Karen Caldwell
Professional / Personal Background
Karen brings to her 9-year coaching practice more than 30 years of executive experience in the financial services industry and commercial real estate finance. In addition to being a Certified Money Coach through The Money Coaching Institute, she is a Certified Wealth Builder through Loral Langemeier’s Live Out Loud organization, as well as a Pro EFT Practitioner (Progressive Emotional Freedom Technique), trained by EFT Master, Lindsay Kenny, and Zoe Walton. (More information on these certifications and techniques below.)
Karen is a graduate of the Coaches Training Institute and was trained as a life coach. She has also received her Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.
Her 15+ year commitment to Integral Transformative Practice (ITP) – a long-term practice for realizing the potential of body, mind, heart and soul – informs her life and work.
Karen is the founder and owner of Wealth Pathfinders, LLC and lives in San Rafael, CA, just north of San Francisco.
My Mission
“I feel very blessed to be doing this work and experience a deep sense of joy and fulfillment seeing my clients transform their lives. Through coaching, education, workshops, tele-classes and mentoring, my mission is to financially empower individuals and couples so they may lead more conscious, purposeful and prosperous lives and, thus be more able to contribute their unique gifts to this world and enjoy a more deeply fulfilling life.”
Certified Money Coach
Money Coaching is a step-by-step process developed by Deborah Price of the Money Coaching Institute that combines practical financial guidance with sound psychological principles to help clients identify and change their core money patterns. The process transforms one’s relationship with money by uncovering unconscious beliefs and patterns related to money that create stress, anxiety, fear and financial self-sabotage.
Certified Wealth Builder
Developed by Loral Langemeier, President of Live Out Loud, Inc., this wealth building technology is a step-by-step process to achieving financial freedom. The steps include: understanding your financial conditioning; getting educated; establishing your financial foundation; managing your lifestyle; developing your wealth plan and wealth acceleration strategies.
Pro EFT Practitioner
As a Pro EFT Practitioner, my coaching incorporates the use of the Emotional Freedom Technique (EFT), also known as Meridian Tapping, specifically Progressive EFT, developed by Lindsay Kenny, EFT Master.
EFT is based on the discovery that imbalances in the body’s energy system have a profound effect on one’s emotional and physical health. By correcting these energetic imbalances, which are the result of past negative experiences, events, thoughts and feelings, we are better able to let go of negative emotions and beliefs and open more fully to our potential. EFT involves tapping and stimulating specific body energy points, while verbalizing certain aspects of an issue or goal and then affirming the positive. Pro EFT incorporates the principles of the Law of Attraction and is a powerful tool in helping people overcome their negative and limiting beliefs about themselves and money.
Depending on client preferences, EFT may be used at each stage of my coaching process.
Personal Tidbits
I have always loved hiking and being in nature and have enjoyed some great hikes in the Sierras, Rockies, Alps and the Himalayas, as well as in the hills of Marin County, CA where I live. My trips to Bali, Nepal, Thailand and Kenya, as well as Europe, have broadened my world view and allowed me to experience many different cultures and cuisine, for which I am most grateful. I am a real softie when it comes to animals and dogs, having had dogs or cats most of my life. The Northwest has always had a special appeal for me, and for 10 years I split my time between San Rafael, CA and San Juan Island, WA. I have been married, but am recently divorced, so I can certainly empathize with people who are going through transition and looking to find new pathways.
HIRE KAREN AS YOUR COACH
