Highly Sensitive Money for Highly Sensitive People who want to align their values with their money

In this episode, our guest Dr. Ana María López Caldwell and I dive deep into the unique challenges and strengths of being a Latino professional navigating leadership, identity, and purpose. Dr. Ana María brings her powerful blend of personal story, cultural insight, and coaching expertise to explore what it truly means to lead with clarity and intention—especially when your values don’t always align with the systems around you.

Dr. Ana María shares how her journey from Colombia to the U.S. shaped her understanding of privilege, identity, and the internal dissonance many high achievers experience. Together, we explore what happens when ambition meets burnout, how to move through guilt around cultural identity, and how to reframe emotional sensitivity as a strength—not a setback. Ana María also breaks down a three-step framework for navigating internal conflict and offers tools for those working in systems they’re not fully aligned with.

Dr. Ana María is a Latina leadership coach. Shel coaches high-achievers to build unshakable confidence, break through limiting beliefs, strengthen their leadership skills, and transform uncertainty into strategic clarity. Her work empowers clients to achieve lasting impact and cultivate a sustainable work-life balance.

Originally from Colombia, Dr. Ana María holds a PhD in Latin American Studies from Tulane University and brings over 15 years of leadership experience to her coaching practice. She offers both 1:1 coaching and group coaching and will be hosting group coaching in Q3 and Q4 of 2025.

Dr. Ana María’s group coaching program is designed for high-achieving professionals who are ready to gain clarity, build confidence, and embrace their unique identity as leaders.

Over five 90-minute sessions, participants will walk away with actionable strategies, powerful insights, and a strong sense of community to fuel their personal and professional growth in 2025.

The next cohort kicks off on June 25th — find out more and sign up here!

To learn more or to schedule a discovery call, visit www.anamarialc.com.

[00:01:26] Meeting Dr. Ana María & Her Coaching Work

There’s something powerful about hearing someone speak directly to experiences you’ve never quite found the words for—and that’s what this episode offers. Whether you’re navigating a workplace that doesn’t fully reflect your values, trying to bring more of your cultural identity into how you lead, or simply figuring out how to manage everything on your plate without losing yourself in the process, Dr. Ana María has something for you.

She offers more than insight—she offers frameworks, tools, and a grounded presence that reminds you you're not alone. From her own story of crossing borders—both literal and emotional—to supporting clients through somatic journaling, parts work, and boundaries, Ana María reminds us that leadership isn’t about perfection—it’s about integration. Hit play, take a deep breath, and let this conversation guide you back to your own internal wisdom.

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Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

In this episode, our guest Gayle Colman and I dive into the connections between money, personal growth, and embodied awareness. Gayle, a leading expert in personal finance and creator of Somatic Finance®, brings over 40 years of experience helping individuals integrate holistic financial practices into their lives. From her early days in finance to her development of transformative approaches to money management, Gayle shares how financial well-being is intrinsically linked to our mental, emotional, and spiritual health.

Gayle Colman is one of the country's leading experts in personal finances through her innovative work in Integral Wealth Advisory Services and the creator of Somatic Finance®. She is a coach, writer, entrepreneur, and financial planner with 40 years of professional experience and the author of The Body of Money: A Self Help Guide to Creating Sustainable Wealth through Innate Intelligence.

[00:01:10] Bridging the inner and outer aspects of finance

Colman Knight

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

In this episode, our guest Douglas Tsoi and I dive into the intersection of financial freedom, personal values, and social impact. Douglas, founder of the School of Financial Freedom, shares his journey from lawyer to educator, achieving financial independence by living simply and intentionally. Together, we unpack how his minimalist philosophy allowed him to pursue a path focused on meaning and community. As he shares stories of his family’s immigrant history and insights from his own life transformations, Douglas invites listeners to rethink the roles of money, work, and community in their own lives.

Douglas Tsoi is the founder of School of Financial Freedom. This is his short financial freedom story: After college, he had careers as an intellectual property lawyer, Quaker school teacher, government sustainability officer, and nonprofit training manager, making an average of $36,000 a year. During all that time, he lived on $20,000 a year for 20 years and invested the rest. At age 42, he “retired.”

[00:00:30] Why Douglas founded the School of Financial Freedom

Douglas Tsoi

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Life Coach, NLP Trainer, and Advocate for Personal Empowerment.

[00:01:20] Aligning money with values

Shannon Wilkinson

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

In this episode, our guest Megan Kopka and I delve into her transformative journey of resilience, compassion, and financial wisdom. She shares her personal story of loss, recounting her path from young widowhood to her inspiring advocacy for widows' rights and financial empowerment.

Megan is passionate about helping women, especially- caregivers & widows, find financial security and freedom to live fulfilling lives supported through life planning and investing. Her experience as a former math teacher, wife, mom, widow, solo parent, caregiver, medical advocate, business owner, and feminist gives her unique perspectives on integrating money with life values. Megan is a CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner; her personal, professional, and altruistic mission combine into her service and niche in the financial profession. 

