At first glance, yoga and money might not seem like they belong together.
But when you take a step back and look at life as a whole, the connection becomes very clear.
The idea for combining the two didn’t come from a business strategy meeting or a marketing brainstorm. It came from a personal experience — one that started with a knee injury.
The Unexpected Path Back to Yoga
About two years ago, I was dealing with significant pain in my knee. When I went to see a surgeon, the recommendation was immediate and straightforward: a knee replacement.
That felt like a big step.
So before moving forward with surgery, I wanted to see if there were other options. I began talking with a physical therapist and exploring exercises that might help strengthen the muscles around my knee.
That’s when I started coming back to yoga.
For years I had stayed active. I spent a lot of time traveling, often on long ten-hour flights, and I had been jogging regularly. But I had also stopped horseback riding, which had been a big part of keeping my body strong. Without replacing that activity with something else, I had lost quite a bit of muscle.
Yoga became a way to rebuild that strength.
At first, I approached it with the mindset I tend to have when I set a goal: if I’m going to do something, I want to commit to it fully. So I signed up for yoga teacher training—not necessarily because I planned to teach, but because it would motivate me to show up consistently.
And I did.
The training recommended practicing five to seven days a week. I had done yoga throughout my life, but usually just a few times a week. Practicing nearly every day was completely different.
Within a short time, I began to feel real changes in my body.
A Training That Became Something More
When I arrived at the teacher training program, there were about ten people in the group. Interestingly, none of us were planning to become instructors. We were all there for the experience.
The training itself took place in a beautiful setting by the beach — which, not coincidentally, is the same setting where our upcoming retreat will take place.
But something funny happened during that time.
By the end of the training, every single one of us felt inspired to teach.
What started as a personal health goal had turned into something much bigger. I began teaching yoga and incorporating it into my life in a meaningful way.
And that’s when the next question started to take shape.
Why Combine Yoga and Money?
People sometimes ask why I would bring yoga and financial planning together in a retreat.
The answer is actually simple: those two things represent major passions in my life.
I once heard someone say, “If you do things that are fun, you’ll never work a day in your life.” That idea has always stuck with me.
Anyone who knows me knows my biggest passions include:
- Horses
- My financial advisory business
- Staying physically active and healthy
I like to joke—borrowing a line from Futurama—that we all live in a “meat suit,” and we need to keep that suit functioning well so we can move through the world the way we want to.
Yoga helps with that.
And financial planning helps with another equally important part of life: stability, freedom, and security.
A More Holistic View of Life
When you step back and look at a person’s life holistically, everything is connected.
Our lives include many dimensions:
- Our spiritual well-being
- Our physical health
- Our nutrition
- Our family relationships
- Our careers
- Our financial security
- Our mental clarity
When one of those areas is out of alignment, we often feel it in the others.
Financial stress can affect sleep, health, and relationships. Physical health can influence our energy, productivity, and confidence. Mental clarity impacts how we make decisions about our future.
Yoga and financial planning both help create alignment—just in different ways.
Yoga helps you become more present, more aware, and more connected to your body.
Financial planning helps you become more intentional about your goals, your choices, and your future.
Both are about creating a life that feels balanced and purposeful.
What the Retreat Is Really About
The retreat isn’t about turning yoga into a finance class.
And it’s not about turning financial planning into something overly complicated.
Instead, it’s about creating space.
Space to slow down.
Space to reflect.
Space to think clearly about what matters most.
Through yoga, conversation, and time away from everyday distractions, participants can reconnect with both their physical well-being and their financial direction.
Because when those things are aligned, life tends to feel a lot more balanced.
And that’s really the heart of the retreat.
Visit to learn more: vajayoga.com/aligned-retreat#hero
