About - ME (CROPPED 2).jpg

Meet Nico 👋🏾

My name is Nico Felipe, the founder of WellSpent. I'm a Certified Financial Planner® and Certified Trauma of Money™ Facilitator. I have been in the financial industry since 2015.

I noticed early on in my career that there was something missing with financial planning. I realized that money is one part of the bigger picture, which is your life. Life gets messy, life gets confusing, And life is definitely more than just budgeting and investing.

I chose to start WellSpent as my way to start having more meaningful (and life-changing) conversations about money. I chose to be different from the traditional financial advisor because I didn't agree with most of what the financial industry taught and promoted. I'm hoping to transform the financial industry, one person at a time.

I'm currently living out of my backpack, working remotely as I live in different countries. Outside of work, you can find me hiking, walking in Nature, getting lost, dancing, playing ultimate frisbee, or being a nerd and reading. I make an effort to try new things and step out of my comfort zone because… why not? 🤔

How is WellSpent different?

WellSpent doesn't focus on projections, 30-year plans, or products. We focus on having real conversations around money. WellSpent is here to help facilitate safe conversations around money that you wouldn't normally have with friends, families, or other financial advisors.

We focus on three areas of Life: work, wealth, and wellbeing. All three of these are so deeply interconnected that it's challenging to have a meaningful conversation around money, without having a meaningful conversation about work and wellbeing. Our goal isn't to make you rich, it's to help you live a rich and fulfilling life.

We take a non-traditional approach so that you can create a non-traditional life. The WellSpent Approach to Financial Freedom to help you reach financial freedom today, not tomorrow (or 20 years from now).

About - How WellSpent is different.png

The WellSpent Approach

The 3 P's of the WellSpent approach are the foundation to creating real financial freedom. Each one is necessary to taking control of our finances. Luckily, these are muscles that we can train and build over time.

Processing

(Past)

This is where WellSpent is different. Most people know what a budget is. But why do so few people follow through with their budget? Processing allows us to hold space for the experience in front of us. Most of us were never taught this, which is what leads to most unconscious financial decisions.

Personal Leadership

(Present)

This is where the rubber meets the road. You can have the most thorough, well thought-out plan -- but if you don't act on it, it's useless. This is about building principles that allow us to become leaders in our own life. This is about taking accountability for our own happiness.

Planning

(Future)

Planning is breaking down our dreams into small bite-sized steps that we can take action on. This is where having a vision, creating a plan, learning financial literacy, and crunching the numbers are important.

If you're ready to train and get to work 💪🏼, let's get after it!