Corree Roofener: Courage, Clarity & Redefining Wealth

When Corree Roofener talks money, she doesn’t start with spreadsheets, she starts with values. She shares how our earliest money stories (often shaped before age 10) can quietly guide adult decisions, from saving and spending to how we define success. Whether you're running a business or managing a household, Corree argues that clarity around your personal values is essential.

Financial values aren't just theoretical, they’re practical. Corree explains how she and her husband made a bold, values-driven decision to move their family from Oregon to Montana, build a home from scratch, and live debt-free. It wasn’t just about saving money, it was about choosing freedom, legacy, and a different kind of success.

From Shame to Strategy: Rewriting Your Money Story

Corree pulls back the curtain on the quiet shame that keeps so many people stuck in outdated financial patterns. Money is emotional, she says—and we need to get more comfortable talking about it, especially with our kids. She offers real-life examples of how she discusses money at the dinner table with her six children and why compound interest is a more important dinner topic than algebra.

Whether it's breaking generational money habits or encouraging kids to make intentional spending choices, Corree makes the case that financial empowerment starts with conversation.

The Dream Team: Bookkeeper, CPA & Financial Advisor

If you're a business owner, Corree says you need more than just a tax preparer. You need a financial team. She breaks down the difference between a bookkeeper, accountant, and financial advisor—and explains why each role plays a unique part in your long-term strategy.

• Bookkeeper = the day-to-day partner who understands your values and goals

• CPA = the tax pro who ensures you’re staying compliant and planning ahead

• Financial advisor = the strategic planner helping you grow and protect your wealth

Corree emphasizes that it’s never too early to start tracking your finances—and doing so in alignment with your values can transform how you approach your business.

Retirement Isn’t One-Size-Fits-All

Corree challenges the conventional idea that retirement means maxing out a 401(k) and calling it a day. Instead, she encourages listeners to define what retirement means to them. Maybe it’s a nest egg. Maybe it’s real estate. Maybe it’s orchids. (Yes, orchids. You’ll want to hear that story.)

This values-driven approach to wealth and retirement planning is a breath of fresh air for entrepreneurs who want to plan smarter, not harder.

Courage in Action

Corree’s work as a holistic courage coach and foster parent underscores everything she teaches about money: the courage to ask questions, to live differently, and to make choices in alignment with your values. Her definition of courage?

“To walk forth in spite of fear.”

Whether it's becoming a foster parent, starting a business, or changing your financial future, Corree reminds us that courage is a practice and that clarity is the first step.

Mentioned in this Episode: 📚 The Law of Divine Compensation by Marianne Williamson📢 Fostering the Summit

🎧 Learn more about the Courage Coalition podcast and CR Financial Foundations