August 11, 2025 • 20 mins
Got a question? Send me a text.
I'm peeling back the layers in this episode on why I let my CFP go and how I use financial planning with clients now.
This episode is for the woman who senses there's more to money than logic and spreadsheets. Who's done the planning, hit the milestones, and still feels disconnected. I invited you on my journey of choosing soul alignment over fear and how letting go of the traditional path allows me to serve clients at a more embodied, intuitive level.
In this episode, we'll explore:
- Why I walked away from the CFP designation
- How traditional financial planning often ignores intuition, emotion, and energy
- The moment I realized fear, not desire was keeping me tied to a system that no longer served me
- The difference between building wealth from scarcity vs. alignment
- What it means to embody prosperity consciousness
- Trusting your own financial wisdom before outsourcing to others
- Creating money structures rooted in self-trust, not formulas or fear
- The deeper emotional and energetic work behind money decisions
Want to learn more or connect with me?
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Step 3: Ready to transform your relationship with money and build true financial confidence?
Let’s create a plan that feels aligned, intentional, and empowering—just for you.
➡️ Schedule your free clarity call here (https://tidycal.com/eringray/45-min-call-with-erin)
Money doesn't have to feel overwhelming. Let's create a plan that feels nurturing and custom to you.
From my soul to yours,
Erin
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Erin Gray (00:00):
On the podcast today, I wanted to share why I let my
CFP go, which is a certifiedfinancial planner, and how it
has allowed me to serve at adeeper level.
Sometimes or I feel like a lotof times I'm talking to you, I'm
teaching, I'm sharing, but Iwanted to share a story about
personally why I decided to letmy CFP go and just give you some
(00:21):
more clarity and explain how ithas allowed me to serve clients
at a much deeper, soulful level.
I still believe in financialclarity and support and
financial planning and I alsofeel like sometimes that
traditional 3d model doesn'tnecessarily resonate.
And when I mean by 3d, I meanthe logic part, the very, I mean
(00:43):
there is a place for planningand but there's also the place
of intuition and spirit.
And you know what, as youevolve and you grow and your
consciousness changes, I thinkthat that is important to
include that in it and in theoverall planning.
(01:04):
That is important to includethat in it and in the overall
planning.
So I found myself, you know,outgrowing that, that very
logical 3d framework, and notjust for my own life but also
for the women that I mentor.
And so this shift it wasn'tjust about me, it was about.
What I had to really sit withis stepping into deeper
(01:29):
leadership and helping clientsaccess a higher, more soul
aligned relationship with money.
And I really had to, you know,start questioning was I keeping
my CFP from a place of desire orwas it coming from a place of
fear?
And when I asked myself thatquestion it was because of fear.
(01:51):
So I just wanted to dive intothat today and share a little
bit about that and my journey onthis episode.
Welcome back to your Money, yourRules podcast with me, your
host, erin Gray.
So I want to share, first andforemost, why you know, the
traditional CFP model didn't orI don't want to say didn't fit.
Maybe I outgrew it.
You know I love I will alwaystalk so highly about all of our
(02:14):
advisors.
You know CFPs and CPAs andattorneys and all of our
financial mentors that andmentors in general that guide us
along the way.
But what the industry I felt wastrying to do and if you
currently work with one,depending on their consciousness
, you may notice that they aremore so in the 3D.
(02:38):
You know, I had a client say tome the other day like she loves
her CFP and her recommendationsare great for her.
She's like, but she doesn'ttalk to me about the emotional
side, right, so it's very 3d,it's it's that long-term I call
it like in your head logic,long-term projections.
You know they they use theMonte Carlo simulation.
That is something where theyjust basically runs through all
(03:00):
different types of projections,all different types of scenarios
, to get to see how long willyour money last.
Basically, you know retirementscenarios that they help you
with planning.
You know, based on, like I said, very logic-based, not
intuition, and I don't want tosay a play it safe, but
definitely a covering all yourbases, and I don't want to say
(03:22):
planning for the worst,definitely a covering all your
bases and I don't want to sayplanning for the worst.
