Our story

It all started with a post by Naval Ravikant. In 2008, he shared that his life formula was Happiness = Health + Wealth + Good Relationships.

I kept marinating on how useful his framework was and how it could be applied to the financial services industry. What if CPA's could stop checking boxes and start opening them? What if conversations about money didn't have to be scary? What would it look like if I could sit knee cap to knee cap with clients and offer a safe space for transformation? What if adding value was as simple as identifying definitions and aligning priorities? What if the whole purpose of my licensure and designation was to make this a less stuffy industry? What if CPA's weren't social liabilities at cocktail parties? 

Some 200 iterations later, Healthy Coin was born. We're a boutique accounting firm making the case that health is wealth.

Cool. But, what do you do?

Healthy Coin provides accounting, tax and consulting services to small and medium sized businesses (under 20M) with growth ambitions.

Healthy Coin provides personal finance coaching, wealth building training and cash flow consultancy to individuals at all levels.

Our core service strategies revolve around upside, value, scalability and sustainability.

Our team

Meet the team

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