The Money Archetypes (with Melissa Hoyer, CFP®, PCC)

Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security.

Join us for this special session as Lauren Klein, Esq. sits down with Melissa Hoyer, CFP®, PCC, a Certified Financial Planner and Professional Certified Coach at The Wealth Conservancy with over 20 years of experience blending deep financial expertise with coaching. Together they walk through the EIGHT MONEY ARCHETYPES — Ruler, Accumulator, Connector, Alchemist, Maverick, Celebrity, Nurturer, and Romantic — and explore how each shows up uniquely in the legal profession. From law school’s tendency to breed risk-aversion to the discomfort of stating your fees, this conversation hands lawyers a practical framework for understanding their own money patterns and finally building wealth in alignment with who they are.

Show Notes

[00:00:01] – [00:03:00] Welcome & Guest Introduction. Lauren introduces Melissa Hoyer, CFP®, PCC, of The Wealth Conservancy, and frames why understanding your money archetype matters more than any single financial strategy.

[00:03:01] – [00:52:43] What Are Money Archetypes and what are the benefits each embody. Explanation of the 8 archetypes of money.

[00:52:44] – [00:55:10] Where to Find Melissa & Closing. How to discover your top three archetypes and connect with Melissa’s Way Into Wealth coaching program.

Guest:

Melissa Hoyer, CFP®, PCC

Certified Financial Planner and Professional Certified Coach at The Wealth Conservancy, with over 20 years of experience helping clients navigate complex financial circumstances. Melissa uniquely integrates financial planning with professional coaching, including her standalone eight-session Way Into Wealth coaching program.

Email: Melissa@twcinc.org

The Wealth Conservancy: https://www.thewealthconservancy.com

Coaching: https://wayintowealth.com