But oftentimes it is rooted inthe energy that it is coming
from, is coming from a place ofmaybe not fear.
That feels like a very strongword, but very much so like what
could go wrong or like if theshoe drops, kind of mentality
(03:43):
versus what magic and whatamazingness, and like all the
possibilities that couldactually happen.
To me it felt like a modelbuilt around managing money and,
although that is something thatI help clients do, help them
(04:03):
understand and how to managetheir money better.
It also doesn't encase how torelate to money.
What is your relationship withit?
How do you feel it?
Like I said, the emotional sideof money, which I think impacts
what we do with our money somuch more than just doing with
(04:25):
our money.
You know like our emotions playsuch a huge role and once you
are aware of your emotions, whenyou're aware of the energy that
you're coming from before youmake a decision, that is truly
what impacts yourdecision-making and how the
outcome is actually going to go,so much more than just the
action of doing it.
So at some point it started forme in my own journey with my
(04:49):
own financial planner.
It started to feel like theconversations were more about
checking the boxes and lessabout honoring the energy of
wealth and wealth consciousness.
I began to feel verydisconnected from him and with
(05:10):
my money.
And you know, depending on howyou have set up, you know, a
relationship with your planner,maybe it is very relational base
and I think that if you arelooking for one or you have one,
that it needs to be that basisof that.
It needs to be a veryrelational, a relationship,
right Like they've got to get toknow you.
(05:31):
They have to understand whatyour wants and desires are,
which I felt like my planner.
We kind of got to that placewhere it was just semi-annual
phone calls, you know, to checkour accounts and allocate,
reallocate our funds.
It felt very masculine, youknow, in that masculine energy
(05:54):
and it didn't didn't feel likethat there was a lot of room for
that feminine, intuitivedecision-making.
And some of you might belistening and be like, okay,
well then you just go getanother CFP, go get another
planner.
And while that is true and thatis an option, what I needed to
(06:14):
do first for me and with ourmoney was to own it and to trust
my decisions before I went offand I hired someone else.
And I think so often, you know,when clients come to me, one of
the things that we really workon is learning to help them
(06:35):
trust themselves, helping themlearn to honor their intuition,
and I think we have outsourcedour power to so many different
people.
And so, if this is you, I firstwant to say it's not a problem,
it's not an issue.
Just recognize it and remember,recognize where do you want to
start taking back some of thatpower and owning your
(06:59):
decision-making?
And one of the things that, asI really expanded my
consciousness and my wealthconsciousness is no longer
thinking in formulas like havingfaith over logic and really
understanding If you've read anyof Neville Goddard's work,
which I highly recommend isreally everything has already
(07:23):
been created already, everythingthat we could ever want, ever
have.
All of it has already beencreated.
All we need to do is tomanifest it, meaning bring it
from that 5D reality into the 3D.
So I don't make decisionsanymore from my mind.
I make them very intuitively.
I'm not perfect at it and I'm awork in progress, like everyone
(07:45):
else is, but I really try tolive in that place of intuitive
and following my sacral ifyou're familiar with human
design like following what mybody is telling me over what my
mind is Also moving from.
You know, the scarcitytimelines or scarcity thinking.
You know making decisions froman abundance mindset.
(08:08):
What would I love, trusting andhaving faith and like I talked
about in the previous episode,is I don't believe that we
should defer any of our joy orour living until we get to
retirement, and I'm not sayingthat planners do that.
I also think that a largemajority of our collective
(08:31):
consciousness does believe thatwe, you know, have to put money
aside for retirement, becausethere will be a point in time
when we will not work.
And I really want to encourageyou to start opening up your
mind, to think or to ponder,like, what if that's not true?
What if I can make money doingwhat I love right now and I can
continue that even as I'm in my50s, 60s, 70s?
(08:55):
I mean, I think like we're justgetting started.
At the age that we are now,like I think there's so much
value and impact that we have togive to the world, I can't
imagine deciding to stop, youknow, in 10 years, because
that's what we've been taught.
