Kathy Poss

Wealth Mindset Coaching

“It is my mission to help you be proud of your financial achievements and live your best life!”

Kathy Poss is a financial and wealth mindset coach for women who are ready for their own financial TRANSFORMATION. Her program empowers women to raise their confidence with wealth so they can take control of their finances, make informed decisions, and feel safe knowing their future is financially secure.

Kathy is an Ohio native and has a BS in accounting from Indiana University, and a MA from The Ohio State University. She started her career as a CPA for KPMG in Chicago, and then accumulated a wide range of experience over 30 years, working in non-profit organizations in accounting, marketing, fundraising and as a licensed real estate agent.

After life kicked her in the butt, she found her purpose-to help women in similar circumstances, access their money skills, and use them to propel their financial future forward.

Kathy is an avid trail runner, skier and general lover of the outdoors. She lives in Salt Lake City with her mountains and children close by, but works with clients virtually all over the country. She is also a volunteer with the non-profit organization, Women’s Money Matters.

My Story

In 2018, after a lifetime working in finance and fundraising, a career in real estate, and taking care of kiddos, I found myself having brain surgery for an aneurysm.

I lost my job and my sense of purpose. Fear was a constant. I went from a very confident, self-reliant woman to one who just couldn’t find her path. Then, while healing, I went through a divorce. It was a very scary time. It seemed like everything I knew about my life and my money was thrown out the window. I couldn’t make sense of simple money concepts anymore because all the meaning I had associated with them had abruptly changed.

I was now single and searching for direction.

That’s when I began to really dig into my money past and look at my own values and how they impacted my financial decisions. I used my relationship with money to build my own financial future. But, I couldn’t have done any of this without a strong team in place. I talked to other women in similar circumstances about money and the challenges we faced being single. It was incredibly powerful.

Through these empowering discoveries, I found my confidence and was able to make a new life for myself, transforming my financial outlook and sense of security.

I want this transformation for you.

This is my life’s purpose.

Jen B.

“Kathy is very good at helping you feel at ease regarding money; she guides you in a neutral way to improve your financial confidence and identifies habits/triggers around your spending. She is curious, open, and wiling to meet you where you are while guiding you to where you’d like to be.”

“The financial fear you feel due to painful life events is real.”

Maybe you have felt judged by your lack of financial knowledge, making you feel financially incompetent.

And you feel disappointment with your money decisions and your inability to take control of your financial future.

You want to live your best life, but are anxious about losing your wealth.

And maybe you just fear doing all this alone.

I SEE YOU!

I have been where you are and this doesn’t need to be your path…

  • If you are ready, motivated and feeling courageous, you don’t need to stay in this cycle of instability any longer.

  • We will work on the best solutions for your unique financial situations that are causing you the most stress.

  • You are capable of transforming your financial present, your financial behaviors, and the way you feel about your finances.

  • Your confidence with wealth will improve so you can take control of your finances, make informed decisions, and feel safe knowing your future is financially secure.

  • And you can live your BEST LIFE all while building your financial dreams and prospering in your new powerful wealth mindset!

Fun facts about me!


  • I love to run! Especially in the mountains either by myself or with my adult children. I also love all types of skiing (downhill, x-country & backcountry) and recently learned to fly fish!

  • I am all about health both physically and emotionally. I need connections with others and time in nature to make me centered.

  • I passed my CPA exam and lived in Australia for a short time.

Book a Discover Call to unleash your inner financial queen!