Happy & Rich Mastermind by Wealthy Mom, MD
About Wealthy Mom, MD - Our Joint Accreditation Partner
Wealthy Mom, MD is more than a financial resource—it’s a movement built to empower women physicians to take control of their money, rewrite their financial narratives, and build lives of true abundance and autonomy. Founded by Dr. Bonnie Koo, a master certified life coach, retired dermatologist, and former Wall Street professional, Wealthy Mom, MD speaks directly to the unique financial challenges and societal pressures women in medicine face.
Bonnie’s journey is as relatable as it is inspiring. From six-figure debt and living paycheck to paycheck after medical training, to financial independence and complete life redesign, she has walked the same road so many high-achieving women travel—one where money isn’t talked about, taught, or openly claimed.
Through her podcast, programs, and deeply personal mentorship, Bonnie combines strategic financial education with powerful mindset coaching to help women physicians achieve whatever number they dream of—without burning out or sacrificing what matters most. Her approach isn’t just about making more money; it’s about creating wealth on your own terms. That means more time with family, freedom to travel, and the confidence to live a life that aligns with your deepest desires.
Wealthy Mom, MD is a space where women learn that wealth isn’t reserved for the lucky few. It’s available to every woman willing to claim it—and change how she thinks to get it.
Because with the right tools, and the right guide, you can have the rich life you’ve always imagined.
About the Happy & Rich Mastermind
Happy & Rich is a six-month mastermind designed for women physicians who are ready to stop settling and start creating a life filled with freedom, joy, and financial clarity. Led by Dr. Bonnie Koo—physician, master certified life coach, and author—this transformative program blends money strategy with life design, helping participants align their finances with the life they actually want to live.
This isn’t about cutting lattes or obsessing over budgets. It’s about using money as a tool to create time, autonomy, and purpose. Whether you’re burned out, under-earning, or unsure of your next step, Happy & Rich provides expert coaching, a proven framework, and a powerful community of like-minded women physicians to help you thrive.
Through personalized support, high-level strategy, and mindset coaching, you'll learn to:
Make confident, values-aligned financial decisions
Redesign your work-life balance without guilt
Create multiple income streams and long-term security
Reclaim your time, energy, and joy
At the core is the Life Wheel—a holistic approach that integrates career, money, relationships, health, and fun. Because wealth isn’t the end goal—living well is.
How We Helped Wealthy Mom, MD Accredit their Content
We partnered with Wealthy Mom, MD through joint providership to bring accredited continuing education (CE) to their community of women physicians—without requiring them to go through the full accreditation process themselves.
While Wealthy Mom, MD focused on delivering transformative financial and life design education through Happy & Rich Mastermind, Pinnacle handled the compliance side—ensuring the content met all standards required for AMA PRA Category 1™ Credits, as well as CE credit for dentists and other licensed professionals.
Through our joint providership model, we:
Managed speaker disclosures and conflict of interest reviews
Took care of accreditation approvals and post-activity reporting
Issued CE certificates and ensured full compliance with accrediting bodies
By partnering with Pinnacle, Wealthy Mom, MD was able to enhance the value of their programs with CE credit—while staying focused on their mission to empower women physicians to build wealth and design lives they love.
