Financial Awakening: Conscious Wealth Reset with Katie Higbee

Together we’ll work through guided exercises to understand and rewire how you relate to money, clarify what truly matters in your life, and build a simple system that aligns your goals, habits, and investing with purpose and peace.

Most financial stress isn’t a math problem—it’s a relationship problem. Numbers only matter insofar as they support your dreams and values. Many people lack clarity about what truly matters and often reconnect with their priorities only during moments of crisis or major life transitions. Financial Awakening helps you gain clarity from within while offering practical, fiduciary-grade strategies to transform your relationship with money.

This workshop teaches you how to make conscious, values-based financial decisions—especially when emotion, noise, and life changes might otherwise derail your judgment. You’ll learn how to turn thoughtful decisions into a repeatable system that supports what matters most in your life.

Participants will explore how to shift:

• From reactive money decisions to proactive, grounded choices
• From scattered goals to a clear, prioritized plan
• From shame, avoidance, or scarcity to clarity, purpose, and self-trust
• From conflict and confusion to confidence, alignment, and calm momentum
• From “trying harder” to a system that supports long-term progress

The workshop moves through four phases: Awaken, Align, Build, and Execute.

Participants will leave with:

• A clear Money Map aligned with their values
• A prioritized goal plan for short-term milestones
• A decision framework for spending, saving, debt, and investing
• A foundational understanding of investments with a self-alignment checklist (risk, fees, concentration, time horizon, purpose)
• A repeatable accountability rhythm
• A Financial Awakening workbook and financial journal
• An opportunity to register for future Financial Awakening events at a discounted price

Date: Sunday, April 11
Time: 1:00 pm – 5:00 pm
Location: True Nature Kiva

Third Eye Financial created the Financial Awakening workshop framework that is offered as a standard of practice at Roaring Fork Wealth Management. RFWM is sponsoring this event, not presenting nor offering financial advice or recommendations. The offering is presented by Third Eye Financial founder Katie Higbee.

Katie Higbee is a registered fiduciary with Roaring Fork Wealth Management, she holds her series licensure (Series 7, Series 65, insurance), and is a Chartered Retirement Planning Counselor (CRPC®). She brings a next-generation lens: money as an energy that magnifies purpose. Katie isn’t teaching theory—she's been advising over a decade helping local entrepreneurs, pre-retirees, young families and old families level up with their money using purpose and intention as the inspiration behind her work. Her experience also comes from lived experience of scarcity, anxiety-driven money dynamics, and the generational impact of misaligned financial power.

With a B.A. in Psychology from CU Boulder and a career shaped by service, education, counseling, and fiduciary financial advising, Katie guides people through the real work behind money: the patterns, pressure, identity, and emotional responses that silently drive financial behavior.

A Returned Peace Corps Volunteer (Azerbaijan, 2007–2009) with TESL certification, Katie taught and worked internationally through her 20s—including consulting and support roles connected to humanitarian work and youth mental health. Her experience with trauma-impacted individuals and families informs a grounded, compassionate approach to financial conversations—without judgment and without jargon.

Katie chose the Roaring Fork Valley for the same reasons many families do—the mountains, the rivers, the hiking, the biking, the snow, the beauty, the pace, and the reminder to stay present. She married her husband Dan on Mt. Yeckel in 2017, becoming a bonus mom to three amazing kids and welcomed her miracle daughter in 2020. She knows the beauty of life here—and the real costs and constant tradeoffs—so her work stays grounded in what matters most: time, connection, and an intentional life. Katie’s work is deeply rooted in legacy: helping people create clarity, calm, and shared alignment—so money becomes a tool for a meaningful life, not a substitute for safety, identity, or love.

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At True Nature and Connection is the Medicine Foundation, we strive to create intentional, nourishing spaces and experiences for community connection and personal growth. To support a respectful and easeful experience for all, please view our, also listed below.

