Hi, I’m Whitney…
I help ambitious women feel confident with money and build wealth.
Are you ready to get started on your wealth journey? Enjoy a free guide below!
Nice to Meet You, I’m Whitney.
I’m am a Certified Financial Planner and Coach for Ambitious Women.
As your dedicated financial partner, my team brings together the power of a fractional CFO, bookkeeping services, and financial planning expertise to support both your business and personal finances holistically. We begin by keeping your business finances organized with monthly reconciliations, clear financial reports, and valuable insights to help you understand your business's health. We go beyond the numbers by providing strategic advice tailored to your unique goals—ensuring you feel confident in your financial decisions and empowered to grow your business like never before.
On the personal side, we work with you to develop a holistic financial plan. We begin by transforming your relationship with money, addressing mindset, and building a customized money map that brings clarity and ease to your financial life. Our program guides you in effectively saving, investing, and managing your personal wealth—whether it's through retirement planning, expanding your investments, or simply paying yourself consistently.
Whether it's your business or personal finances, we're here to empower you with the clarity, support, and strategies you need to build lasting wealth—and the freedom that comes with it.
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Grow yourself. Grow your wealth.
While most coaches only focus on the practical aspects of money, we go much deeper.
Inner Wealth
Inner wealth is the practice of cultivating an experience of inner abundance. Together, we’ll deep dive into your relationship with money. This exploration will reveal the reasons you’ve been blocking or inviting financial prosperity. With this awareness, you will align your inner worth with your external desires. Inner Wealth teaches you life-changing tools to relate to yourself, money and business (if applicable) in a new way. You’ll learn to how to navigate scarcity thinking, manage your negative thinking around money, and more consistently operate from a place of abundance.
Outer Wealth
Outer Wealth is the practice of creating an environment of external abundance. We will begin by identifying the financial results you want to create. Specifically, how much money do you want to earn, spend and keep. From there, we’ll work through the projections for your business that will clarify pricing and financial goals month-over-month. On the personal finance side, we will identify your financial priorities and build your Money Map, or your financial management system to ensure the money you’re making is directed towards the life you want to live. Your Money Map will determine how much you save, spend and invest each month.
Higher Wealth
Higher Wealth is the practice of promoting your higher-self to the CEO of your money. Higher Wealth integrates your intuition and/or the spiritual elements of life into your business and money strategy. It relies on the principles of trust, faith, patience, rest, devotion and receiving. Without integrating Higher Wealth into money strategy, you will likely to fall into hustle, burnout, scarcity or pushy thoughts and feelings with money. Higher Wealth work acknowledges and addresses the systems of oppression (patriarchy, racism, ageism, sexism, etc) that influence our experience with money by exposing the foundational scarcity mindset from which these systems of oppression were built.
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What people have to say about Holistic Money
“I have gained confidence with money and stopped letting my fear that I don’t know what I am doing get in the way of my business growth and financial success.”
—Lindsey M.
“My income has quadrupled in 1 year since working with Holistic Money. I also have a seamless system to manage my money. Working with Whitney has been freaking incredible - I’ve re-signed for another 3 months!”
—Nicole P.
“I’m making quadruple what I was making in my 9-5 in only a few months! I started working with Holistic Money because I had this deep-rooted belief that I didn’t know how to manage money. Now I know that I am a powerful investor and I really like learning about money!”
—Annie F.