form of wealth and source of strength. In many ways, you had this wealth perspective before you had financial wealth — and it endures even after you and your money are gone. Not only does it guide your actions, but lives within you and the people you have impacted throughout your life. As part of your legacy, you must design, cultivate and care for your wealth perspective as much as your other pillars of wealth. We help you address your mindset around personal growth, social connections, and environmental sustainability. The goal is to become aware of your own biases and the broader impact of your financial decisions.

  • Growth Mindset
  • Integrity
  • Higher Purpose

Connection

The highest form of legacy building is a selfless act where you can humbly transform your wealth into the betterment of others. If you wonder, “What is the point of it all?,” you merely need to look around. The quality and depth of your relationships with others and the environment is an integral part of Conscious Wealth. You foster strong, supportive, and reciprocal relationships that positively impact others and create unity. By doing so, you align your actions with your values. We have found that our clients prioritize serving their family and community through various means, including business, philanthropy, and how they live. Our Conscious Wealth Managers are on the lookout for ways to help you maximize your impact.

  • Business
  • Philanthropy / Service
  • Community and Family

Additional Resources

The Rarest Asset You'll Ever Own Isn't in Your Portfolio

The Rarest Asset You'll Ever Own Isn't in Your Portfolio

June 10, 2025

If you’ve ever stared at your investment account and thought, “Nice! But is something missing?”, you’re right. Your most precious asset isn’t a stock, a bond, or a post-dividend REIT. It’s you. Specifically, it’s your one, brief, biologically fragile, undeniably temporary(*sigh*) life. And thanks to a concept in psychology known as temporal scarcity, it might be more valuable than you realize.

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There Is No Finish Line: Health is a daily practice

There Is No Finish Line: Health is a daily practice

June 10, 2025

For as long as I can remember, I have played sports. I started playing baseball when I was 3 years old, and now I’m running at the highest level of track and field. Sports aren’t just something I do—they’re a lifestyle. I train seven days a week, 52 weeks a year.

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What the Trumpet Taught Me About Mastery, Mistakes, & Meaning

What the Trumpet Taught Me About Mastery, Mistakes, & Meaning

May 1, 2025

Music and art have always been a huge part of my life. I’ve found that I connect most deeply with people through the music they love. When I hear the soaring phrases of Tchaikovsky, the sweeping elegance of Strauss, or the depth and emotion of Mahler, I’m transported-- I see the most beautiful and tragic moments of my life flash before my eyes. Music has always been more than just sound to me; it’s been a way of understanding the world and the people in it.

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How a Changing Dollar Reshapes Business Strategy

How a Changing Dollar Reshapes Business Strategy

June 11, 2025

“The end of the Bretton Woods era in the 1970s fundamentally changed the conduct of monetary policy, as policymakers had to understand the effects of potentially more volatile movements of the U.S. dollar on American families and businesses.” - Jerome Powell, Chair of the Federal Reserve

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Getting into the Right College: This isn't the 1990's Admission Process

Getting into the Right College: This isn't the 1990's Admission Process

September 21, 2024

Remember when you applied to college? Maybe you took out your word processor and pulled together a handful of applications (there may have been some white-out involved), wrote an essay or two, and sent them off with a wing and a prayer. Then you got your acceptance letters (in the mail) and that was that. Fast forward to today - the college admissions landscape is completely unrecognizable to those of us who applied to college in the days before laptops and iPhones. Understanding the changes and what they mean to students (and you) can help families navigate the process successfully, and minimize everyone’s stress along the way.

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Staying Grounded in Uncertain Times

Staying Grounded in Uncertain Times

October 22, 2024

I am pretty sure I’m not the only one who finds it overwhelming to navigate the uncertainty in the world today. Whether it’s natural disasters, political polarization, global tensions, or issues closer to home like the health and well-being of loved ones, there is much happening in the world that contributes to a sense of uncertainty.

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The Nature of Valuation: Consciousness, Memories, and Resonance

The Nature of Valuation: Consciousness, Memories, and Resonance

July 23, 2024

Valuation is a concept that often seems straightforward on the surface. We frequently use monetary terms to quantify the worth of objects, properties, or businesses. However, this perspective only scratches the surface of the true nature of valuation, which is deeply intertwined with consciousness, subjective memories, and personal resonance.

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Investing in Longevity: Lessons from Blue Zones for Your Healthspan

Investing in Longevity: Lessons from Blue Zones for Your Healthspan

March 21, 2025

What if the key to a longer, healthier life was already in your daily routine, waiting to be noticed? Healthspan is about more than just living longer, it’s about maintaining vitality, purpose, and deep connections throughout life.

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Ensemble Intelligence: The Art of Integrated Leadership

Ensemble Intelligence: The Art of Integrated Leadership

May 20, 2025

Who do you think you are? Do you feel like the same person every day, moment to moment? Or do aspects of yourself shift with each circumstance and interaction?Some of the leaders I support spike high on consistency. But even the steadiest may fall into a less resourceful version of themselves when stuck in traffic.Like other human traits, our ability to access different parts of ourselves exists on a spectrum. The most successful leaders I've worked with move fluidly between aspects of themselves, flexing authentically to meet each situation without sacrificing their core.