If you have any questions, you may contact Megan Miller, Director of Education and Programming at [email protected]

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This programming is brought to you through the Connection is the Medicine Foundation, a non-profit foundation dedicated to co-creating opportunities for people to connect – with self, community, and the natural world – so they can discover meaning, purpose, and happiness in service of our shared consciousness. We envision a world where connection is embodied as a core value that nurtures wholeness within and between us all.

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True Nature and Connection is the Medicine Foundation reserve the right to cancel any program or event at any time. In the event of a cancellation by TN or the Foundation, participants will receive a full refund.

Please note that certain programs may have unique cancellation policies—refer to individual program descriptions for specific details.

Unless otherwise noted in the program description:

• Refunds are available (minus processing fees) up to 24 hours prior to the scheduled start time.
• Tickets are transferable to another guest at any time with prior approval from the Event Manager.
• No refunds or credits will be granted for: Cancellations made day-of or after the event has started, No-shows, Early departures, Dissatisfaction with event content or presentation

For all refund or transfer requests, contact Megan Miller, Director of Education and Programming at: [email protected]

To support the integrity of the experience for all participants, we ask that you please observe the following guidelines:

• Arrival Time: Please arrive 15 minutes early to check in and settle. Events begin promptly at the scheduled start time.
• Late Attendance: Doors will close at the stated start time (e.g., 6:30 PM) to honor the sacred nature of the container and minimize disruptions, and late arrivals will not be admitted
• Substance Use: We ask that all guests arrive free of the influence of drugs or alcohol to maintain a clear, safe, and respectful space.

What to Bring & Community Care: You’re welcome to bring personal comfort items such as an eye mask, a small pillow, an extra blanket, or a yoga mat.

As these are shared community experiences, we kindly ask that you:

• Be mindful of personal hygiene and health
• Respect personal space and boundaries
• Refrain from using scented products that may affect others

Thank you for co-creating a respectful and enriching experience with us. We look forward to welcoming you into our sacred space.

Community Conduct and Shared Space Guidelines: Connection is the Medicine Foundation programs are designed to foster meaningful connection, reflection, and personal growth within a supportive communal environment. We ask all participants to honor a shared social norm of respect, presence, and care for one another’s experience.

If at any time a participant is experiencing an unusual, heightened, or disruptive reaction or response that impacts the collective space, the Foundation and/or Facilitator reserves the right to intervene and, if necessary, ask the individual to step away from the gathering. This is not intended as a judgment, but as a means of protecting the integrity of the shared experience, ensuring that all participants continue their journey without undue disruption.

We invite all participants to practice self-awareness, personal responsibility, and compassion to help us maintain a safe, welcoming, and nourishing environment for all.

If you have questions or concerns regarding Event Etiquette and Policies, you may reach out to Megan Miller, Director of Education and Programming: [email protected]

Disclaimer and Hold Harmless Agreement: The views and opinions expressed by facilitators during True Nature and Connection is the Medicine Foundation events, discussions, or any related activities are their own and do not necessarily reflect the views or opinions of True Nature or the Foundation. We are committed to providing a platform for diverse perspectives and open dialogue, and the words of facilitators should be understood as their individual viewpoints. Any information or advice shared by facilitators is for informational purposes only and should not be considered as official statements or endorsements by True Nature or the Connection is the Medicine Foundation. Participants are encouraged to critically evaluate and form their own opinions based on their own judgment and understanding. True Nature assumes no responsibility for the content shared by facilitators and disclaims any liability arising from the use or reliance on such content.

By purchasing a ticket for this event, you agree to a general release of liability for True Nature and the Connection is the Medicine Foundation. You hereby release and discharge the Connection is the Medicine Foundation, its Board of Trustees, Administrators, Staff, Volunteers and other participants or guardians (herein termed Affiliates) from any and all liability whatsoever of any nature or sort for any property damage or personal injury suffered by the participant.

The participant, to the fullest extent allowed by Law, shall indemnify, hold harmless and defend the Connection is the Medicine Foundation and its Affiliates from any and all liability for any claim of any nature arising out of any activity, conduct, act or omission of the participant.

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Event Venue

True Nature Healing Arts, 100 North 3rd Street, Carbondale, United States

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