From Dream to Vision: Improving Health & Building Wealth

We want to help others live healthier, wealthier lives. 

Your wealth is our mission. Your health is our vision.

It makes no sense to pursue money at the expense of your health only to have to use your money to buy back your health later. An addiction to efficiency exists in our culture, and people are often swallowed by striving to get more done in less time with fewer resources at greater and greater cost to their health. To make matters worse, many people see money and value as outside of themselves, a frustrating system to which they must conform if they want any measure of “success.” The stress caused by living this way can be deadly and destructive.

We promote the view that money can and should be used as a positive source of energy nurturing your health and wellbeing, empowering you to live your life more fully. By neutralizing money you become able to interact with it more positively and accept that your financial practice is as important to your health and wellbeing as exercise, fresh air, and good nutrition. We believe there is no one way to manage money, no one recipe for financial health and you are your own financial guru.

Because health and wealth are intertwined, our mission is to help you implement small changes so you can experience less financial stress, less financial conflict, and more of what you love, more of your passions, and an increased capacity to live your best life. We help you understand how your financial life can be better integrated into the way you live. We leverage our financial expertise to help you feel more connected and in control of your financial wellbeing. We help you evolve with your money through a careful, considered investment strategy using the most appropriate financial products and services available.

To help you live well with your money, we have created a process for evolving along a predictable, repeatable, and sustainable path. We envision a healthier, wealthier life for you and can help you pursue it.


General Disclosure Long

Thrill Ride or Ego Trip: the Fifth Paradigm

unnamed Sound familiar? Do you have lots of energy? Do the things you do give you more energy? Are you typically pretty successful, able to reap & enjoy the fruits of your labor? Do you invest your time, energy, and money in ways that give you back more of the things you want? Do you look for the next big opportunity and make the most of the opportunities that come your way?

You were born with one of 7 ways of relating to the world, and if the above sounds familiar you might just be a natural Investor. You understand the value of getting something valuable back from what you put into situations, relationships, your health, finance, and everything in life. You aren’t inclined to simply save your money but put it to use creating more money, and you like to enjoy your money as well as your time, your relationships, your health & energy. You can be fun to be with, and you value productivity.

There is a dark side to this paradigm as there are with all the others. A dysfunctional Investor is easily addicted to substances and to adrenaline. Some gamble away their cash or lose everything due to speculative investing. Your behavior can be erratic when looking for the thrill. If your investing is all about your personal gain then it’s all about the ego vacuum, feeding the ego rather than providing more time, energy, wealth, and opportunities for yourself and those around you. Getting stuck in this paradigm is easier to recognize than being stuck in the Saver paradigm because the consequences are often catastrophic: you could lose everything that matters to you if you spin too wildly out of control.

A healthy Investor knows the line between the healthy pursuit of greater value and impulsive, unhealthy pursuit of more and more. Evolving means increasing the capacity for healthy investing, experiencing greater joy, and creating more ease in daily life. You can start by asking yourself these questions:

  • How are my finances? Could that part of my life be better? What would that look like?
  • How are my relationships? Could that part of my life be better? What would that look like?
  • How am I experiencing my time? Could that part of my life be better? What would that look like?
  • How is my health? My nutrition? My fitness? Could that part of my life be better? What would that look like?

It is very likely that if any part of your life isn’t what you’d like it to be and you’ve experienced the same things over and over again, you’re stuck. The stress & frustration being stuck causes isn’t necessary, not just the way it is. You can evolve into your higher self, the version of you who uses your strengths to live the life you want rather than a life that you’ve destroyed.

The first step is to really know yourself. Take our paradigm survey to find your nature and reach out to us with your questions. Or join us for a workshop that goes deeper into the paradigms, finances, and success. 

You can evolve.

Know yourself. Know what you want. Find the right coach. Evolve with your money.


Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. They do not necessarily reflect the views of LPL Financial.

Thank you to all the artists, writers, and creators who created our superheroes. You have given our culture a great gift; you are our heroes.



Love & Money: It’s not time to kill your lover.


Ahh, Valentine’s Day. Candy, hearts, and fighting about money.

Does your partner seem to be from another planet as far as money, work, and value are concerned? Or does it seem like you must be two different species? Have you ever wondered why you can have a conversation in your native tongue and come away with two different perspectives on the same thing? Does it just make you crazy? Stop it. You’re both right!

This is totally normal and natural, so stop thinking what you’re thinking. You each were born with a natural way of relating to value, (money and more than money), and chances are your partner has a different paradigm. When you try to communicate you may be speaking English but you may as well be speaking two very different languages because the meaning is always filtered through your paradigm.

The second highest cause of divorce is financial stress & conflict. Within that, the largest contributor is ineffective communication. And there is a solution.

First, know your paradigm. Then know your partner’s paradigm. You can quickly and easily find your paradigms here. We’ll send you follow-up information so you can identify your financial reality. Ask yourselves if you’re living the lives you want and understand that your financial state is a choice. This means you and your partner can pursue your own version of financial utopia. Or you can spin your wheels and live in conflict.

Next, accept that you likely have very different natures and perceive your financial situation differently. That is ok! No one paradigm is better than any other, and it’s the direction you move in that matters. We will coach you on the next steps toward making your vision real and help you both evolve with your money.

Please join us if you can for a workshop that goes into much more detail about how to live and thrive with someone so…unlike you! February 25th @ 7pm in the studio at Health Body Fit Mind, 184 Main St. in South Portland, Maine. If you can’t be there we’d be happy to meet with you or talk on the phone at any time.

It’s ok to be on different planets. You just need a shuttle to go back-and-forth. We can help.

Know yourselves. Know what you want. Find your coach. Evolve with your money.


Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.