Holistic Wealth Team Liaison & Mindfulness Coach
Suzanne serves as the liason between your traditional wealth management journey with Jai and the financial planning team, guiding you seamlessly into the Holistic Wealth generation experience. This unique process integrates financial planning with the Blue Zone model—fostering balance across the eight essential aspects of holistic wealth:
- Mindfulness
- Physical Health
- Diet
- Social Interactions
- Self-Care
- Home Aesthetics
- Finances
- Spirituality
At the heart of this approach is elevated consciousness—deep self-awareness that enables greater intentionality and fulfillment in all areas of life. Using a coach approach centered on active listening, deep reflection, and meaningful engagement, Suzanne helps clients expand their self-knowledge, identify what brings them true joy, and create actionable plans to align their wealth with their well-being. She also introduces clients to the rest of the Holistic Wealth team, ensuring they have the right support on their holistic wealth journey.
Suzanne’s Approach
Suzanne brings a pragmatic yet visionary coaching style, balancing strategy with exploration while adapting to each client’s unique needs. Rooted in impact, growth, freedom, and compassion, her work consistently drives results.
With over 20 years of leadership experience in global corporate supply chain teams, Suzanne transitioned into executive and leadership coaching, inspired by her own quest for expanded consciousness and elevated impact. Her coaching is grounded in neuroscience and Positive Intelligence™, helping clients develop a conscious, empowered, and joyful approach to both wealth and life leadership.
Services Included:
- Meet & Greet – Answering your questions and aligning expectations
- Reflection on:
- Your Wealth Management journey so far
- Key exercises and reflections from the Luminous Wealth Journal that resonate
with you - Our Genogram insights—What is the source of JOY for you?
- Introduction to or review of the Eight Aspects of Holistic Wealth
- Assessment & Reflection
- Holistic Wealth Action Plan:
- Identifying 1-3 key initial areas of focus for greater balance, fulfillment, and
alignment with your mission statement, wealth goals, and joy - Prioritizing the aspects that will most impact health span = lifespan
- Identifying 1-3 key initial areas of focus for greater balance, fulfillment, and
Additional Add-ons:
- Mindfulness Coaching: for those seeking to evolve and deepen their mindfulness practice by developing and then practicing new habits of thought, choice and behavior to their day to day living in areas like non-judgement, patience, gratitude, letting go, trust and acceptance
- 1:1 Executive Leadership Coaching: for those seeking to jettison outdated leadership beliefs and habits, elevating their leadership impact while leading with more joy and less stress
- Group Coaching: Holistic Wealth Peer Advisory Council – A confidential peer group acting as your personal board of advisors, tackling challenges, opportunities, and strategies together
- Monthly meetings with an optional 1:1 coaching session in between
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