[00:01:00] Introduction to Financial Planning and Modern Widows Club

In this episode, Megan Kopka provides a profound look into the unique challenges widows face in our society and the systems that support—or too often neglect—them. Her deeply personal yet universal insights offer hope and actionable advice, from setting boundaries and leaning into community to handling the complex emotions that accompany both grief and financial upheaval. Whether you’re supporting a widow, are one yourself, or are simply curious about how life planning can transform through adversity, this episode is filled with wisdom, empathy, and guidance for navigating life’s hardest transitions. Join us as we uncover the power of resilience and how Megan is paving the way for a more compassionate world for widows and caregivers alike.

Megan Kopka

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

In this episode, Rahkim Sabree joins the conversation to explore the intersection of financial trauma, race, and the challenges to financial empowerment. Rahkim, a seasoned financial coach, educator, and author, shares his journey from growing up in poverty to becoming a leading voice in financial empowerment. He reflects on how his personal experiences with money shaped his career and how systemic barriers affect financial outcomes for marginalized communities.

Rahkim Sabree, AFC®️: Financial Coach, Author, and Advocate for Financial Trauma Healing.

[00:00:50] Rahkim’s early career in banking

Rahkim Sabree Website.

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

In this episode, our guest Meenadchi and I delve into the profound impact of ancestral healing on our relationship with money. Meenadchi, a practitioner of family constellation therapy, shares her unique approach to addressing and healing money trauma, which often stems from our ancestral lineage. We explore how this trauma can manifest in our financial habits and decisions, and how by understanding and healing these deep-rooted issues, we can transform our relationship with money from one of scarcity and fear to one of abundance and empowerment.

Highlights of the episode include Meenadchi's insights on the connection between self-worth and financial worth, the importance of listening to our bodies and sensory needs, and the role of authenticity in communication. We also discuss the concept of a "sensory budget" and how it can help us manage our energy and capacity, especially in relation to financial tasks. Additionally, Meenadchi provides practical advice on setting financial goals and boundaries, and how to structure our businesses in a way that supports both our well-being and our communities.

As you listen to Meenadchi's story and the wisdom she shares, you'll find yourself on a journey of self-discovery and empowerment. Her insights into the complex interplay between our ancestral past, our financial present, and our empowered future are both enlightening and transformative. Whether you're seeking to heal your own money trauma or looking to support others on their financial journey, this episode is a must-listen. Meenadchi's approach is not just about money; it's about reclaiming our power, our worth, and our place in the world. 

Meenadchi is an ancestral healing practitioner, TEDx speaker, and communications expert whose work centers social change and embodied transformation. Using the modality of Family Constellation Therapy, Meenadchi supports community-oriented changemakers and entrepreneurs heal inherited and ancestral money trauma, so that we can be paid well and reinvest funds into our communities from a state of overflow instead of self-sacrifice. 

Meenadchi holds a clinical license in occupational therapy and has historically served communities impacted by gender-based violence, complex trauma, and serious mental illness. She is the author of Decolonizing Non-Violent Communication (2019) and is a faculty member with the Trauma of Money.

00:00:00 Introduction

About Meenadchi.

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

In this episode of Highly Sensitive Money, I interview Bill and Anne Hatch, exploring their journey from conventional finance backgrounds to impactful investments aligned with their Catholic values. The discussion highlights their involvement with the Francesco Collaborative, their transition into social justice and nonprofit finance, and how they navigate their professional and personal lives, including raising three young children. 

Bill shares his story of moving from a non-religious background to volunteering in social justice ministries and eventually working with the Jesuits on impact investing. Anne discusses her background in healthcare strategy and how they complement each other's skills in their joint venture, Hatch & Hatch. The conversation also delves into themes of discernment, community support, and creating a more holistic relationship with money.

Anne Hatch & Bill Hatch, CFA are the co-founders of Hatch & Hatch Consulting, a firm dedicated to helping social purpose organizations, including non-profits, faith-based groups, and social enterprises, become better stewards of their resources and deepen their impact. Together, they journey with organizations, guiding them to align their assets with their mission-driven goals.

Bill began his career in finance, focusing on practical solutions to the climate crisis. His work with BW Group in Singapore involved investing in cleantech and energy transition sectors. A spiritual awakening in his late 20s led him to shift toward service, focusing on marginalized communities through parish and retreat ministry in Toronto. Bill holds a bachelor’s degree from Yale University and is a CFA Charterholder. His volunteer work with the Jesuits of Canada introduced him to impact investing, where he continues to integrate finance and spiritual values, currently via his role as Associate Director at the Catholic Impact Investing Collaborative / Francesco Collaborative. 

Anne has held leadership roles at Ontario Health and Cancer Care Ontario, where she led the strategy and planning for the Cancer Screening programs as well as oversaw the quality management of the labs delivering the organized screening programs in Ontario. She holds a bachelor’s degree from York University and brings a wealth of experience in program management, strategy, and operations.

