Hitting your stride with career and income?

Now Take Control of Your Finances, Get Liftoff, Play Catch Up

  • Financial Planning

    Leave Paycheck to Paycheck. Get Liftoff to Financial Independence and Freedom.

  • Financial Coaching

    Develop new habits of mind, heart, and body to shift to a higher level of mastery.

  • Liftoff Program

    Learn about your Money Style, Super Power, and Blindspot. Walk the Ninefold Path To Prosperity.

  • Somatic Enneagram

    Blend Enneagram Wisdom with Somatic Embodiment to live into your deepest commitments…

“Paying attention to the

money is leading to greater clarity and sense of control.”

“We have finally moved past living paycheck to paycheck. We can plan for our future now.”

“We feel so much better knowing we are prepared for retirement.”

Customized Financial Planning

You’re finally hitting your stride with career and income. And you want to do better with your finances. But you need to break through the barriers that have held you back so you can gain control, get liftoff, and play catch up.

We work with you to build a Customized Financial Plan that fits your needs, background, money style, financial mastery level. We will address topics of spending, earning, assets, debt, taxes, education, housing, retirement, investing, and more. But we will also address the emotional aspects of money. You will gain insight into your money challenges and improve your money thinking.

Financial Coaching

You will develop new habits of mind, heart, and body that will shift you to a higher level of financial mastery. Our unique Financial Coaching program aims for mind-body transformation. In addition to holding you accountable for completing all the tasks and goals of your financial plan, we will address your specific money blindspots and unhelpful money beliefs. The outcome will support you in your life.

Somatic Enneagram Coaching

Discover your Enneagram type and open up a new development pathway. Focus on your Enneagram Style and how you can gain freedom from the grip it has on you across your whole life, from the way you do Money to the way you parent, lead, relate, and work. Become more clear about your strengths and blindspots, about your values and intentions, and be more aligned with what you care most about. Combining Enneagram wisdom and Somatic coaching is highly efficacious and enables you to start living into your commitments and dreams.

Prosperity Liftoff Program

Enroll in our online Prosperity Liftoff Program to learn about your money style, your money superpower, and your money blindspot and how to walk the nine-fold path to prosperity to get Prosperity Liftoff.

Freedom is for Everyone.

Not just the rich and powerful few. 

Our purpose is to empower people financially to achieve financial freedom

  • Freedom to be healthy, secure, choiceful.

  • Freedom from unhealthy thoughts, feelings, actions

  • Freedom to live how you want and do what you want

Certified Financial Planner®

Dr. Margaret Smith
Enneagram Professional, Integral Coach


PhD Harvard, BA/MA Yale Economics


Author, Workshop Facilitator, 9 Design Principles

What People Are Saying

“Dr. Margaret Smith has written the first book not simply about money and the Enneagram, but about money as an expression of consciousness. This is a powerful topic, deserving of wide attention and further development.” - Don Richard Riso, co-author of The Wisdom of the Enneagram

"Working with Margaret brought the financial peace of mind I’ve been seeking for years. Her ability to understand my concerns, my fears and my goals made the process feel like I was being seen and heard. Her advice helped me get focused on identifying what it is I want to create, what’s possible and where I would need to rethink my options. Her knowledge of money and the human spirit go hand in hand to serve her clients in the most personal and intimate way.”

“Margaret has been incredibly helpful in getting clear about the state of our finances and in thinking about building wealth for the medium and long term. Paying attention to the money has been leading to greater clarity and sense of control.”

“Financial planning has helped us, even though it is not marital therapy. For a couple like us, for whom marital work wouldn’t be appropriate, this has provided a platform that has allowed us to get into matters that can be deeply triggering for us.”

“Sometimes I use money in an emotional way. I’ve learned to be more objective about saving and spending and to work together as a partnership with my husband.”