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How a Career Crisis Led to More Than a Job Change: It Changed my Life

How a Career Crisis Led to More Than a Job Change: It Changed my Life

November 26, 2024

In my late thirties, I was invited to join a private investment banking firm owned by a multibillionaire and open a wealth management office in Atlanta. I built the office from the ground up, recruiting some phenomenal advisors and support staff to create a strong team.

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Don't Give Out Money to Charity: Out of Your Own Pocket

Don't Give Out Money to Charity: Out of Your Own Pocket

November 26, 2024

What if there was a way to give more to your favorite causes without dipping into your own wallet? Imagine a strategy that not only helps you maximize your generosity this giving season but also saves you money in the process.

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The Currency of Trust: Liquidity & Letting Go

The Currency of Trust: Liquidity & Letting Go

April 8, 2025

Kristina Wiltsee is a bridge between science and spirit. A business executive, intuitive coach, and healer who helps individuals and organizations navigate change with clarity and depth. As VP of Operations at a learning agency, Kristina brings structure and strategy to complex systems. Outside the boardroom, she’s a professional psychic consultant, YouTube creator, and writer focused on super-conscious living. With a background in chemistry and international relations from Carnegie Mellon, and past lives as a researcher, yoga teacher, herbalist, and global traveler, she blends deep analytical thinking with profound energetic insight. A mentalist and claircognizant, Kristina specializes in empowering others to access their own intuitive intelligence—without relying on external “healers.” She guides executives, teams, and individuals to tap into creative consciousness, helping them move confidently through transformation, decision-making, and spiritual growth. Kristina lives on a homestead in middle Georgia with her husband and two children, where she also grows food, hosts guests, and lives in close rhythm with the land. Her life’s work is to help others come into alignment with their own power—so they can lead, heal, and create from a place of truth.

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The "Why" Behind the Fuel I'm Consuming

The "Why" Behind the Fuel I'm Consuming

October 22, 2024

As a professional athlete, it is extremely important for me to manage anxiety and optimize routine to control as many variables as I can. In my search for tips on controlling anxiety and optimizing routine, I came across Andrew Huberman, a neuroscientist and professor at Stanford University School of Medicine. He is known for his research on brain function, behavior, and health. Huberman Lab podcast simplifies complex neurological systems to practicalities for everyday life.

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The Power of Employee Ownership

The Power of Employee Ownership

April 10, 2025

In this inspiring talk, the founder of Ocaquatics Swim School shares how an unexpected life detour led to the creation of one of the nation’s most impactful purpose-driven businesses. What began as a small swim lesson operation has now grown into a thriving employee-owned company with over 165 team members and nearly 3 million swim lessons taught.

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Paying For College:New Rules for 529's

Paying For College:New Rules for 529's

September 20, 2024

Many parents are thinking ahead and saving early for their children’s education. One great way to do so is through a 529 Savings Plan. The 529 plan is an account that allows investments to grow tax-free as long as the distributions from the account are used for qualified education expenses. This means if you deposit $1,000 into an account and it grows to $10,000, the $9,000 gain is not subject to capital gains or income tax if the funds are used for qualified expenses. With this kind of tax deferral, these can be powerful savings vehicles for your family. Let’s look at some common questions that people have about these accounts.

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How Passion Led to Purpose: Rediscovering My Path

How Passion Led to Purpose: Rediscovering My Path

September 20, 2024

It’s February 2020. I’m sitting in the Bobby Bailey Performing Arts Center past midnight, recording a 17-second orchestral excerpt for what feels like the 200th time this week. After a full day of classes, and a four-hour orchestra performance, everyone has left the stage but me. I’m exhausted, anxious, and wondering: Is this why I chose music?

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Community

Community

February 28, 2025

Community is the foundation of any successful team, and therefore one of the twelve foundations of Conscious Wealth. Community fosters connection, trust, and belonging, turning a group of individuals into a cohesive unit. When we feel part of a community, we’re more willing to invest ourselves fully, knowing we are surrounded by people who care about our contributions and well-being.

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Get Paid to Go to School: If Only it Were That Easy

Get Paid to Go to School: If Only it Were That Easy

September 20, 2024

Millions of kids growing up around the U.S. dream of becoming college athletes. For most, this is merely a dream. I was fortunate enough to be able to live out this dream. Two of my favorite things in the world are sports and numbers so I found some statistics about college athletics provided by the National Collegiate Athletic Association (NCAA).

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Voicing the Storm: Allow Your Subconscious to Talk

Voicing the Storm: Allow Your Subconscious to Talk

August 20, 2024

When life presents us with a storm, we can feel a maelstrom of emotions that overtake us. We can become overwhelmed. Frustrated. And feel like yelling. Or maybe, crawling away into a hole.

