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Kristen Heaney

Family Wealth & Rising Generation Coach
Wealth is more than just money; it's a tool for creating a meaningful life.
  • English

    Language

  • Vero Beach, United States

    Location

  • Supportive and encouraging

    Coaching style

  • Online

    Form of conduct

About Me

I help inheritors confidently steward their wealth to create thriving families and a fulfilling life.

My Main Coaching Offer
Two Semesters
90-minute Zoom Meetings
Virtual Coaching

Transform Your Inheritance: Confidently Lead Your Family's Legacy

Cultivate confidence in managing inherited wealth.
Strengthen family connections and communication around finances.
Develop a strong personal identity and sense of purpose.
Results I help my clients achieve

Financial Competence

Gain the knowledge and skills needed to make informed financial decisions.

Stronger Family Bonds

Foster open and honest conversations about wealth within your family.

Purpose-Driven Life

Discover your passions and align your wealth with your values.