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HER Wealth, HER Way:
Aligning Values, Wealth, and Legacy

Women of Wealth and Purpose

Many women lack the confidence, trusted guidance, and support systems needed to align their wealth with their values and legacy. Traditional systems often fail to provide clear, values-driven roadmaps for meaningful action and impactful contributions.

You’ve built something powerful—or you’ve inherited something meaningful. Now it’s time to make it your own.

At Luma Thrive, we work with women who are ready to move from success to significance. These women are executives, business owners, caregivers, inheritors, philanthropists, and changemakers. They share a common desire: to align their wealth with their values and design a life and legacy with purpose.

Here are just a few of the incredible women we support:

Do you face confidence and trust issues with wealth management?

Many women lack the confidence and trust to take bold actions with their wealth & philanthropy.

Confidence and Empowerment

Build financial literacy and confidence in a supportive environment, equipping women to make impactful decisions about their wealth and legacy.

Do you struggle with overcoming legacy challenges?

Women often struggle to design and implement their financial plans that align with their values, goals, and legacy.

Holistic Wealth and Impact

Create a comprehensive roadmap that aligns life, financial, and philanthropic goals for maximum fulfillment and long-term legacy.

Do you have disconnected support system?

Traditional  institutional systems often fail to offer the comprehensive, values-driven support that women seek.

Trustworthy Advisor Connections

Access guidance to identify and collaborate with advisors who align with their values and goals, simplifying the path to action.

Do you have limited access to clear guidance?

Women often lack a clear, trusted path to engage, contribute meaningfully, and find reliable advisors.

A Positive and Transformational Experience

Participate in a fun, engaging process that transforms how women view money, wealth, and their ability to create change.

The Wealth Accumulator

I’ve built success. Now, what does significance look like?

The Wealth Accumulator

A well-compensated executive or professional, you’ve grown your career and financial stability through focus and drive. Now you’re ready to pause, reflect, and explore how to turn that success into something deeply meaningful—for your family, your community, and the world.

The Visionary Business Owner

I run the business—and the business of life.

The Visionary Business Owner

You’re the CEO of your company and your household. You carry a lot, and you do it well—but you’re looking for space to step back and think more expansively. You want a plan that honors your values, supports your family, and creates an impact beyond the bottom line.

The Lead Breadwinner

Everyone relies on me—but I need someone in my corner.

The Lead Breadwinner

You’re the financial foundation for your family. From managing benefits to making big decisions, it’s easy to lose yourself in the constant responsibility. You’re looking for trusted guidance to help you align your resources with your long-term vision and values.

The Independent Widow

It’s time to make this next chapter mine.

The Independent Widow

You’ve experienced deep loss, and now you’re stepping into a new role—one you didn’t choose, but are ready to claim. You want clarity, confidence, and a sense of purpose as you make financial and life decisions on your terms.

The Thoughtful Inheritor

I want to be a good steward of what’s been passed to me.

The Thoughtful Inheritor

You’ve inherited wealth and a family legacy—and now you’re asking: What do I do with this? You’re ready to define what stewardship looks like for you and to build a life and impact plan that honors the past while shaping a future that’s uniquely yours.

You don’t have to fit into a box.


These are just a few of the women we walk beside. Wherever you are on your journey, if you’re ready to align your wealth with your life and legacy, we’re here to help.

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80% of HNW and UHNW women either don’t have a financial advisor or don’t like the one they have. (McKinsey & Company, 2020)

Women control over $10 trillion in U.S. wealth, yet most don’t feel their advisor understands them or their values.

Women are driving a seismic shift in wealth and philanthropy, yet many still feel underserved, underheard, or uncertain about how to use their financial power to create meaningful change.

Through stories, strategies, and actionable insights, Heather Ettinger helps you activate the potential of women’s wealth and legacy.

I partner with high-net-worth and ultra-high-net-worth women who are ready to align their values and life aspirations with a proactive, purpose-driven wealth strategy. These women are:

  • Courageous and Authentic: Ready to explore their money journey, uncover the messages shaping their values, and openly share challenges and dreams.
  • Growth-Oriented: Open to changing behaviors, adopting new strategies, and following a clearly defined plan for transformation.
  • Family and Community Focused: Deeply committed to fostering strong family ties and making meaningful contributions to their communities.
  • Legacy Builders: Focused on creating lasting impact through family support and strategic charitable giving, aligning their wealth with values most often to drive meaningful social change.

I help women turn their wealth into a force for values-driven impact—not as your wealth advisor, but by shifting mindset, building confidence, and guiding them toward the right advisors for their goals.

Start My Wealth Journey. Schedule a Consultation.

HOW WE CAN HELP:

Life Visioning, Transitions & Wealth Navigation

At Luma Thrive, we guide women through The Lumination Process, a structured coaching experience that helps you define your future and navigate financial relationships with confidence.

Get Started

The Lumination Process Cohort Program

Through guided discussions, structured exercises, and flexible time to address individual concerns, this cohort will provide the clarity and confidence needed to make informed financial decisions, overcome barriers, and design a meaningful legacy.

Get Started
  • Take the first step toward clarity, confidence, and impact—let’s create your roadmap today.