And I just want to say that youknow anything that I teach or
(09:16):
that I coach on or I mentor on.
It's something that I haveembodied for myself, because
that is a big value of mine.
When I say being authentic, itis coming from that place of
like I've done it and so I canwalk you through it.
My experience may be differentthan yours, but I am, you know,
practicing, if you want to saypracticing what I preach.
(09:38):
So I think that me being ableto really dive into the money
systems and I'm talkingspecifically about the Western
world and kind of how we havebeen taught to think about money
and the financial industry andjust really starting to pick
(10:02):
apart what are the parts that Iwant to keep, what are the parts
that I want to embrace andallow me to continue on my
journey, and what are thoseparts that I'm willing to let go
of.
So which leads me to, you know,letting go and doing things
differently, which, you know, inthe beginning felt a little
scary because you know, the cfb,cfp board talks to you about
(10:24):
like well, if you let go of yourlicense, you're never going to
be able to get it back.
And, like I said, it's a lot ofthis fear-based thinking.
So I kept my license or mydesignation for I don't know 10
I don't know how many years 10plus years, probably, probably
more than that because I hadthat fear of if I lose it, I'll
never be able to get it back.
But then I decided to let it go.
I made that decision and cometo find out they were calling me
(10:48):
and sending me letters all thetime, trying to get me back in
to.
You know, all I had to do wasjust pay the fee and I would be,
you know, have my designationreinstated all that kind of
stuff.
And so you know it wasn't likeI said.
You know 10 years, 10 plusyears, it wasn't an impulsive
(11:09):
decision, it was veryintentional and I had even
talked to my own financialplanner, which is a CFP as well,
about letting it go and he hadmade that suggestion.
Just to you know, keep itbecause of the time that was
involved.
You know studying for the testyou have to take, so you have to
like be in practice for so manyyears before you're actually
able to sit for the test.
(11:30):
You know just all of thesethings that you have to do in
order to take it and then passit.
But, like I said, what Irealized is I was keeping my
designation from a place of fear, not expansion, and I didn't
want to make a decision fromthat place.
I realized that in order totruly serve the women and men I
(11:53):
do help, men that I work withhigh, achieving what I call
soul-led leaders, I had to modela different way of doing money,
which doesn't alwaysnecessarily I don't want to say
agree, but may not be inalignment by, maybe, what we
have been taught to do with ourmoney.
(12:14):
So I needed to be able to showyou that we could build and we
can build wealth from alignment,not from scarcity or stress,
that we can create structures,you know, rooted in our nervous
system, in our intuition, notfrom somebody else's Monte Carlo
(12:35):
system or spreadsheet orsoftware program.
That that, moving beyond thatbinary thinking of saving and or
versus spending to, or nowversus later, to more flow and
more freedom and living and trueprosperity consciousness, you
know the definition ofprosperity is the feeling that
(12:58):
you feel when the money is spentand also allowing for the
influx and the outflux of money.
And a lot of us have nottrained our nervous systems to
get to that place yet.
We feel really safe when ourbank accounts at a certain
amount of money right, andeverybody has a certain level
and that's okay.
And true prosperity is knowingthat it will always come back.
(13:24):
It always fills back up again.
So, by releasing thatrelationship that I had with my
own planner and also from havingthat designation, you know,
behind my name and abiding bytheir rules and regulations, you
know I ultimately it felt likea freeing right, a freeing of
(13:47):
myself from the need to fit intoa box or specific desires into
somebody else's.
You know formula and what Ireally think that I did was is
really gave myself thepermission to guide others in
building wealth on their termsthat makes them feel alive.
(14:10):
That does incorporate thespiritual and the 5D of money
along with the 3D right.
So I do with clients.
We do still talk about that 3Dpart of money because we do live
on the material plane, but it'snot the only thing that we talk
(14:30):
about right.
Like I said, the energy thatyou move from when you take
action is what determines theoutcome.