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The Enough Equation

The Enough Equation

March 24, 2025

“I made a formula to help with cultivating a Conscious Wealth Mindset. I call it my Enough Equation. “Enough” is my current financial assets and their growth, minus what I spend and will spend, plus my confidence to face adversity in the future, divided by my Money Memory.

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Staying Calm in High Pressure Situations

Staying Calm in High Pressure Situations

August 20, 2024

Before working with Conscious Wealth, I was a two year captain and 5 year letterman (thanks Covid) for the track and field team at the University of Georgia. I went from being a walk-on freshman to an All-American in my 4th year. Part of this succe

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Market Data

Market Data

November 23, 2024

Market corrections, while often unsettling, are a normal and healthy part of financial markets. Without the lows, there are no highs. One way to stay calm amidst the storm is to know the facts:

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Chasing Storms

Chasing Storms

August 23, 2024

The movie “Twisters” is a reboot of one of the best disaster movies ever made. It features a fleet of beautiful Dodge Ram trucks and some of the best special effects I have ever seen. The full theater experience, complete with surround sound, made the power of each storm pop right off the screen. The film was also surprisingly informative about how these storms form and the difficulties of living in an area where such natural disasters are common.

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How Will the Presidential Election affect the Market?

How Will the Presidential Election affect the Market?

October 22, 2024

We hear from many different people around the country and everyone has their own opinion about what could happen. While nobody can predict the future, we can look backwards to previous election years to gain some perspective.

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Giving Data

Giving Data

November 26, 2024

The 2024 leading indicators for giving are in, and they say that giving is in. Recently Bank of America conducted its annual giving research and released the highlights. They show a mindset shift has occurred among affluent Americans towards charitable giving. The study reveals a growing emphasis on intentional philanthropy and the intergenerational impact among this group.

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The Value of a Bag of Chips

The Value of a Bag of Chips

August 23, 2024

Doh! It seems that every time you purchase a bag of chips, not only is the bag more expensive, but there are less chips than ever. This is frustrating, deceptive, and leaves us all feeling like we did not get the true value of our dollars. We are not alone, Kitchen Cabinet Kings did a study on this back in 2018 and the results were interesting. Lets look at the top selling chip brands percentage ‘air’ and explore the best value alternatives.

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The Price of True Love: The Twelve Days of Christmas' Costs in 2024

The Price of True Love: The Twelve Days of Christmas' Costs in 2024

December 20, 2024

December is a season synonymous with giving. Whether it’s gifts for loved ones, volunteering time, or donating to those in need, generosity fills the air. In fact, nearly one-third of annual giving happens during this month.

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Preparing a Business Exit: Creating a Future of Wealth and Purpose

Preparing a Business Exit: Creating a Future of Wealth and Purpose

March 11, 2025

You built and led a thriving business, turning vision into success. Now, the next big decision is on the horizon. Whether driven by opportunity, growth, or a new chapter in life, an exit is more than a financial transaction. It is a chance to shape your future on your terms.

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Designing a Legacy: Wealth, Influence, and Impact

Designing a Legacy: Wealth, Influence, and Impact

March 21, 2025

After years of building and leading a successful enterprise, the next chapter presents an unparalleled opportunity: to shape a legacy that extends far beyond financial wealth. A well-designed legacy transforms financial success into a force for long-term empowerment, ensuring your impact continues to shape industries, communities, and future generations. Whether through family governance, philanthropic initiatives, impact investing, or thought leadership, your legacy is the deliberate expression of values, influence, and purpose.

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Scaling Your Business: Building What’s Next With Purpose and Precision

Scaling Your Business: Building What’s Next With Purpose and Precision

May 21, 2025

There comes a moment in every business where the way forward demands more than grit—it demands structure. The early traction is there. The offering is working. But now the stakes are growing, and so are the questions.How do you scale without losing control?How do you grow your team without diluting your culture?How do you evolve your role as a founder or leader—and still stay close to the purpose that started it all?

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The Process

At Conscious Wealth, our coaching prioritizes the process above all else. It empowers us to establish a robust foundation and sustain our growth. While we tailor each engagement with families to their unique needs, we always adhere to our established process. The process allows multi-generational families to redefine generational wealth.

Your Journey, Your Legacy

Every family has a unique history, and a compelling life story. Perhaps your entrepreneurial efforts sent you around the world. Or maybe your invention revolutionized an industry. Whatever the journey, your story is the genesis of your legacy - and is worth preserving.

As part of our legacy planning services, we help families elevate the stories of the lives so you safeguard this distinct identity of your estate. You are able to process histories, gain perspectives and share the experiences and values that define you.

Hover to Align

Smith Family Investment Philosophy

Investment Strategy

The Smith Family Estate Plan

Philanthropy Plan

Values and Vision

Next Generation Education

Family Statement of Values

Business Succession Plan

Individual's Vision

The Smith Family Estate Plan

Investment Strategy

Philanthropy Plan

Values and Vision

Next Generation Education

Business Succession Plan

Family Statement of Values

Individual's Vision

Smith Family Investment Philosophy

TRANSFORMING MONEY INTO JOY!

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