What if your financial journey could transform your entire life?

Welcome to Whole Person Finance, where financial wellness leads to overall life satisfaction.

I’m Wendy, and I’m a dedicated advocate for financial wellness and its power to transform lives. My mission? To help you achieve your financial vision and live a life you love.

Throughout my career, I’ve had the privilege of working with many individuals with concerns about their financial well-being. These experiences have shown me how financial challenges can ripple through every aspect of life—from health to relationships to career satisfaction.

But I’ve also witnessed something remarkable: When people work through these financial issues, they often experience profound growth across all dimensions of their lives.

Inspired by these transformations, I’ve devoted myself to developing innovative, effective strategies that not only shield you from financial stress but also unlock the life-changing potential of true financial wellness.

Whole Person Finance isn’t just about numbers in an account. It’s about nurturing your whole self through smart financial practices. Ready to start your journey?

My Story

Three pivotal life events, each years apart, profoundly shaped my understanding of financial wellness. One of these—a family medical crisis—stripped away all my material assets, forcing me to start from scratch. (You can read more about my story here.)

These experiences taught me invaluable lessons about:

  • Resilience in the face of financial adversity
  • The complex responses surrounding financial shifts: fear, shame, stress, anger, vulnerability, and more
  • The critical importance of holistic financial well-being

These events taught me that it’s possible to come through a financial crisis stronger and smarter than before. They deepened my empathy for those experiencing similar challenges. And they showed me the interplay between financial well-being and the physical, mental, emotional, and spiritual sides of life.

These insights ignited a passion to help others, leading me to pursue more formal education and specialized training.

To deepen my understanding of human behavior and grow my skill set in effecting lasting change, I:

  • Earned a Master of Social Work (MSW) degree
  • Obtained specialized certifications in financial social work and financial education (Read more about my qualifications on LinkedIn.)

Today, my unique blend of lived experience and professional expertise allows me to offer a compassionate, whole-person approach to financial wellness. I address both holistic well-being and practical needs, guiding you towards not just financial fulfillment, but a richer, more rewarding life overall.

Why I Created Whole Person Finance

I started Whole Person Finance with a clear mission: to share the knowledge and insights I’ve gained throughout my journey and help others achieve true financial wellness.

My goal is to offer a unique blend of evidence-based information and traditional wisdom about holistic money matters.

By holistic money matters, I mean an approach that considers how finances interconnect with all aspects of your life—your health, relationships, career satisfaction, environment, spiritual views, creative pursuits, and personal growth.

It’s about managing your money in a way that aligns with your values and supports your overall well-being, not just your bank balance.

This approach is designed to help you achieve wealth and well-being, however you choose to define them.

Here, you’ll find content crafted to empower you with the tools and confidence needed to take control of your finances and elevate your quality of life. From practical tips to in-depth guides, Whole Person Finance is your partner in navigating the complex world of money.

Whether you’re looking to build wealth, reduce stress, or align your finances with your values and vision, you’ll discover what you need to fuel your progress towards holistic financial wellness.

What You’ll Find Here

At Whole Person Finance, my mission is to support you on your journey to holistic financial well-being. Here, you’ll see a wealth of resources designed to nurture both your financial health and overall life satisfaction:

  • Insightful strategies for understanding and improving your relationship with money
  • Inspirational stories and case studies that demonstrate the transformative power of financial wellness
  • Practical, actionable tips on managing, saving, and investing your money in alignment with your values and life goals
  • Fresh, original perspectives that challenge conventional views on personal finance
  • Curated resources to complement your financial journey

Join Our Thriving Community

I believe financial wellness flourishes in a supportive community where we learn from and inspire one another. That’s why I’ve created multiple ways for us to connect and grow together:

  • Sign up for my newsletter to receive exclusive insights, tips, and updates directly in your inbox
  • Engage with our community by commenting on blog posts or by sharing your experiences
  • Reach out through my Contact page with your questions, suggestions, or stories.

I love to hear from readers like you and look forward to exchanging ideas when you reach out. Your perspectives and experiences enrich our community and drive our collective growth. For example, I enjoy hearing how a blog post has motivated you to take a certain action or how you feel about having a space where real human dialog about holistic finance can deepen understanding.

Thanks so much for visiting Whole Person Finance. Remember, this is more than just a website—it’s a community dedicated to achieving financial wellness and enriching every aspect of our lives.

I’m excited to be on this journey with you. Together, we’ll not just improve our finances, but enrich every aspect of our lives too. Let’s get started!

Ready to begin your journey to financial wellness? Sign up for our newsletter today!

Be well,
Wendy

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