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Become an Integrated Wealth Advisor - a first-of-its-kind certification to transform how financial advisors master themselves, deepen client trust, and grow purpose-driven businesses.

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The rules of wealth are being rewritten. Clients want connection, meaning, and alignment—without sacrificing results. Advisors who rise to meet this moment will lead the next era of finance.

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  • Purpose over performance.

    Returns aren’t enough —the future belongs to advisors who can align money with meaning, helping clients create lives and legacies—not just portfolios.

  • Scale Without Sacrifice.

    Advisors are experiencing increased demands and need systems to scale without sacrificing authenticity or well-being.

  • Lead with Connection.

    Advisors who can connect deeply, lead with authenticity, and have transformational conversations are building the future of finance.

revolutionary wealth - redefining our relationship with money

Finance is about more than money—

it’s about creation, freedom, heart, and expansion— not just for yourself, but for your clients, business, and the world.

Multidimensional

Beyond finances—it includes relationships, resources, health, and contribution.

Intentional

Aligned with values and purpose, not reactive decisions.

Finance is about more than money—

it’s about creation, freedom, heart, and expansion— not just for yourself, but for your clients, business, and the world.

Sustainable

  Designed to live without burnout— rooted in clarity and connection.

Transformational

  A tool to create freedom, meaning, and impact.

The Anya Human (R)evolution Method

Revolutionary Wealth is built on the Anya Human (R)evolution Method—a framework for self-mastery, alignment, and leadership.


Unlike traditional approaches focused solely on accumulation and transactions, this method redefines wealth as a dynamic force integrating it with all aspects of our lives. It’s starts from the inside out—aligning who you are with what you create.

Clarity & Confidence

Align with your values and purpose to lead by example.

Systems & Vision

Build scalable frameworks that create flow without burnout.

Leadership & Legacy

Amplify your influence
and inspire lasting change.

the evolution of wealth management

1.0: Product Centric

A transactional, sales-driven approach focused on financial products and portfolios as the primary value.

2.0: Client First

A relational model prioritizing client needs, personalization, and tailored financial strategies.

3.0: Integrative Wealth

  • Advisors embody the principles they advocate, aligning their values, well-being, and mastery.

  • By leading with authenticity and integrity, they inspire clients to align their wealth with purpose, fulfillment, and holistic well-being.

  • This transformational approach redefines wealth management as aspirational, impactful, and deeply human.

The Anya Method challenges outdated paradigms and flips the model - putting personal alignment at the foundation of external success.

 

It’s time to stop talking the talk and start walking the walk. It’s time to start leading from the inside out.

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the inside-out approach

Personal Mastery:

Align within to build clarity and resilience

Client Transformation:

Lead with alignment to inspire meaningful change

Business Impact:

Scale sustainably and create lasting influence

Global Impact:

Leave a legacy that creates lasting influence


Revolutionary Wealth is an 8-month experience designed to help financial professionals align purpose with profit, scale without burnout, and lead with authenticity.

 

This experience blends live coaching, an immersive retreat and practical frameworks to redefine wealth and leadership.

  • The Integrative Wealth Advisor Certification

    Earn your Integrative Wealth Advisor Certification—lead the shift toward values-driven wealth and trust-based relationships. This comprehensive system equips you to align money with meaning, build trust, and guide clients to clarity and confidence.
  • Immersive Retreat Experience (May 6-8, 2025)

    (In-Person) Step away from the noise and into rejuvenation. This 3-day immersive experience at Civana Wellness Resort blends strategy, mindset, and connection—helping you reset, recharge, and expand your vision of what’s possible.
  • Evolution Labs - Interactive Virtual Workshops

    17 Bi-Weekly Sessions (2 Hours Each): Blending theory and real-world application—so you can design systems, deepen trust, and guide conversations that inspire clarity and action. (Live recommended; recordings available for flexibility.)
  • Office Hours & Group Coaching

    Optional Support (Alternating Weeks): Drop into bi-weekly coaching sessions for live feedback, deeper integration, and Q&A. (Optional but encouraged.)
  • Resource & Client Toolkit Library

    Modern & Multi-Modality Tools: Elevate your practice with innovative tools—from conversation guides and decision frameworks to meditation, visualization, and art-based inquiry. Designed to create breakthroughs and transform mindsets around money, purpose, and legacy.
  • Membership Portal & App — 24/7 Growth & Community:

    Your hub for growth and connection. Access tools, meditations, and frameworks anytime to stay aligned, sustain progress, and turn insights into action.



    Plus:

    + Connect with like-minded leaders in the Revolutionary Wealth Community Chat.

    + Share wins, ask questions, and get feedback from peers and facilitators.

    + Stay supported with accountability pods and group coaching..

