About the Institute

Our Mission

To transform financial planning through education, research, and collaborative events that incorporate systems theory, emotional intelligence, and therapeutic communication.

Our Vision

A future where financial planners are equipped to address the multiple dimensions of money, fostering wellness and systemic insight across generations.

Our Values

  • Compassionate Inquiry

  • Interdisciplinary Practice

  • Holistic Financial Wellness

  • Integrity & Professional Boundaries

  • Evidence-Based Learning

Meet the Team

  • A woman with shoulder-length blonde hair and blue eyes wearing a black top with sheer sleeves, smiling slightly against a white background.

    Sonya Lutter

    FOUNDER

  • Smiling woman with long gray hair and glasses, standing outdoors in front of green leafy plants.

    Cherie Stueve

    BOARD MEMBER

  • A woman with blonde, wavy hair, wearing glasses, smiling in an indoor setting with a cityscape view of tall buildings and billboards through large windows in the background.

    Jodi Kaus

    BOARD MEMBER

  • Portrait of a man with glasses, dark hair, and a beard, wearing a dark suit and blue tie, smiling against a dark, textured background.

    Jared Anderson

    BOARD MEMBER

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!