And so teaching clients abouthow your energy moves, what you
are thinking and believing, youknow, are you in a poverty
conscious or a wealth consciousmentality, or some may call it
(14:51):
scarcity mindset or abundancemindset Like what are your core
beliefs when it comes to money,and also about who you are money
and also about who you are.
So you know, fast forward totoday, to you know who I am now
and how I support clients.
I don't teach financial planningin the traditional sense
(15:12):
anymore.
I think what I do is I teachtrue financial embodiment, like
how to feel safe with your money, how to feel safe first and
foremost within yourself, right,and then, because you feel safe
and secure, then that just howit shows up in your money or how
it shows up in yourrelationships or in your
business, like that's abyproduct, right, but who you
(15:34):
are as a person.
That is what I'm teaching youknow, teaching you how to make
intuitive decisions and livingfrom your deepest values now.
Now also recognizing that whoyou are today is going to be
different than who you are insix months, a year, five years,
10 years from now.
So, allowing those values tochange, allowing who you are as
a person to change, allowingthat fluidity and also knowing
(15:58):
that that's okay and makingdecisions from that place.
Also knowing that that's okayand making decisions from that
place.
I also teach what I callsovereignty.
You know not giving yourauthority away to any external
expert.
I think that they have theirplace.
They are our advisors and theyare our guides, but you are
ultimately the one that makesthe decision.
(16:18):
You know learning to partnerwith them and with money, from
that deep sense of self-trustthat you have your back, even
though it may not look like whatyou know, the decision that you
are making.
That might not be the one thatthey would make or that they
would advise you on, but youfeel solid in your decision and
(16:39):
I see now, I mean I'm always,sometimes I do consider myself a
trailblazer, because I do thinksometimes I I don't want to say
sometimes a lot of times youknow how I live my life, how I
make decisions, how I I'm a bigbeliever in you know like I have
to practice what I preach.
I have to have gone first beforeI teach it to you.
(17:00):
What I preach, I have to havegone first before I teach it to
you.
And so I see how I had to havethat experience with my own
planner and how I had to comefrom the 3D world myself, right,
how I had to move from thatplace of logic and analytical
and you know, show me thenumbers and everything had to
make sense in my mind to bemoved to more so in the 5D, in
(17:24):
the spiritual world, and thentaking action from that place.
I had to do that first formyself in order to be able to
teach it to you.
And I also had to have thecontrast right To see that there
was a different way.
Like, if we don't have thatcontrast, if we don't have
something that is different,then we don't know.
Like, how do we know what joyfeels like if we don't feel
(17:46):
sadness?
How do we know what abundancefeels like unless we've felt or
know what scarcity is right?
Like we have to have contrastin order to see what is on the
other side, and I think thatthat is important, at least for
me, that I had to experience tosee.
Okay, that is one way to do itand there is no right or wrong
(18:07):
way.
But for me and my body and howI want to serve and impact and
change the world, it is fromthat spiritual perspective first
and then through the 3D.
So if you have ever felt liketraditional financial advice
doesn't really fully speak toyour heart or your intuition or
(18:28):
maybe a deeper vision that youhave for yourself in your life,
I want you to know that you arenot the only one.
My clients and myself, you knowwe experience things and feel
differently, and I think thatyou are not.
I mean, nobody's ever wrong.
Right?
You're not wrong for craving amore soulful approach to wealth.
(18:51):
You are not wrong for wantingto have the emotional part as
well as the money managementpart together as the money
management part together.
You don't have to follow amodel that you know everyone
(19:13):
else has subscribed to Like youget to enjoy your life now and
build and continue to buildwealth now and in the future.
You get to have a business thatyou love now and that supports
you now as well as in the future, like we don't have to delay
our joy or outsource our wisdom.
And if this is something that isspeaking to your heart, I want
to encourage you to reach out tohave a conversation with me,
(19:34):
see if we are a good fit foreach other.
And you know, I want toencourage each of you, like the
reason why I named my podcast,your Money, your Rules is to
encourage each of you to let goof these rigid rules that we
have been conditioned to live inand to believe that is true,
and to build a financial lifethat feels so deeply aligned to
(19:58):
who you are and your vision, andfor you to feel alive and to
wake up energized every singlemorning and to feel abundant.
