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The Wealth of Wholeness
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The Wealth of Wholeness
Discover tools to create balance.
Learn MoreYou’ve mastered success as the world defines it. Yet something’s missing. The constant push for more often leaves you with results on paper, but maybe not the deep fulfillment you yearn for.
We know that feeling because we’ve lived it, too. The old model pushes us harder in the same direction, hoping money will deliver meaning. But we all know that it doesn’t.
True Wealth is different.
True Wealth is grounded in the original meaning of “wealth” as well-being. It’s shaped by Integral philosophy, timeless wisdom traditions, and contemplative practice, and Nobel Prize- winning economic research. It’s a proven path to prosperity that’s both outer and inner, material and meaningful—and anyone can walk it.
True Wealth is what happens when your portfolio is strong, your mind is clear, your relationships are thriving, and your purpose is alive. You make the move from surviving the game to redefining it on your terms—and winning in ways that truly matter.
Rooted in Nobel Prize-winning economic research, philosophy, Integral theory, thousand-year-old wisdom traditions, and modern neuroscience, the 7 Essentials are your map to living with more clarity, effectiveness, and joy.
Each Essential is a journey in itself, and a full path when practiced together. You can start with Wisdom Essentials for clarity and insight and then move on to Success Essentials. Or vice-versa. This isn’t a rigid sequence. You can begin wherever you feel most inspired.
Wherever you start, each Essential strengthens the others as you build a living portfolio of financial strength, personal clarity, and lasting fulfillment.
Take the True Wealth Assessment and find out which of the 7 Essentials you’re strong in and where you need to focus. It only takes 10–15 minutes.
We’ve walked this path ourselves, through the markets and in life. We’ve tested what works, discarded what doesn’t, and distilled True Wealth into a clear way forward. If you’re ready to step out of the old story of wealth, we’re here to walk with you into a new one.
Explore the Essentials through the links above. Learn core ideas and practices that work in your life right now.
Watch or listen to the This is True Wealth podcast, where we explore each Essential with a featured guest each month.
Our book about the 7 Essentials, The Right Mountain: Practical Wisdom to Achieve True Wealth by Matt Ludmer and Kristin Kaye is coming in spring 2026.
Work with us as an Aligned Wealth client—visit Wealth Management to learn more.
We’ve done the work. We know the path. We’d love to have you join us along the way.
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