Curious about how your financial well-being can ripple positively through every part of your life? You’ve landed in the right place.

Ever noticed how money worries seem to seep into every corner of your life? What if you could transform that stress into a foundation for a richer, more fulfilling life?

Welcome to Whole Person Finance, where we connect the dots between your financial well-being and your overall life satisfaction. I’m Wendy, and I’m here to guide you in cultivating a powerful relationship with money that not only eases financial burdens but also unlocks greater clarity, confidence, and joy in every area of your life.

My path to this whole-person approach wasn’t paved with financial ease. In fact, it was shaped by firsthand experience with significant financial challenges, experiences that ultimately became the most profound lessons in understanding true financial wellness.

My Story: Lessons Learned from the Ground Up

Because I’ve navigated fierce financial headwinds, I’m sensitive to the challenges you might be facing. My focus on financial wellness isn’t just a professional viewpoint; it’s etched in my own life story. When a family medical crisis demanded we rebuild our lives from the ground up, I learned lessons no textbook could ever teach. I discovered the toll of financial stress, the need for resilience, and the undeniable truth that our financial health impacts our overall well-being.

These weren’t simply setbacks; they became powerful catalysts for deep personal growth and a radical shift in my perspective. Navigating those difficult times ignited a profound empathy for others facing similar struggles and solidified my belief in the power of a shame-free holistic approach to financial wellness, one that addresses the human element as much as the numbers.

This deeply personal understanding sparked my commitment to help others navigate their financial challenges. I brought together my Master of Social Work degree—which provided crucial insights into human behavior, psychology, and systems—with specialized certifications in financial social work and financial education. This unique combination of credentials enables me to offer a comprehensive approach to financial wellness that addresses both the human and financial elements of your journey.

My blend of lived experience and professional expertise allows me to offer a compassionate and effective whole-person approach to your financial well-being, addressing not just your practical financial needs but also nurturing your overall life satisfaction. This interconnectedness is best illustrated through the eight dimensions of well-being that guide our work together:

Here at Whole Person Finance, you’ll gain the empowering insights and practical tools to:

• Understand Your Money Mindset: Uncover the hidden patterns and beliefs that shape your relationship with money and your financial decisions, paving the way for positive change.
• Develop Actionable Financial Strategies: Learn exactly how to manage your money effectively, create a savings plan that aligns with your life’s priorities, and invest with confidence in alignment with your values.
• Connect Your Finances to Your Whole Life: Discover how improving your financial well-being can ripple through your life—for example, reduce stress, enhance career satisfaction, and transform money conversations from sources of conflict into opportunities for deeper connection with loved ones.
• Gain Fresh Perspectives on Money: Explore unconventional ideas and holistic approaches that go beyond traditional financial advice, leading to true wealth, however you choose to define it.
• Access Curated Resources: Find carefully selected tools, guides, and information designed to support you at every step of your financial transformation.

Your Journey, Personally Supported

I believe financial transformation happens best with genuine support and connection. While Whole Person Finance is growing, I’m committed to:

• Responding personally to every comment and question: Your insights and concerns matter, and you’ll hear directly from me, not from an assistant or automation
• Creating content driven by your actual needs: Share what you’re struggling with, and I’ll address it in future posts
• Building a space for honest financial conversations: Where questions are welcomed and judgment has no place

As our community grows, I envision it becoming a trauma-sensitive, accepting space where people feel safe exploring their money stories, celebrating progress, and supporting each other’s whole-person financial journeys.

Ready to transform your relationship with money?

I’m here to support your journey, and I’d love to hear from you. Whether you have a burning financial question, want to share your story, or simply need encouragement, I personally reply to every message.

Take your first step:

• Read: Explore articles that resonate with your current challenges
• Connect: Leave a comment on a blog post or send me a message through the Contact page
• Subscribe: Join our community and get updates delivered to your inbox (and know I’m just an email away)

Thank you for taking the time to explore Whole Person Finance. I’m truly excited to connect with you and support you on your journey toward a richer, more fulfilling life through holistic financial well-being. Let’s take those first steps together!

Warmly,

Wendy

P.S. Wondering where to start? Check out this popular guide or simply tell me what’s on your mind.

P.P.S. Curious about financial trauma? I’m turning my popular blog series into a comprehensive book. Join my email list to be the first to know when it launches later this year!