If that is something thatspeaks to you and you want to
see about working together, youcan just click on the link in
the show notes and schedule thetime to have a conversation.
Okay, until next time.
(20:20):
I want to encourage you totrust yourself, to trust your
knowing and your intuition, andif you're like Erin, I don't
even know how to begin.
Just get quiet with yourself,start to tune in to what your
body is feeling and honor that.
And just start small and ownyour sovereignty, your decision
(20:43):
making, what you want in yourlife, what you know that you are
capable of having, and untilnext time.
On the podcast today, I wanted to share why I let my
CFP go, which is a certifiedfinancial planner, and how it
has allowed me to serve at adeeper level.
Sometimes or I feel like a lotof times I'm talking to you, I'm
teaching, I'm sharing, but Iwanted to share a story about
personally why I decided to letmy CFP go and just give you some
(00:21):
more clarity and explain how ithas allowed me to serve clients
at a much deeper, soulful level.
I still believe in financialclarity and support and
financial planning and I alsofeel like sometimes that
traditional 3d model doesn'tnecessarily resonate.
And when I mean by 3d, I meanthe logic part, the very, I mean
(00:43):
there is a place for planningand but there's also the place
of intuition and spirit.
And you know what, as youevolve and you grow and your
consciousness changes, I thinkthat that is important to
include that in it and in theoverall planning.
(01:04):
That is important to includethat in it and in the overall
planning.
So I found myself, you know,outgrowing that, that very
logical 3d framework, and notjust for my own life but also
for the women that I mentor.
And so this shift it wasn'tjust about me, it was about.
What I had to really sit withis stepping into deeper
(01:29):
leadership and helping clientsaccess a higher, more soul
aligned relationship with money.
And I really had to, you know,start questioning was I keeping
my CFP from a place of desire orwas it coming from a place of
fear?
And when I asked myself thatquestion it was because of fear.
(01:51):
So I just wanted to dive intothat today and share a little
bit about that and my journey onthis episode.
Welcome back to your Money, yourRules podcast with me, your
host, erin Gray.
So I want to share, first andforemost, why you know, the
traditional CFP model didn't orI don't want to say didn't fit.
Maybe I outgrew it.
You know I love I will alwaystalk so highly about all of our
(02:14):
advisors.
You know CFPs and CPAs andattorneys and all of our
financial mentors that andmentors in general that guide us
along the way.
But what the industry I felt wastrying to do and if you
currently work with one,depending on their consciousness
, you may notice that they aremore so in the 3D.
(02:38):
You know, I had a client say tome the other day like she loves
her CFP and her recommendationsare great for her.
She's like, but she doesn'ttalk to me about the emotional
side, right, so it's very 3d,it's it's that long-term I call
it like in your head logic,long-term projections.
You know they they use theMonte Carlo simulation.
That is something where theyjust basically runs through all
(03:00):
different types of projections,all different types of scenarios
, to get to see how long willyour money last.
Basically, you know retirementscenarios that they help you
with planning.
You know, based on, like I said, very logic-based, not
intuition, and I don't want tosay a play it safe, but
definitely a covering all yourbases, and I don't want to say
(03:22):
planning for the worst,definitely a covering all your
bases and I don't want to sayplanning for the worst.
But oftentimes it is rooted inthe energy that it is coming
from, is coming from a place ofmaybe not fear.
That feels like a very strongword, but very much so like what
could go wrong or like if theshoe drops, kind of mentality
(03:43):
versus what magic and whatamazingness, and like all the
possibilities that couldactually happen.
To me it felt like a modelbuilt around managing money and,
although that is something thatI help clients do, help them
(04:03):
understand and how to managetheir money better.
It also doesn't encase how torelate to money.
What is your relationship withit?
How do you feel it?
Like I said, the emotional sideof money, which I think impacts
what we do with our money somuch more than just doing with
(04:25):
our money.