Program Structure: 

Kick Off Date

May 6th, 2025

Length

8 Months (May–Dec 2025)

Live Labs

17 Bi-Weekly 2-HR Virtual Workshops

Immersive Retreat

May 6–8, 2025 | 3-Days at Civana Wellness Resort

Optional Office Hours

Bi-weekly coaching for integration and Q&A

Certification Deadline

December 2025—Earn your Integrative Wealth Advisor Certification.

Learn directly from financial strategists, mindset experts, health practitioners, and creative specialists who’ve built impactful businesses and transformed lives.

Stay tuned - additional faculty announcements coming soon!

Breanna Rae Blaney

Self-Mastery Guide & Founder of Anya Institute

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Dr. Nibodhi Haas

Naturopath, Ayurvedic Practitioner & Vedic Guide

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Darshan Shah, M.D.

Longevity Specialist & Founder of Next Health

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Michael Ewing

Film Producer &

Nature + Wellness Guide

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LAURA BETANCUR

Neuroaesthetics & Expressive Arts Educator

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You’re not just building portfolios—
you’re evolving lives. And you know this starts with evolving yourself.


Revolutionary Wealth is designed for financial professionals ready to:

  • Redefine wealth as more than numbers—aligning money with meaning.
  • Deepen client relationships through trust and transformation.
  • Lead the future of finance—integrating wealth holistically.
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The Integrative Wealth Advisor (IWA) Certification equips you with the mindset, systems, and tools to inspire trust, foster transformational conversations, and grow your practice sustainably.


Certified IWAs align clients’ wealth strategies with their core values and goals, empowering them to live purpose-driven lives and leave lasting legacies. This comprehensive approach fuses financial psychology, behavioral insights, coaching techniques, and tools rooted in ancient wisdom, modern psychology and neuroscience to deliver meaningful, impactful results.

KEY OUTCOMES

  • Values-Driven Wealth Alignment
  • Holistic Integration
  • Mindset Mastery
  • Leadership from the Inside Out
  • Human Behavior Mastery
  • Coaching Expertise
  • Scalable Impact
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Kick off your 8-month with a three-day retreat at CIVANA Wellness Resort. Step away from the noise and into renewal, clarity, and connection. Learn from world-class facilitators combining business strategy, mindset growth, and embodied leadership. Because how you feel shapes how you lead—and clients feel what you feel.

What Makes This Retreat Different?
  • First-of-Its-Kind: The only retreat combining financial strategy, transformational tools, and holistic practices designed for financial professionals.


  • Beyond Business—Build Momentum and Mastery: Elevate your mindset, deepen relationships, and leave with actionable systems to create sustainable success.


  • Integrated Personal and Professional Growth: Align strategy and well-being to amplify impact, resilience, and energy.
What To Expect
  • Luxury Experience at Civana Wellness Resort: The home of Chopra retreats—where growth meets renewal and leaders are supported in mind, body, and business.
  • Breakthrough Conversations: Learn tools and practices that ignite clarity, confidence, and aligned action.
  • Expert-Led Sessions: Workshops, embodied practices, and masterminds guided by industry leaders, mindset experts, and holistic coaches.
  • Community & Collaboration: Build relationships with like-minded professionals—designed to support your evolution and sustain momentum.

Walk away with the clarity, tools, and systems to evolve yourself, meaningfully impact people's lives and lead the future of finance.

  • A Certification That Redefines Your Role
  • An Unmatched Client Toolkit
  • A World-Class Network
  • Personal Growth That Fuels Professional Impact
  • Scalable Systems & Frameworks
  • Unshakeable Confidence To Lead

Join the founding cohort and become part of the movement redefining what it means to lead, grow, and serve in wealth management.

 

Founding Member Benefits: (Limited to the first cohort—don’t miss this exclusive opportunity)

  • Intimate Cohort of Purpose-Driven Leaders
  • Personalized Coaching
  • Founding Rates (Save 20%)
  • Community & Collaboration Network
  • Priority Custom Program, Event & Retreats for your company, clients and community
  • Recognition & Personal Brand Amplification
  • First Access to the Revolutionary Wealth Premium Membership (Dec 2025)
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Become the Future of Wealth Management

PAY IN FULL

$12,000


Includes curriculum, retreat lodging & meals (airfare & transportation to retreat are not included), certification and membership.

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PAYMENT PLAN

(3-MONTH)

$4,150/month


Additional payment options upon request

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Got Questions? We’ve Got Answers.

Program Structure & Curriculum
Certification & Credentials
Pricing & Payments
Retreat Details
Community & Support
Who Is This For?

Step into a first-of-its-kind program designed to help you align purpose with profit and lead the future of finance. Your next evolution starts here.

CURIOUS? CONNECT & RECEIVE MORE INFORMATION