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.
Comprehensive Financial Planning
Important Note: Our investment advisory services are provided under a fiduciary standard, putting your interests first. Insurance products, offered separately as an outside business activity, follow a best interest standard and may involve commissions
Transform Your Financial Stress into Sustainable Wellness
Whether you're just beginning your wealth wellness journey or navigating complex financial decisions, our comprehensive planning services are designed to provide a clear roadmap aligned with your values.
Our Planning Approach:
- Values-Driven Discovery
Understanding what matters most to you - Mind-Body-Money Alignment
Translating wellness goals into financial strategies - Transparent Roadmaps
Clear explanations of every recommendation - Sustainable Implementation
Building systems that work automatically
Planning packages starting at $2,500, tailored to your life stage and complexity
Ongoing Advisory Partnership
Year-Round Financial Wellness Support
True wealth wellness isn't a one-time event—it's an ongoing partnership. Our advisory services provide continuous investment management, regular guidance, and support as your life evolves.
What's included:
Professional Portfolio Management
Customized strategies aligned with your values
Annual Comprehensive Review
Deep dive into your complete financial picture
Quarterly Focus Sessions
Choose topics that matter most to you each season
Continuous Support
Email and phone access for life's financial questions
Investment management fees start at 1.30% for portfolios under $250,000, with reduced rates for larger portfolios
Specialized Strategies
Tailored Strategies for Your Unique Situation
Income Strategies
Turn income fluctuations into strategic opportunities for wellness entrepreneurs and business owners.
Risk Tolerance Profiling
Protect what you've built while positioning it to grow in alignment with your long-term vision.
Tax Minimization Strategies
Keep more of what you earn through efficient planning strategies for now and retirement.
Cash Flow Planning
Create clarity and confidence in your monthly money flow, whether building wealth or in retirement.
Your Journey to Financial Wellness Begins Here
- Take our Wealth Wellness Path Finder to discover your ideal financial wellness journey
- Receive your personalized recommendations, including your wealth wellness assessment and ideal service path
- Schedule your no-cost consultation to discuss your customized roadmap
- Begin building wealth that supports your whole life
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.
Completing the questionnaire to the right gives Erica a better idea of your personal needs when it comes to retirement income planning. Submit your questionnaire and Erica will reach out to you with guidance and next moves, so you can continue forward with the calm confidence that comes from a plan built around you.