You know like our emotions playsuch a huge role and once you
are aware of your emotions, whenyou're aware of the energy that
you're coming from before youmake a decision, that is truly
what impacts yourdecision-making and how the
outcome is actually going to go,so much more than just the
action of doing it.
So at some point it started forme in my own journey with my
(04:49):
own financial planner.
It started to feel like theconversations were more about
checking the boxes and lessabout honoring the energy of
wealth and wealth consciousness.
I began to feel verydisconnected from him and with
(05:10):
my money.
And you know, depending on howyou have set up, you know, a
relationship with your planner,maybe it is very relational base
and I think that if you arelooking for one or you have one,
that it needs to be that basisof that.
It needs to be a veryrelational, a relationship,
right Like they've got to get toknow you.
(05:31):
They have to understand whatyour wants and desires are,
which I felt like my planner.
We kind of got to that placewhere it was just semi-annual
phone calls, you know, to checkour accounts and allocate,
reallocate our funds.
It felt very masculine, youknow, in that masculine energy
(05:54):
and it didn't didn't feel likethat there was a lot of room for
that feminine, intuitivedecision-making.
And some of you might belistening and be like, okay,
well then you just go getanother CFP, go get another
planner.
And while that is true and thatis an option, what I needed to
(06:14):
do first for me and with ourmoney was to own it and to trust
my decisions before I went offand I hired someone else.
And I think so often, you know,when clients come to me, one of
the things that we really workon is learning to help them
(06:35):
trust themselves, helping themlearn to honor their intuition,
and I think we have outsourcedour power to so many different
people.
And so, if this is you, I firstwant to say it's not a problem,
it's not an issue.
Just recognize it and remember,recognize where do you want to
start taking back some of thatpower and owning your
(06:59):
decision-making?
And one of the things that, asI really expanded my
consciousness and my wealthconsciousness is no longer
thinking in formulas like havingfaith over logic and really
understanding If you've read anyof Neville Goddard's work,
which I highly recommend isreally everything has already
(07:23):
been created already, everythingthat we could ever want, ever
have.
All of it has already beencreated.
All we need to do is tomanifest it, meaning bring it
from that 5D reality into the 3D.
So I don't make decisionsanymore from my mind.
I make them very intuitively.
I'm not perfect at it and I'm awork in progress, like everyone
(07:45):
else is, but I really try tolive in that place of intuitive
and following my sacral ifyou're familiar with human
design like following what mybody is telling me over what my
mind is Also moving from.
You know, the scarcitytimelines or scarcity thinking.
You know making decisions froman abundance mindset.
(08:08):
What would I love, trusting andhaving faith and like I talked
about in the previous episode,is I don't believe that we
should defer any of our joy orour living until we get to
retirement, and I'm not sayingthat planners do that.
I also think that a largemajority of our collective
(08:31):
consciousness does believe thatwe, you know, have to put money
aside for retirement, becausethere will be a point in time
when we will not work.
And I really want to encourageyou to start opening up your
mind, to think or to ponder,like, what if that's not true?
What if I can make money doingwhat I love right now and I can
continue that even as I'm in my50s, 60s, 70s?
(08:55):
I mean, I think like we're justgetting started.
At the age that we are now,like I think there's so much
value and impact that we have togive to the world, I can't
imagine deciding to stop, youknow, in 10 years, because
that's what we've been taught.
And I just want to say that youknow anything that I teach or
(09:16):
that I coach on or I mentor on.
It's something that I haveembodied for myself, because
that is a big value of mine.
When I say being authentic, itis coming from that place of
like I've done it and so I canwalk you through it.
My experience may be differentthan yours, but I am, you know,
practicing, if you want to saypracticing what I preach.
(09:38):
So I think that me being ableto really dive into the money
systems and I'm talkingspecifically about the Western
world and kind of how we havebeen taught to think about money
and the financial industry andjust really starting to pick
(10:02):
apart what are the parts that Iwant to keep, what are the parts
that I want to embrace andallow me to continue on my
journey, and what are thoseparts that I'm willing to let go
of.
