Welcome to Soul Wealthy Financial, where holistic financial planning meets intuitive guidance. Led by Sam, an experienced finance professional with a unique blend of traditional expertise and innovative, trauma-informed approaches, our mission is to help you align your finances with your intuition, values, and goals.
On this page, you’ll find a wealth of resources designed to support your financial journey, including a Financial Jargon Guide to demystify complex terms, a Money Rituals Guide to integrate positive financial habits into your daily life, and practical tools like a Net Worth Template, Statement of Cash Flow, Spending Analysis, and Debt Repayment Plan.
Dive in to start your path toward financial wellness and empowerment.
About Sam Madar
Residing in Phoenix, AZ, with her supportive husband Travis, Sam embodies a blend of earthly pleasures and cosmic alignments as a Taurus Sun, Libra Moon, and Cancer Rising, reflecting stability, balance, and nurturing energy. Her professional journey is impressive, holding a B.S. in Finance, an MBA, and certifications including CFP®, FINRA Series 65, and FPAC, with over six years of experience in public accounting in the banking and capital markets industry.
As a member of the XYPN Planning Network, she upholds high fiduciary standards, ensuring unbiased advice. Sam’s firm, Soul Wealthy Financial, integrates traditional financial planning with intuitive and trauma-informed approaches, utilizing techniques like shadow work, human design, and NLP. Certified in Trauma of Money, she addresses emotional and psychological aspects of money, emphasizing happiness, security, and a balance of logic and intuition in financial decisions.
Sam offers personalized financial planning, intuitive sessions, and free resources to help clients align their finances with their values and goals. Outside of work, Sam enjoys roller skating, dancing, yoga, and hiking, and is a passionate “Star Wars” fan. Her journey has been marked by resilience, particularly evident in her battle with melanoma skin cancer, which she overcame using her emotional and energetic toolkit. Looking forward to becoming a mother, Sam prioritizes her health and well-being, underscoring her commitment to holistic wellness in both her personal and professional life.
Sam’s Resources
FINANCIAL JARGON GUIDE
By understanding the word, you take control! This guide translates financial jargon into clear and simple terms.
MONEY RITUALS GUIDE
By setting intentions and shifting your mindset, attract abundance! This guide explores powerful money rituals to bring financial wellness your way.
Taking it to the next level!
Don’t navigate your finances with guesswork! These tools equips you with the essential financial tools to:
- Track your spending: Know where your money goes and identify areas to save. ️
- Create a budget: Plan for your future and avoid unnecessary debt.
- Invest wisely: Grow your wealth and reach your financial goals.
- Manage debt effectively: Develop strategies to pay off debt and achieve financial freedom.
Empower yourself to take control of your finances today!
CLICK TO ACCESS FOR FREE!
Four Important Things to Consider in Achieving Financial Knowledge and Freedom
ONE
Financial comparison is the greatest tool of ego and is what robs us of joy in the present moment.
TWO
Whatever you think money will bring you (happiness, success, safety, security), is actually the quality you need to develop within yourself first. That is how you build a strong emotional and energetic foundation for which money can flow to you.
THREE
When it comes to making financial decisions, using logic + intuition is key. It’s a balance of divine masculine and divine feminine energy. Logic helps make informed financial decisions from a place of clarity. Intuition is what guides us to the right opportunities/experiences for financial support.
FOUR
Vulnerability and authenticity are how we build trust within ourselves around money. But in order to do that, we must feel safe in our bodies to talk about money.
More from Sam Madar
Find more resources to support your goals journey in the Momma Has Goals Filing Cabinet!