Because True Wealth Supports the Whole You

Money touches every move you make—so your plan should move with you. At Whole Wealth, that’s exactly what we deliver. From laying a rock-solid foundation to optimizing, protecting, and uniting family priorities, we deliver clear deliverables, tax-aware strategy, and ongoing guidance—no fluff, no guesswork, just customized strategies designed to keep your finances in tip-top shape.

Here's how we do it. 

Variable Income Strategies

Entrepreneurial income doesn't follow a traditional paycheck schedule—and that's actually your advantage. Variable income strategies help wellness entrepreneurs and business owners turn income fluctuations into strategic opportunities. Whether you're experiencing seasonal peaks, project-based earnings, or growth spurts, we create flexible financial plans designed to work with your unique cash flow patterns. Your variable income becomes a tool for building wealth rather than a source of stress.

Cash Flow Planning

Knowing when money comes in and goes out is the foundation of financial confidence. Cash flow planning helps ensure your lifestyle is supported today, while also keeping your long-term goals on track.

Tax Minimization Strategies

Efficient planning can help reduce the taxes you pay now and in retirement. By structuring withdrawals and investments wisely, more of your money stays working for you.

Retirement Planning

Whether retirement is around the corner or decades away, a tailored plan helps you picture the life you want—and lays out the steps to get there with clarity and confidence.

Wealth and Asset Management

From investments to estate considerations, wealth management brings everything under one strategy. It’s about protecting what you’ve built and aligning your assets to grow with your goals.

Risk Tolerance Profiling

Everyone has a comfort level with risk. By identifying yours, we can help shape an investment approach that balances growth potential with confidence.

Tax Loss Harvesting

Market dips can be opportunities. Tax loss harvesting uses strategic investment moves to offset gains and potentially lower your tax bill, keeping your plan efficient.

Let’s Align Your Wealth With Your Well-being

Money should fuel confidence, not steal your sleep. If you’re craving alignment, clarity, and a guide who talks like a real human, Whole Wealth is ready to help you start building financial wellness today.

Your First Step Toward Financial Wellness Starts Here

You’ve already taken the hardest step—deciding it’s time for money to serve your wellbeing, not sabotage it.


Completing the form to the right connects you with Erica Rice for judgment-free guidance, clear next moves, and the calm confidence that comes from a plan built around you. Reach out today and start breathing easier about tomorrow.

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