What's your Money Archetype?

Get ready to discover your money archetype.

💖 Take this 5-question quiz to unlock your personal path to more financial freedom and flow. 💸

Financial freedom is about more than just accumulating wealth. It's about living a life that's rich in experiences, connections, and meaning.

- Dr. Brenda

In a world often fixated on accumulating stuff, we're here to guide you on how to build a truly rich life. Our approach is rooted in simplicity, aligning your financial goals with your values, and using your resources to make a positive impact on the world. It's about embracing LIFE - a holistic financial approach that encourages you to live purposefully, break free from constraints, and embrace a world of enrichment and meaningful experiences.


  • LIFESTYLE. Embrace a lifestyle that prioritizes experiences, adventure, and fulfillment over empty materialism and accumulation.
  • INTENTIONALITY. Live intentionally, where your actions and decisions align with your values and aspirations.
  • FREEDOM. Achieve personal and financial freedom, allowing you to live life on your terms and pursue your passions.
  • EXPLORATION. Explore the world, embrace new opportunities, and discover the extraordinary in everyday life.

No matter your starting point, we have the itinerary for your trip to financial freedom.

I want to MAP MY ROUTE

Chart your course to financial freedom with our fun Money Road Trip workbook and course.

I want to BUILD MY WEALTH

Become a valued member of our WealthRoad community to grow your wealth, access expert guidance, and embark on monthly finance adventures.

Current members:

I want to be PLANETSMART

Join us at PlanetSmart Finance Fest,
our inspiring virtual event, and discover how to grow your wealth while sustaining the planet.

Book and Course Now Available!

Get your copy of the Money Road Trip

Are you ready to chart your course to financial freedom? Grab our book. Take our course.


Dr. Brenda’s Programs are a Lifesaver

Gave me the confidence to dive in

KATHRYN H.

I was feeling uncertain as I approached a transition in my life. My finances were going to change, and I was unsure how to tackle the multiple priorities and balancing my budget. Dr. Brenda's coaching session provided me with an objective approach and concrete steps to make progress. Dr. Brenda’s Action Plan turned into a lifesaver! Dr. Brenda helped me tackle each step . . . and gave me the confidence to dive in.

I have clarity

TRACY P.

Before working with Dr. Brenda, my financial situation was okay, but I felt overwhelmed and confused. After working with Dr. Brenda, I have clarity about what I need to do to achieve my financial goals, and I feel more confident that I’m making the choices that will make the most out of my money. I loved working with Dr. Brenda!

A plan to pay off my house

WANDA B.

I truly believe [that] without your written plan, I would have wandered aimlessly through my financial life with no real direction and no goal. [Now I have] a plan to pay off my house, build my savings, afford my travels, and even have a retirement fund.

It has given me more freedom

MICHELLE L.

[This course] is a holistic deep-dive into what I want my days and years to look like. And by giving me access to the most recent research with logical steps to follow, it has given me more freedom, confidence, and empowerment than I could’ve imagined before embarking on this journey.

I now see attainable options

SYDNIE S.

Dr. Brenda met me where I was in financial planning. I was unclear how to put a plan together in which I could believe. I now see attainable options, not just fuzzy ideas. Dr. Brenda is the real deal!

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