Seedlings sprouting from soil, showing early plant growth stages.

Nurture Your Own Growth.

Hello, I’m Candice!

I’m a Life-Centered Coach & Financial Educator — helping you build the inner clarity, emotional alignment, and foundation that make life and money work as one.

My journey into the world of finance began early, shaped by the opportunities and challenges I witnessed growing up. From working in my father's butcher shop at age 10 — where I discovered my natural talent for math and business — to earning my degree from Michigan State University, my path has been fueled by a desire to explore and reshape financial patterns and build a sense of stability and confidence.

As a child, I learned a lot about money — not just the numbers, but the emotions behind it. I saw firsthand how money could be a source of stress and conflict, but also how it could open doors, create opportunities, and build peace of mind when handled well. Those early experiences taught me that our beliefs about money — often formed quietly when we're young — shape the way we live, dream, and make decisions for the rest of our lives.

For over two decades, I worked as a Financial Consultant, guiding clients through personal and financial milestones. That work gave me a deep understanding of money — but it also showed me that money decisions are never just about money. Yet, along the way, I realized true financial well-being doesn’t start with a number on a balance sheet — it starts inside the person. It’s about the way we think, feel, believe, and align our actions with our values.

Recognizing this, I expanded into life coaching and deeper self-awareness work. 

In 2022, I became a certified life coach, and soon after, a certified Enneagram practitioner — a powerful self-awareness tool that supports emotional intelligence and personal growth. Over the years, I’ve explored several frameworks that help people understand their patterns and motivations more clearly, including emotional intelligence work, Human Design, Myers–Briggs, the Big Five Personality Model, and cognitive awareness practices. The Enneagram stood out to me because it aligned so deeply with my belief that real change begins with truly knowing yourself. At my core, I’m a self-discovery enthusiast, and I use these tools not to define or diagnose people, but to support reflection and personal clarity so they can make more aligned and empowered decisions in their life and money.

I’m a lifelong student of self-discovery — not just for myself, but for the people I serve. I believe that when we nurture our inner foundation, it naturally transforms our life and financial decisions and the way we live. 

I now enjoy coaching the whole person — not just their relationship with money.

Smiling woman with wavy hair in a white blouse.

Design a Life You Love

- From the Inside Out.

Why I Created Financially Wellthyâ„¢

Financially Wellthy™ was created to bridge the gap between who you are, how you live, and how you manage your money — because true well-being begins within you, not on a spreadsheet. Financially Wellthy™ began almost eight years ago as a seed inside me.

As I walked my own journey of growth and realignment, I realized I wanted something more — not just strategies, but a way to help people align their life choices, money habits, and sense of self meaningfully and sustainably.

What started as an idea has now become a living, breathing platform — and I’m honored and excited to finally bring Financially Wellthy™ out into the world, and into the hands and hearts of those ready to live more fully.

Why I Teach Kids & Teens

My work with adults taught me one truth: everything begins in childhood. Our beliefs, confidence, patterns, and even how we relate to money are shaped long before we ever talk about money.

Kids already absorb so much — they notice, interpret, and feel more than we give them credit for. What they need isn’t just information. They need a framework that helps them understand what they see, build healthy thought patterns, grow their confidence, and learn how to think, create, and make decisions with clarity.

I created this work to give kids the foundation most of us never had. Watching the next generation grow financially wellthy is one of the greatest joys of my life.

Our Mission at Financially Wellthyâ„¢

Financially Wellthy™ is a coaching and education platform — not a financial advisory firm. We guide individuals in building healthy, empowered, and purpose-driven relationships with money, life, and self — through the integration of practical financial education, intentional life design, and deeper self-awareness.

Through our programs, you will:

  • Build strong financial foundations — understanding saving, spending, investing, giving, and planning with confidence
  • Strengthen emotional intelligence, resilience, and internal decision-making
  • Understand your money beliefs, habits, and thought patterns — and shift them consciously
  • Align your financial actions with your personal vision, values, and goals
  • Create habits that support long-term well-being, freedom, and fulfillment

When you build all three — practical financial skills, intentional life design, and deeper self-awareness — you activate your Wellthy Core: your life, money, and self working together at
their best, from the inside out.

We focus on strengthening the whole person behind every financial decision — because when
life, money, and self are aligned, true well-being follows.

Hand holding an old-fashioned key in sunlight over a natural background.

The Heart Behind Advisor Edgeâ„¢

After 25+ years as a financial advisor, I learned something important: we guide people through the biggest financial and emotional moments of their lives, yet most advisors were never taught how to navigate the deeper human conversations underneath the numbers.

Becoming a certified life and spiritual coach made this even clearer. People’s values, beliefs, and emotional patterns shape every decision they make — and advisors need tools to meet clients at that level.

I created Advisor Edge™ to bring those skills into our profession. It’s where financial planning meets human connection. It’s about equipping advisors with the communication tools, coaching techniques, and people-centered skills that deepen trust and strengthen every client relationship.

When advisors feel confident in these deeper conversations, clients feel seen and understood — and everything changes for the better.
That’s the heart of Advisor Edge™.

A Note About Financially Wellthyâ„¢

While I continue to serve as a licensed financial advisor, Financially Wellthyâ„¢ operates as a completely separate coaching and educational platform.

We do not offer investment advice, products, or investment advisory services through Financially Wellthyâ„¢.

Instead, we focus on strengthening your foundation first — helping you navigate life and money decisions with clarity, confidence, and deeper purpose.

This foundation empowers you to either manage your financial journey independently or partner more effectively with trusted financial professionals.

A family of four posing outdoors with greenery in the background.

About Me - Beyond the Work

Outside of my professional journey, I’m a lifelong learner, poet, storyteller, wife, and proud mother of two amazing girls.

I love writing, creating stories with my daughters, surrounding myself with growth-minded people, and finding joy in the simple things — like playing cards and connecting deeply with others.

For me, true wealth is living a life that feels aligned, meaningful, and free — and helping others do the same.

Meet the Team

Coming Soon!

Invest in the Future

If you're ready to nurture your foundation, strengthen your future, and live a life that reflects your true self —
I would love to connect and walk part of your journey with you.

Guidance Isn’t About Telling You the Way

- it’s About Walking Beside You With Care.