Live Financially Wellthy

Your life, your money, and your inner world are deeply connected. At Financially Wellthy™, we help adults align who they are, how they live, and how they make financial decisions—so money supports your life, not the other way around.

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Because Financial Success Without Alignment Isn’t True Wealth —

and True Wellth™ Begins Within.

Our Framework

Know Yourself Well

Understand your beliefs, habits, values, and the emotional patterns behind your financial decisions

Know Yourself Well

Build Well

Build strong foundations through life design, goal setting, and practical financial education

Build Well

Live Well

Align your daily actions with your values, goals, and financial choices

Live Well

Enjoy Well

Celebrate growth, live purposefully, and create lasting fulfillment

Enjoy Well
Workspace with coffee, planner, and handwritten notes on productivity and goals.

Our adult programs are grounded in the Financially Wellthy™ Framework — blending:

  • Self Discovery & Mindset – Know your values, strengths, and patterns while reshaping beliefs that hold you back
  • Life by Design – Build structure and habits rooted in what matters most.
  • Money Foundations – Create systems for cash flow, saving, and security.
  • Financial Education – Understand credit, investing, and the financial world with confidence.

When these areas align, you unlock clarity, resilience, and freedom — the foundation of living Financially Wellthy™.

Who We Serve

Young woman studying with headphones and laptop in a cozy room.

Young Adults

Build confidence with money, habits, and independence as you step into adulthood.

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Adults 30+

Redesign your life and money choices with intention, clarity, and fulfillment—especially as your goals evolve.

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Entrepreneurs

Service-based entrepreneurs who want to build businesses that don’t burn them out

Our Programs and Services

1:1 Coaching

Personalized life, money, and self coaching to build clarity, resilience, and financial empowerment.

Group Coaching

Small group experiences for adults seeking growth through learning, reflection, and community.

Workshops and Courses

Focused programs blending life design, financial education, mindset shifts, and inner work.

Financial Foundations

Practical money management education: cash flow, saving, investing basics, protection, and conscious financial decisions.

Spiritual Alignment Coaching (Optional)

For those seeking deeper connection: integrate beliefs, faith, and life decisions (defined by you).

Enneagram Self-Mastery

Understand your patterns and strengths — and how they impact your life and money choices.

How We Work for Adults

We don’t manage assets or provide investment advice.
We help you strengthen the core behind your decisions—your beliefs, habits, patterns, and life vision. 
Through coaching, education, and life design practices, we help you:
  • Design a life that matches who you truly are.
  • Make money decisions with meaning—not just tactics.
  • Partner effectively with financial professionals when needed.
  • Create lasting inner and outer well-being — a Financially Wellthy™ life.
Person saving money by putting coins in a piggy bank and writing notes.
Woman smiling while holding a package and phone indoors.

Service-Based Entrepreneurs

Building a business can be exciting and purposeful — but also overwhelming if your life, money, and business aren’t aligned. Financially Wellthy™ helps entrepreneurs:

  • Clarify your vision — design a business that matches your values and lifestyle.
  • Create money systems that support your business and your personal life—without burnout.
  • Prevent burnout — balance mission-driven work with well-being, so your energy and impact are sustainable.
  • Integrate personal + professional — align who you are, how you live, and how you serve through your business.

Whether you’re just starting out or scaling, we help you strengthen your foundation so you can grow with confidence and balance.

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She helped me see that my financial habits were really emotional patterns. Once I aligned my money with my values, everything started to flow.

Stacie

"Candice was absolutely instrumental in helping me navigate the process of purchasing my next home. From the very beginning, she guided me through identifying my non-negotiables and supported me in clarifying what those priorities meant for me.

What stood out most was her ability to balance practical financial coaching with genuine emotional support—helping me feel confident, comfortable, and truly happy with every decision I made.

Throughout the process, Candice consistently checked in to ensure I felt aligned and at ease. What could have been an overwhelming experience became manageable and even empowering, thanks to her thoughtful approach and steady guidance."

Andrea

What struck me most was her ability to get to the root of how I felt about money. Not just budgets or spreadsheets, but the emotional and psychological imprints that shaped my financial habits.

Kim

I had heard of financial coaching, but I didn’t think it would work for me. I needed a quick fix—now. Or so I thought.

From our very first conversation, I knew this wasn’t going to be a typical experience. Yes, it was uncomfortable and deeply challenging, but something unexpected happened: I felt safe.

K. Wagner

Candice’s blend of warmth, clarity, and unflinching truth-telling disarmed me. She didn’t judge—she listened. She saw through the stories I had created, the excuses I’d believed, and the façade I had constructed over years of professional success. She saw through the matrix—and helped me see through it too.

Kim

“I came to Candice for help navigating rising business costs and partnership challenges—and she delivered. She grasped the heart of my issues quickly and offered smart, strategic solutions that made a real difference. Her experience, professionalism, and ability to see the big picture helped move my business forward in ways I hadn’t seen on my own.”

Judy Byrwa, Business Owner

Candice as a coach excels at making you feel at ease, and without judgement, so you can get to the root of issues that need to be addressed. She is a great sounding board who listens well and can reframe your thoughts in ways that give new perspective.

B. Newman, Financial Advisor

“When Candice asked, ‘What is your Wellthy goaIs over the next 6 months, I wasn’t sure how to answer. She explained it beautifully, and as we explored it together, I discovered goals I didn’t even realize I had. It rerouted my entire perspective. Now I think about my life in fuller terms — not just money, but my relationships, my time, and my well-being. It changed the way I plan for both the short and long term.”

Nicole, Marketing Director

“My wife and I were stuck in a few of our long-term goals, and for the first time, we found them conflicting in ways that created real tension. Candice sat with us and went deeper — helping each of us understand the root of our perspectives and how to filter them in a way that opened new solutions. The conversations shifted from stressful to collaborative. Now we’re planning the next 18–24 months with clarity, excitement, and forward momentum. We don’t feel stuck anymore.”

Daniel, Senior Finance Executive

“After running my business for decades, I didn’t realize how hard it would be to define what retirement should actually look and feel like. Candice asked the deeper questions — the ones that helped me uncover what I truly want in this next chapter. I work with an advisor, but I was never asked questions like this. She has a keen sense of pulling everything together, filtering out what matters and what doesn’t. I now feel aligned, confident, and genuinely excited about my future in a way I didn’t before.”

Barb, Small Business Owner

"Candice’s coaching and support has been more helpful than I could have imagined. Her ability to let me run through a thought, often getting into multiple topics, and then tie it all together into one key concept, is incredible to say the least. Our sessions can be almost meditative at times with her calmness and patience while talking on any topic."

Cameron

“Candice Shultz is a remarkably gifted coach and mentor. She has helped me uncover the reasons and how to get over my fears and limitations in my personal life as well as my spiritual business. She is the voice behind my voice encouraging and listening to me…gently nudging me forward and making my path clearer.

Elizabeth Brown, Spiritual Happenings LLC

What’s Your Version of Wellthy?

Understanding Your Life and Money Story is the First Step Toward Living Fully and Freely.