Welcome to the future of financial empowerment. Shaping Wealth helps advisors and their clients achieve “funded contentment” – the ability to underwrite a meaningful life. Funded contentment is true wealth.

Channeling the disciplines of behavioral finance, positive psychology, and emotional intelligence, Shaping Wealth combines modern evidence-based research with timeless wisdom on a life well-lived to inspire better decisions, sturdier habits, and elevated wellbeing.