at whole soul finance
The premise to our work is simple:
it’s where soul prosperity meets financial mastery
Whole Soul Finance™ is the catalytic force transforming financial education. We believe that your relationship with money is deeply connected to who you are becoming—and that true financial transformation requires more than skills or mindset alone.
We integrate three essential elements: mindset clarity (understanding your beliefs about money), motivation ignition (connecting to why this matters), and practical skill mastery (building sustainable habits). Together, these create the head-heart alignment that actually changes financial behavior.
This isn't transactional learning. It's taking knowledge and understanding and transforming it into practical wisdom.
From the embers of survival to the flames of flourishing—Whole Soul Finance™ is the spark.
the integration difference
Most financial education teaches skills. Some coaches teach mindset. We do both—integrating head and heart alignment into practical wisdom so you build wealth that matches who you are.
Here's what we know:
If financial mastery were only about skills, all smart women would have healthy cash flow.
If it were only about mindset, we'd all be manifesting abundance.
True transformation happens at the intersection of head AND heart alignment.
We provide clarity, insight, and actionable guidance so you can steward your finances in alignment with your values, vision, and deepest purpose. We don't do therapy—we recommend excellent therapists when that support serves you. But we do something equally powerful: we help you understand the connection between your soul and your strategy, so you can make financial decisions that feel authentic and sustainable.
OUR VALUES
love
We work toward the highest good for everyone we encounter. We believe financial education is an act of love - toward ourselves, our families and our communities.
GENEROSITY
We give of our best in time, talent and treasure. We provided full-sized entrees, not appetizers - our free resources contain real depth because we believe knowledge shared is power multiplied.
FUN
We enjoy our work. We celebrate along the journey, not just at the end. Financial transformation doesn’t require suffering; it requires presence.
honor
We treat everyone with dignity. We honor your story, your pace and your right to make financial decisions that feel true to who you are.
EXCELLENCE
We do our work with high standards. This means rigorous frameworks, clear language that distinguishes between concepts, and trauma-informed methodology because precision matters.
We are:
Integrated educators.
We teach financial literacy, mindset, and practical strategy as one coherent system—not separate domains. Head and heart together create lasting transformation.
Soul-centered guides.
We believe "you prosper as your soul prospers." A prosperous soul—one that is healed and healing—manifests outward prosperity. We help you build wealth that reflects your values, not despite who you are, but because of who you are.
Catalysts for economic power.
We champion women's economic development by equipping you to navigate financial ecosystems with confidence, strategy, and authenticity. We help you fund your lifestyle, create meaningful legacy, and experience the wholeness that comes when your money matches your soul.
Community architects.
We create spaces where women practice values-aligned, priority-driven financial behaviors from a place of freedom and wholeness. It's a place to be honest, open, and transparent about who you are becoming—so you transform your relationship with money in a way that serves every season life brings.
Purveyors of hope.
We want you to fall in love with your finances without being consumed by them. We're here so you know you're not alone in this lifelong journey toward financial mastery and soul prosperity.
what we believe about women
We believe all women embody noble strength and honorable power.
We believe all women can become masterful stewards of affluence and influence—not because of external circumstances, but because of who they choose to become.
We believe all women can change their lives, households, families, communities, and nations for the good—now and for generations to come.
We believe your financial power is your legacy power. When you get whole with your finances, everything shifts.
Ready to integrate your head and heart?
Your financial transformation begins with understanding the connection between your soul and your strategy. Whether you're ready to take the Whole Soul Prosperity Profile™, explore our Guided Pathway, enroll in one of our Whole Soul Cohorts or work one-on-one with a Whole Soul CFO, we're here to meet you where you are.
Wholeness, wisdom, and wealth are within reach—when soul prosperity meets financial mastery.
“Great things are not done by impulse, but by a series of small things brought together.”
— Vincent Van Gogh