So which leads me to, you know,letting go and doing things
differently, which, you know, inthe beginning felt a little
scary because you know, the cfb,cfp board talks to you about
(10:24):
like well, if you let go of yourlicense, you're never going to
be able to get it back.
And, like I said, it's a lot ofthis fear-based thinking.
So I kept my license or mydesignation for I don't know 10
I don't know how many years 10plus years, probably, probably
more than that because I hadthat fear of if I lose it, I'll
never be able to get it back.
But then I decided to let it go.
I made that decision and cometo find out they were calling me
(10:48):
and sending me letters all thetime, trying to get me back in
to.
You know, all I had to do wasjust pay the fee and I would be,
you know, have my designationreinstated all that kind of
stuff.
And so you know it wasn't likeI said.
You know 10 years, 10 plusyears, it wasn't an impulsive
(11:09):
decision, it was veryintentional and I had even
talked to my own financialplanner, which is a CFP as well,
about letting it go and he hadmade that suggestion.
Just to you know, keep itbecause of the time that was
involved.
You know studying for the testyou have to take, so you have to
like be in practice for so manyyears before you're actually
able to sit for the test.
(11:30):
You know just all of thesethings that you have to do in
order to take it and then passit.
But, like I said, what Irealized is I was keeping my
designation from a place of fear, not expansion, and I didn't
want to make a decision fromthat place.
I realized that in order totruly serve the women and men I
(11:53):
do help, men that I work withhigh, achieving what I call
soul-led leaders, I had to modela different way of doing money,
which doesn't alwaysnecessarily I don't want to say
agree, but may not be inalignment by, maybe, what we
have been taught to do with ourmoney.
(12:14):
So I needed to be able to showyou that we could build and we
can build wealth from alignment,not from scarcity or stress,
that we can create structures,you know, rooted in our nervous
system, in our intuition, notfrom somebody else's Monte Carlo
(12:35):
system or spreadsheet orsoftware program.
That that, moving beyond thatbinary thinking of saving and or
versus spending to, or nowversus later, to more flow and
more freedom and living and trueprosperity consciousness, you
know the definition ofprosperity is the feeling that
(12:58):
you feel when the money is spentand also allowing for the
influx and the outflux of money.
And a lot of us have nottrained our nervous systems to
get to that place yet.
We feel really safe when ourbank accounts at a certain
amount of money right, andeverybody has a certain level
and that's okay.
And true prosperity is knowingthat it will always come back.
(13:24):
It always fills back up again.
So, by releasing thatrelationship that I had with my
own planner and also from havingthat designation, you know,
behind my name and abiding bytheir rules and regulations, you
know I ultimately it felt likea freeing right, a freeing of
(13:47):
myself from the need to fit intoa box or specific desires into
somebody else's.
You know formula and what Ireally think that I did was is
really gave myself thepermission to guide others in
building wealth on their termsthat makes them feel alive.
(14:10):
That does incorporate thespiritual and the 5D of money
along with the 3D right.
So I do with clients.
We do still talk about that 3Dpart of money because we do live
on the material plane, but it'snot the only thing that we talk
(14:30):
about right.
Like I said, the energy thatyou move from when you take
action is what determines theoutcome.
And so teaching clients abouthow your energy moves, what you
are thinking and believing, youknow, are you in a poverty
conscious or a wealth consciousmentality, or some may call it
(14:51):
scarcity mindset or abundancemindset Like what are your core
beliefs when it comes to money,and also about who you are money
and also about who you are.
So you know, fast forward totoday, to you know who I am now
and how I support clients.
I don't teach financial planningin the traditional sense
(15:12):
anymore.
I think what I do is I teachtrue financial embodiment, like
how to feel safe with your money, how to feel safe first and
foremost within yourself, right,and then, because you feel safe
and secure, then that just howit shows up in your money or how
it shows up in yourrelationships or in your
business, like that's abyproduct, right, but who you
(15:34):
are as a person.
