Connecting wealth and wellness so we can...

"Live a life WellSpent."

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Hey there 👋🏾

You probably found this page because you're looking for help. Money can be confusing and overwhelming. Don't worry, you're not alone.

At this point, you're probably wondering how WellSpent can help and if we're a good match. WellSpent isn't your traditional financial advisor and isn't for everyone. Learn about the WellSpent approach to see if it makes sense for you.

There's a big problem...


... and it's not you 😌

Our society and financial system do not make it easy to trust ourselves. We are constantly being told that we need to "fix" ourselves by buying more products and services.

Our education system teaches us nothing about money, business, mental health, mindset, or trauma. We aren't even aware of how connected all of these are to a life well-spent.

Our families aren't perfect either - often times our family passes over their limiting beliefs around money. Our own personal experiences with money since we were children shape our beliefs around money (and ourselves).

It's very easy to think that we're the problem.

The good news is that we're not the problem. We're just a byproduct of our environment, which currently doesn't make our lives easy.

The other good news is that we can change that. We can take responsibility for the hand we're dealt and take ownership of our future.

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WellSpent doesn't offer a convenient 4-step formula. WellSpent offers a new way of living.

It's a new way of living that lets us find financial freedom today, not tomorrow. It's a "training" method to help us feel confident in ourselves to take control of our finances and our future.

It's called a "training" method because this way of living needs to be practiced every day. We won't learn everything about money in a month or even in a year. It takes years to build a healthy relationship with money.

(Sorry, no quick and easy shortcuts here 😜)

Are you ready to take accountability for your own happiness?