Thrive by Design · Cultivate | Invest | Protect
Life, Wealth & Legacy — thrive for generations to come.
Meaningful programs to cultivate emotional wisdom, invest in your financial wellness and protect what matters most — led by three women who specialize in coaching, investing and estate planning.
The question behind the program
What does it really mean to be wealthy and well?
Emotional resilience, financial confidence and a plan to protect what matters most are all crucial to a good life — yet they are almost always handled separately. Thrive by Design brings them together.
It is more than future planning. It is about living intentionally today while building a strong foundation for the generations that follow.
How it works
Three specialists, three strands, one plan.
Cultivate
Strengthen your inner well-being
Build greater self-awareness, resilience and emotional wisdom. Learn practical strategies to manage stress, overcome barriers and make intentional choices that support the life you want to create.
- Self-awareness and resilience
- Stress you can actually manage
- Intentional decision-making
Invest
Build your financial strength
Gain greater confidence around your finances. Explore practical approaches to planning, investing and making informed financial decisions that support your goals today and your vision for the future.
- Planning with clarity
- Confident investing basics
- Money aligned with your values
Protect
Protect what matters most
Discover how thoughtful estate planning — including the strategic use of trusts — can safeguard your assets, honor your wishes and protect what you have built for the future.
- Wills, trusts and wishes
- Safeguarding your assets
- A legacy beyond wealth
About us
The team behind Thrive by Design.
Bernadette Wilson
Founder, Cognitive Performance
I help clients enhance their well-being, resilience and growth. With an MBA and certifications in neuroscience-based performance, mindfulness, and health and wellness coaching, I support people and teams through change — breaking barriers, realigning mindset, and building the clarity, confidence and inner strength that personal and professional success asks for.
Megan Stirrat
Founder, Revel Private Wealth · CFP®, CDFA®
A Certified Financial Planner and Certified Divorce Financial Analyst, I specialize in empowering women financially through a whole health-wealth philosophy. Working alongside estate attorneys, coaches and a network of divorce specialists, I help women navigate major life transitions — aligning assets with values, legal needs and health goals to build an abundant, protected future.
Kay Walker
Founder, estate planning law firm
With more than 25 years of experience, I help individuals, families and business owners protect their most valuable assets, plan confidently for the future and create meaningful legacies. I combine legal expertise with a personal touch, and stay actively involved in education, philanthropy and nonprofit work throughout Orange County.
Empowering people to thrive by design
Get upcoming program dates and invitations.
Reach out to learn more and receive program details, event invitations and practical resources from the Thrive by Design team.
Contact the team
A calmer, sharper mind — one email at a time
Occasional notes on well-being, resilience and living intentionally, plus Thrive by Design program news.