That is what I'm teaching youknow, teaching you how to make
intuitive decisions and livingfrom your deepest values now.
Now also recognizing that whoyou are today is going to be
different than who you are insix months, a year, five years,
10 years from now.
So, allowing those values tochange, allowing who you are as
a person to change, allowingthat fluidity and also knowing
(15:58):
that that's okay and makingdecisions from that place.
Also knowing that that's okayand making decisions from that
place.
I also teach what I callsovereignty.
You know not giving yourauthority away to any external
expert.
I think that they have theirplace.
They are our advisors and theyare our guides, but you are
ultimately the one that makesthe decision.
(16:18):
You know learning to partnerwith them and with money, from
that deep sense of self-trustthat you have your back, even
though it may not look like whatyou know, the decision that you
are making.
That might not be the one thatthey would make or that they
would advise you on, but youfeel solid in your decision and
(16:39):
I see now, I mean I'm always,sometimes I do consider myself a
trailblazer, because I do thinksometimes I I don't want to say
sometimes a lot of times youknow how I live my life, how I
make decisions, how I I'm a bigbeliever in you know like I have
to practice what I preach.
I have to have gone first beforeI teach it to you.
(17:00):
What I preach, I have to havegone first before I teach it to
you.
And so I see how I had to havethat experience with my own
planner and how I had to comefrom the 3D world myself, right,
how I had to move from thatplace of logic and analytical
and you know, show me thenumbers and everything had to
make sense in my mind to bemoved to more so in the 5D, in
(17:24):
the spiritual world, and thentaking action from that place.
I had to do that first formyself in order to be able to
teach it to you.
And I also had to have thecontrast right To see that there
was a different way.
Like, if we don't have thatcontrast, if we don't have
something that is different,then we don't know.
Like, how do we know what joyfeels like if we don't feel
(17:46):
sadness?
How do we know what abundancefeels like unless we've felt or
know what scarcity is right?
Like we have to have contrastin order to see what is on the
other side, and I think thatthat is important, at least for
me, that I had to experience tosee.
Okay, that is one way to do itand there is no right or wrong
(18:07):
way.
But for me and my body and howI want to serve and impact and
change the world, it is fromthat spiritual perspective first
and then through the 3D.
So if you have ever felt liketraditional financial advice
doesn't really fully speak toyour heart or your intuition or
(18:28):
maybe a deeper vision that youhave for yourself in your life,
I want you to know that you arenot the only one.
My clients and myself, you knowwe experience things and feel
differently, and I think thatyou are not.
I mean, nobody's ever wrong.
Right?
You're not wrong for craving amore soulful approach to wealth.
(18:51):
You are not wrong for wantingto have the emotional part as
well as the money managementpart together as the money
management part together.
You don't have to follow amodel that you know everyone
(19:13):
else has subscribed to Like youget to enjoy your life now and
build and continue to buildwealth now and in the future.
You get to have a business thatyou love now and that supports
you now as well as in the future, like we don't have to delay
our joy or outsource our wisdom.
And if this is something that isspeaking to your heart, I want
to encourage you to reach out tohave a conversation with me,
(19:34):
see if we are a good fit foreach other.
And you know, I want toencourage each of you, like the
reason why I named my podcast,your Money, your Rules is to
encourage each of you to let goof these rigid rules that we
have been conditioned to live inand to believe that is true,
and to build a financial lifethat feels so deeply aligned to
(19:58):
who you are and your vision, andfor you to feel alive and to
wake up energized every singlemorning and to feel abundant.
If that is something thatspeaks to you and you want to
see about working together, youcan just click on the link in
the show notes and schedule thetime to have a conversation.
Okay, until next time.
(20:20):
I want to encourage you totrust yourself, to trust your
knowing and your intuition, andif you're like Erin, I don't
even know how to begin.
Just get quiet with yourself,start to tune in to what your
body is feeling and honor that.
And just start small and ownyour sovereignty, your decision
(20:43):
making, what you want in yourlife, what you know that you are
capable of having, and untilnext time.
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