Together, Anne and Bill live in Ontario with their three children, united in their passion for creating a more just and sustainable world.

00:00:40 Meet the Guests: Anne and Bill Hatch

About Anne & Bill Hatch.

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

In this episode, our guest Laura Gates-Lupton and I embark on a candid conversation about the intersection of money, feminism, and sensitivity. Laura, a former psychotherapist turned money coach, shares her journey from a career in social work to empowering women to break free from financial constraints. We delve into the impact of childhood financial backgrounds on adult money habits, the importance of recognizing and leveraging one's value in the workplace, and the emotional aspects of financial growth. Laura's insights offer a fresh perspective on how to approach money with empowerment and authenticity.

In a world where money often feels like a taboo topic, Laura Gates-Lupton's work is a beacon of hope, offering a compassionate and empowering approach to financial well-being. Her insights into the emotional and practical aspects of money are both enlightening and actionable. Whether you're looking to break free from the constraints of your financial past or seeking to embrace a more empowered relationship with money, this episode is a must-listen. Laura's journey and the wisdom she shares are not just about money; they're about reclaiming your worth, living authentically, and creating a life that truly reflects your values and desires. Don't miss this opportunity to be inspired and equipped to take control of your financial future.

Laura Gates-Lupton is a financial feminist and psychotherapist turned money coach for talented, hardworking solopreneurs. She helps her clients untangle old beliefs and fears about money, break the habit of overworking, simplify their businesses, and smash their personal glass ceilings. As a seasoned clinician with a master's degree in Clinical Social Work, Laura brings a unique combination of emotional and practical support to her clients. Her approach is based on a three-pillar framework: overcoming overworking, growing financial identity, and amplifying impact.

Her ideal clients are women who are overgiving in their businesses and in their lives. They love serving their customers, but they hate dealing with the money aspect of having a business and, as a result, they are undercharging, lacking clear policies and don’t have systems. Laura helps her clients develop a profitable business model based on their strengths, while eliminating busy work. She works with her clients to let go of scarcity thinking and develop the skills to be strong earners. She also assists her clients to create a clear vision for their lives that includes all the non-monetary assets they have or want to develop, along with a healthy bank account.

00:00:32 - Introduction to the Guest and Topic Overview

Laura Gates-Lupton

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Rose Slam! Johnson is the vibrant force behind Nimble Roots Coaching, a personalized coaching business tailored to queer small business owners. With a focus on infusing joy into the entrepreneurial journey, Slam!’s coaching style is characterized by love, bravery, and compassion. Drawing on their own experiences of overcoming adversity, Slam! specializes in guiding clients to launch or stabilize their businesses, cultivate effective teams, and maintain alignment with their values. With Nimble Roots Coaching, Slam! empowers courageous leaders and healers to navigate challenges, build meaningful businesses, and find stability in an ever-changing landscape.

In this episode, our guest Slam! and I explore the art of entrepreneurship with a focus on creating businesses that not only succeed but also make a significant impact. Slam!, a seasoned business coach and mentor, shares her journey from a weekly delivery service in San Francisco to becoming a guide for small business owners, particularly those in the queer community. We delve into how to integrate social justice into business practices, the role of a masterful coach in personal and professional growth, and the unique challenges faced by entrepreneurs. Slam!'s insights on building a business with a light footprint yet a strong impact are both inspiring and practical, offering a fresh perspective on how to thrive in the world of entrepreneurship.

Slam! is a business coach and mentor who specializes in working with queer small business owners. Their entrepreneurial journey began with a passion for making hummus, which evolved into a multi-faceted business over nine years. Slam!'s approach to business is holistic, focusing on the interplay of money, relationships, vitality, creativity, and joy. 

Rose Slam! Johnson is the vibrant force behind Nimble Roots Coaching, a personalized coaching business tailored to queer small business owners. With a focus on infusing joy into the entrepreneurial journey, Slam!’s coaching style is characterized by love, bravery, and compassion. Drawing on their own experiences of overcoming adversity, Slam! specializes in guiding clients to launch or stabilize their businesses, cultivate effective teams, and maintain alignment with their values. With Nimble Roots Coaching, Slam! empowers courageous leaders and healers to navigate challenges, build meaningful businesses, and find stability in an ever-changing landscape.

00:00:32 Introduction to Rose Slam! Johnson

As the conversation with Rose Slam! Johnson unfolds, it becomes clear that business is not just about the bottom line; it's about creating a legacy of positive change. Slam!'s stories and strategies offer a roadmap for entrepreneurs who want to make a difference without sacrificing their values or well-being. Whether you're a seasoned business owner or just starting out, this episode is a must-listen for anyone looking to infuse their work with purpose and passion. So, hit play, and let's embark on a journey of empowering entrepreneurship with heart and soul.

Rose Slam! Johnson

Queer Business Owner Meetup Online: Nov. 14th 12:00 p.m.

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.