Navigate Wealth. Trust Yourself.
For families and business owners ready to lead their finances with clarity and more confidence. Ready to have the freedom you are seeking. Ready to reclaim yourself, your values and wealth, whatever those are for you.
Services include 1:1 support, resources and insurance strategies (through independent broker partnerships).
Your finances don't define you, they inform you.
Most people were never taught how to navigate their own inner wisdom. They avoid it, lead their money blindly, and outsource their life decisions. They move through life waiting for permission they were always allowed to give themselves.
Clarity changes that.
When you can see your truth clearly, your inner wisdom stops feeling abstract. It becomes something you can act on. Something you trust.
When clarity meets inner wisdom…
Confusion becomes clarity
→
Doubt becomes discernment
→
Wealth becomes something you navigate with confidence.
→
Nice to meet you, I’m Chrissy!
I'm a CPA, CA and independent financial broker on a mission to help you close the gap between where you are and where you're being called, by combining the inner work with financial expertise.
The life calling you becomes more real.
→
Understand your inner wisdom, options and next right step for you →
Set up your finances to build wealth, not just make money →
Share your expertise and guidance with others →
Upcoming Events →
In-person program for business owners
Coming soon…
Money Talk
Free monthly live chats where financial education meets evolution of your relationship with money.
Resources →
Some come here to understand their money, define what wealth means for them, and build a clear path forward.
Others discover they’re meant to guide others in doing the same. Both paths begin with the same thing. You, deciding to lead.
One-on-one Support
Lead money with clarity, deeper self-trust, and confidence. Personal, business or both.
Insurance & Income Strategies
Insurance with clarity & integrity (through independent broker partnerships).
Resources & Events
Clarity compounds. Experiences to understand your money and trust your decisions.
Insurance & Income Strategies
When you understand your options clearly, you make better decisions for your family, business and future.
Whether you’re here as a client seeking support, personally and/or business, or you’re here to earn extra income as a licensed financial broker, you're in the right place.
Achieved through independent broker partnerships. Innerwsie Financial Inc is not the broker. Chrissy Hollis is an independent financial broker.
Client Support
Helping you understand clearly the options that support your season of life, family and business as well as the future so you can choose the strategy that is aligned for you.
-
This is a space to understand your money more clearly, ask questions, and make informed decisions around things like:
Strategies to pay off debt
What to do with a large inheritance
Protecting your family and income
Getting your money working harder for you
Building your retirement
Clarity changes how you see everything, including your money. -
Together, we look at where you are today, what you’re building toward, and what needs protection along the way. Identify gaps and opportunities. Explore what aligned next steps look like for you.
To get started, you’ll receive a checklist to gather your financial information and priorities.
We meet to bring everything into clarity. From there, I map out aligned options, and we reconnect to walk through them so you can decide the next right step for you.
-
Nothing! This is a complimentary process, outside of any products you may choose to implement.
Become Licensed
Be a part of the mission and business model that is designed to help everyday people find financial stability.
-
You'll be helping everyday people cut through the confusion of their finances by deeply listening, providing opportunities aligned with their priorities, and help them hear their own inner wisdom to take action that actually make sense for their lives.
This includes offering and implementing insurance strategies that support long-term security, family protection, and income strategies.
-
You’ll be supported in getting licensed through our mentorship program for the LLQP (Life License Qualification Program), the required certification to become a licensed life insurance agent.
You will become an independent licensed financial broker.
-
It isn't just building a meaningful business. It’s about who you become in the process. Every day you show up, you grow into the leader and the person you're meant to be.
You build something that's yours. Willable to the people you love. With no ceiling on what you can earn. Inside a community that genuinely wants you to win.
As you build, you grow. In confidence, in leadership, in how you show up for your life and purpose.
Your pace. Your business. Your life.
One-on-one Support
You know something needs to change. The same way of interacting with your finances is keeping you stuck.
You're ready for more clarity, confidence, and alignment with your truth and vision.
Understand your finances in a way that matches how you think. Clear the conditioning and expectations, fear, and “shoulds” you were taught to follow. Define what wealth really means to you so you can cut through the noise, see your options clearly, reconnect to your inner wisdom and decide what is right for you.
Rooted in support that deeply listens and meets you where you are at, personal , business or both.
Clarity Sessions
Clarity changes how you lead money and yourself.
A 3-session process to see clearly how you relate to money, deepen your self-trust, and move forward with direction. Personal, business or both.
-
This is a space to stop circling the same questions and understand what's actually going on with your money, decisions, and the life you're building. To hear your inner wisdom more fully and to know the next right steps for you.
-
Over three sessions we move through the conditioning, reconnect to your inner wisdom, and get clear on your financial reality and decisions. So you can stop second-guessing and start leading.
Ready to go deeper and implement? That's what the mentorship intensive is for.
-
$900
Mentorship Intensive
A recalibration in how you lead money and yourself.
A private 2-month intensive to put into action real decisions, structure, and tools built for you. Shift how you relate to money and yourself. Support to gain real traction toward your vision. Personal, business or both.
-
We focus on aligned decision-making, the patterns shaping how you relate to money, and the custom support that matters most in this season.
Whether that's cash flow, financial organization, or something else entirely. All in service of building and protecting wealth that feels well.
-
You'll receive personalized guidance, practical tools, and space to see clearly so you move forward with intention.
This is for the self-aware person who takes responsibility and is ready to do the work.
This is leadership with money rooted in deeper self-trust.
2 months • 8 weekly 1:1 virtual sessions • email support between sessions • customized tools and guidance.
-
Investment:
$3,500 with focus on personal or business
$6,000 for focus on both
