Master Planifesting: Merging Values, Vision & Wealth 👑 With Tracey Lundell

✨ In this heart-centered conversation, Jenni sits down with Tracey Lundell—Senior Investment Advisor and founder of Sea Glass Wealth—to talk about aligning money with meaning. Tracey shares how she integrates practical financial planning with deep value-based visioning to help her clients create lives they don’t want to retire from. From using tangible card exercises to uncover core values, to coining the term Master Planifesting, Tracey offers an inspiring blend of real-world financial wisdom and intentional manifestation practices.

She also opens up about her personal journey with manifestation, how shifting her mindset led to incredible outcomes in life and business, and why women especially need to give themselves permission to step into financial abundance. If you’ve ever felt disconnected from the numbers side of money and longed for a more values-aligned, intuitive path—this episode will spark clarity and courage.

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🔑 In This Episode:

• How Tracey blends traditional wealth management with manifestation

• What Master Planifesting means and how it came to be

• How your childhood money story influences your current financial patterns

• A powerful visioneering exercise to manifest aligned outcomes

• Why women often get in their own way when it comes to money—and how to shift that

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🔗 Connect with Tracey:

🌐 Website: www.seaglasswealth.com
💼 LinkedIn: Tracey Lundell on LinkedIn
📱 Facebook: Sea Glass Wealth

✨ Follow the Podcast
Instagram: @manifestationandmoneypodcast
Join the Manifestation Playground: www.manifestationplayground.ca

#moneyessentials #financialfreedom #investingforwomen #buildwealth 

Episode Transcript

Jenni (00:00):
Welcome to the Manifestation in Money Podcast, Tracy. Thank you. I'm excited to be here. I'm excited to have you here too. Especially 'cause we just discovered we're both from the same neck of the woods here are in British Columbia, Canada, so that's kind of a fun one today.

(00:01):
Yeah, definitely. 'cause when I was reading through your bio and stuff. I loved that you Well, okay, so here's the the really dry version. Oh, you're a financial planner. Like yeah, it's numbers, it's boring. You go in. How much money do you wanna put away? It just kind of seems like it could be dry and dull, but under the essence of what I've picked up from your organization here, I don't feel like that is you guys at all.
We better know what those things are that you wanna do in your life and where you are on that journey to get to them. We do a lot of. That kind of planning with people. We talk about people's values, we talk about like family structures, we talk about your money story, and I know you've had previous podcasts about money stories, so we kind of start further back because I think we kind of need to know the big picture before we even jump into , the boring numbers.
It was a taboo subject for a lot of us. Mm-hmm. Growing up. And I don't know that we talk about it a lot and maybe that's just because of like societal norms of, no, you don't talk to people about money. Or maybe it's a cultural thing or maybe it's just a. Our parents didn't have the financial knowledge or literacy to have those conversations with us, so it was just not talked about.
Although I believe that retirement is a bit of an antiquated. Term, like I don't think people really fully retire anymore. It's not like it used to be. So we talk about that a little bit. But , also just mapping out the short, medium, long-term goals, which doesn't sound exciting, but like what are the things that you wanna achieve in the next year?
So it's a really tangible way for people to be able to sort their thoughts and go, yeah, you know what? This is important. This is kind of important. This I don't really care about. And they go through this big sorting exercise. And the idea is if we can end up with. Probably no more than five kind of ones that really hit home.

Tracey (00:06):
Yes, we do. Okay. I would say, and I don't know if that's just because I'm one, right. But I know it's also because of my past career.
'cause they love it so much.
If you're an employee, ask for the salary that you feel you deserve. And your counterparts are probably getting that. That would be the other part too. Right? Right. So I think we can get in our own way a little bit. Not a little bit actually often. Right. I think we can get in our own way. So it's really important to see where that sits and where.
I can. So , it's interesting 'cause I'm known about it. It's not like it's a, was a totally foreign concept. I didn't really see how it was applying or I didn't implement it in my own life really. And then over the last like decade, I've had some coaching experiences, which have been huge.
And so on a personal level, it was a very tangible conversation that I remember that kind of brought me around to that. And it was just a friend of mine. Who also coaches, but we know each other in a friendly way who said, okay, I know you've got a tough week coming up ahead. There's all these things that are coming, important meetings, important people you wanna meet, conversations that need to happen.
Yeah. And that's such a fun little exercise that you just shared there, , 'cause what's, what's the harm in that? You're creating the situation the way you want it in your mind and in your case articulating it, which can sometimes be even more powerful.
Yeah. That's just the math part. . So I think it's figuring out, instead of thinking, you know, what could be possible, it's like, okay, how do we make it possible? . So it's a, it's different 'cause there's action behind it and intention behind it. And I think that's where, that's the difference maker.
master plan manifesting not a real word, just in the Tracy Dictionary.
But at the same time, I think it's also making sure that it actually served me moving forward as well. So I had that weird entrepreneurial mindset even as an employee. But, Now it's just, I was always kind of told that I do things differently. Like, oh, we don't do things that way. And I'm like, okay, great.
And if you're not ready for that, then I'm not the right fit. But there's gonna be other people who would be more than happy to just manage your investments for you. , but we've always done things a little differently and I have my whole career. It's just now I actually have the autonomy to.

Jenni (00:16):
Previous, but I felt like a person, and I felt like there was a conversation in that this person knew who I was and understood me, and exactly that because the money piece. Like you said, that's just all a formula. You're figuring out how much you wanna earn by a certain date. You know, which funds and stuff they're supposed to probably stick it into for the best chance of that happening.
Let's not kid ourselves, especially with AI these days, like we're gonna get to a point where those decisions are not best served by humans. Right. What's gonna matter is that human element of really knowing the person and going, oh no, wait a minute. This is not the right choice because of this, this, and this.
And then I want you to go back at the end of 2025, and I want you to listen to this again. Yeah. And see what you said is going to come true to you.
, and only recently, like this whole podcast world is relatively new to me, so I've done a few by the end of this year. That would be cool. Alright. I would like to experience that a little bit more. , and my team has grown. I. It's December, 2025. That's, that's right. And I have more advise. We actually, as an aside, I'm pretty lucky we get a lot of advisors going.
Yikes. Exactly. Or you'll have to sit down at least and listen to it and Yeah. Yeah, definitely report back to me or if I, yeah. I should make myself a note here and I will reach out to you too and say, we'll figure it out. How did that play out for you? And my favorite wrap up question of the show.
Pick the one that means the most to you. I love that. Thank you so much for sharing. Yeah, and I would love one more share for you. Please share where listeners can reach out and catch more of you, Tracy.