Teach. Guide. Empower. Grow - From the Inside Out.

Whether you guide clients, teach students, or coach lives —
Financially Wellthy® helps you integrate powerful life and money skills into your work, creating deeper impact for those you serve.

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Building Connections That Last

At Financially Wellthy®,

we believe life, money, and purpose are deeply connected — and the way we teach them matters.

Through our specialized training and coaching, we help financial advisors, educators, and life coaches integrate financial education, inner development, and coaching techniques into their practice — so they can serve their clients, students, and communities in a deeper, lasting way.

This is about more than knowledge — It's about creating lasting Wellth™ from the inside out.

How We Help

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For Financial Advisors: Advancing the Human Side of Financial Advice

Today’s advisors need more than technical expertise. Financially Wellthy® helps advisors strengthen the interpersonal skills that work alongside that expertise, helping them better understand the person behind the financial plan and connect what they learn to the advice they provide.

We help advisors learn how to:

  • Listen beyond the numbers to better understand what matters to the client.
  • Ask questions that create greater clarity and meaningful conversation.
  • Recognize the values, beliefs, emotions and experiences that influence financial decisions.
  • Create space for clients to think and articulate what matters to them.
  • Intentionally shift between exploring, educating, facilitating and advising.
  • Connect what they learn about the client back to financial strategy.

Speaking, Training, and Advisor Life Coaching Available.

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For Educators: Bringing Life and Money Together

Today's students need more than math skills. They need to understand how life, money, decision-making, and personal growth are connected.

We train and coach educators to:

  • We help educators integrate real-world financial education concepts.
  • Teach emotional awareness and mindset shifts alongside money skills.
  • Build lasting habits for goal setting, entrepreneurship, saving, and investing.
  • Equip kids and teens for the realities of life — not just tests.

Options:

  • Licensing Financially Wellthy® Kids Program
  • Educator Coaching and Support
  • Workshops for youth organizations
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For Coaches: Financially Empowered Coaching (Education-Based)

If you're a life coach (or in training), adding financial understanding to your work is game-changing.

We teach life coaches how to:

  • Help clients explore how money connects to life goals and inner purpose.
  • Support emotional and mindset shifts around money.
  • Introduce practical financial literacy without providing specific financial recommendations or becoming financial advisors.
  • Understand the real-world financial behaviors behind life blocks.

Options:

  • Specialized training for coaches
  • Private consultation and coach coaching
  • Financially Wellthy® Coach Certification (education-based, future option)

Financially Wellthy® provides education, coaching, and training. We do not offer individualized investment advice, asset management, or financial product recommendations through our coaching or education programs.

Our Approach Life. Money. Self - Integrated

Whether you work with adults, teens, or kids, our approach brings together:

  • Life Design and Personal Alignment (dreams, values, identity)
  • Inner Work (beliefs, behaviors, subconscious patterns)
  • Financial Education and Skills (earning, saving, investing fundamentals, navigating the industry)

This holistic model creates real, lasting transformation — for you and for those you serve.

Why Work with Candice Schultz?

  • 25+ Years of experience in financial services and financial advising.
  • Certified Life, Financial, and Spiritual Coach
  • Enneagram Practitioner and Self-Discovery Enthusiast
  • Founder of Financially Wellthy® LLC
  • Expert in bridging the gap between financial wellness and personal growth

Candice teaches from real-world experience — blending professional expertise with human connection, heart, and humor.

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Candice gave our parents tools to start money conversations at home — simple, real, and powerful.

Linda, School Principal

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My students loved how interactive her session was. They left with ideas they could try that same week.

Stacie, Teacher

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I don’t use the phrase “life-changing” lightly, but Candice’s coaching has truly transformed my financial outlook and, in many ways, my life’s trajectory—right down to my DNA.

Kim, Attorney

I’m trained in coaching, and yet Candice shifted the way I think about conversations around money. She blends coaching, behavior patterns, and financial clarity seamlessly. I learned how to create deeper safety, ask better questions, and guide clients more into alignment. I walked away with tools I now use in my sessions— because the truth is, money shows up everywhere.

Michelle, Leadership & Performance Coach

Candice showed me how to integrate financial conversations into coaching without losing depth, safety, or meaning. I had always avoided talking about money with clients because it felt outside my lane. After working with her, I now see how essential it is. It’s been a true added benefit for my practice.

Cheri, Relationship & Mindset Coach

Ready to Expand Your Impact?

Let’s connect and explore how we can grow your practice — and empower those you serve.

Book a Discovery Call

Empower Others Not Just With Skills,

but With Understanding and Heart.