Work with Upward Wealth Studio
Your financial life is personal. Your goals, responsibilities, experiences, and priorities are unique to you.
Maybe you're learning how to manage your money more effectively. Maybe you're balancing family responsibilities with your own financial goals. Or perhaps you've spent years building wealth and are ready for an advisor to help you manage it.
At Upward Wealth Studio, we understand that your needs can change over time.
We've grown beyond financial coaching to offer three connected services:
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Financial Coaching
Build your foundation.
Get hands-on education, practical systems, and accountability to help you organize your finances and build confidence with money.
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Financial Planning
Create your roadmap.
Turn your financial goals into a thoughtful strategy with personalized recommendations and a clear plan for your future.
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Financial Investment
Grow and manage your wealth.
Receive ongoing financial guidance and professional investment management to help you navigate decisions and work toward your long-term goals.
5-Star Reviews From Clients
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Dawn M.
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Upward Wealth Studio is a great asset to my financial management tool box.
Kasey is a fantastic listener and is able to tailor a plan that aligns with your goals. I’m also impressed with her depth of financial knowledge and her continuous learning to be able to provide the most up to date information and direction after plans are arranged.
With Kasey on my side, I feel like I have a safety net of protection for my money “mental health”. I love having her as a touchstone and enjoy that feeling of security, knowing I’m on the right path with her help. -
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Kimberly L.
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Kasey has taken me from scared, unsure and uneducated to willing to do some hard work and able to ask questions to help myself.
I recommend highly for anyone who thinks they don't know the very basics. I am excited to see where I continue to grow with her sound advice and coaching.
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Brooke W.
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I can’t say enough about Kasey and her program. She truly takes the time to understand where you are and where you want to go, then builds a personalized approach designed to get real results.
What sets Kasey apart is how she helps you understand your relationship with money—without judgment. She breaks things down into manageable, bite-sized steps so you don’t feel overwhelmed or ashamed, and instead feel empowered to take control and move forward with confidence.
She provides the tools, resources, and support needed not just to get started, but to stay consistent. This has been one of the best investments I’ve made—for myself, my family, and our financial future.
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Lisa M.
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Someone referred me to Kasey when I was looking for a financial advisor for a modest income. I am so thankful they did! I didn't know there was such a thing as a financial coach and it was just what I needed.
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Erica M.
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I was referred to Kasey during a very difficult transition in my life when I didn't have a clear picture of my finances. She was able to gradually guide me through this process, step-by-step, and give me the tools to continue tracking and planning my expenses.
After working with Kasey for 6 months, I feel confident about independently managing my household and finances and I have a clear picture of where I would like to go moving forward. I am so grateful for her guidance, support and optimism.
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Bernadette L.
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Kasey has been wonderful in helping me get my finances under control and feeling more confident in understanding my net worth. It's been fantastic working with her and I highly recommend her.
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Lesha N.
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Working with Kasey has been everything I needed to turn my finances around and meet my retirement goals.
In a short amount of time I met all of my finance goals because I had someone offering me support and teaching me "the ropes". Thanks Kasey!
