Your first step in gaining financial freedom.

Wendy Healy

Financial Coach

A Simple Plan That Makes it Easy For You To Get Results:

Create Your Journey!  I Customize Coaching To You

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Refocus

Design a personal wealth definition that declares what happiness means to you.

The cornerstone to building wealth and achieving sustainable results is a strong, passionate Why.

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Gain Control

Understand your relationship with money, identify roadblocks and opportunities.

Build sustainable habits and behaviors by injecting customized tools, education and accountability.

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Set a Plan

You’ll have a step-by-step, easy to follow, long-term plan for success.

Move forward confidently knowing that decisions you make are in alignment with what’s important.

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Accountability

Accountability is the glue that ties commitment to the result.

Ongoing coaching provides a healthy push so you will maintain and increase your momentum.

Imagine If You Could…

Gain Control Of Your Finances

Have Peace Knowing You’ll Not Only Survive, but Will Thrive

Have a Spending Plan That Is Aligned With Your Beliefs, Isn’t Restrictive and Helps You Accomplish Your Goals

No Longer Live Under A Blanket of Stress, Shame, or Fear of The Future

Go On Vacation Knowing It’s Paid For…Allowing You To Fully Relax and Re-energize

Make Purchases Without Guilt or Judgement

Live For The Experiences of Today While Securing Your Financial Future

By Working With The Right Coach You Can…

Feel Confident and Clear About Money Decisions

Find Balance Between Living For Today and Saving For The Future

Be Content With Your Spending

Not Just Survive…but Thrive In The Life That You Want

Make Money Fun and Easy

Live Abundantly and Pursue The Passion You’ve Neglected

Find Peace In Your Finances

A Proven Coaching Program

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Program Results

  • Peace Within 30 Days*
  • Improved Relationships
  • $600+ Per Month Average Cash Flow Improvement
  • Emergency Fund Within 45 Days
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Resources

  • Proprietary coaching processes and systems
  • Online courses
  • Forms, guides, resources & support materials
  • A network of experts
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Industry-leading Training

  • 118+ Training Modules
  • 100+ Hours of Coursework
  • 46 Hours of Application
  • Extensive 1:1 Mentoring
  • Professional Responsibility & Ethics Pledge
  • International Financial Coaching Conference
  • Continuing Education

Success Stories

Wendy has helped me change, to take charge of my money and my future!

My name is Lori. Im divorced, have two grown children and a teenaged grandson.
They all live in another state and I try to visit them once a year.
Before I started working with Wendy, I wasn’t sure if I would have enough money topay all my bills. I was living paycheck to paycheck. Putting some bills on credit cardsjust so I would have cash to buy essentials. Paying only minimum payments on mycredit cards, which wasn’t paying off the debt just the interest. It really was stressful! Now I can plan trips to see my family and not worry about having money to see them.
I’ve been working with Wendy for 18 months now. I have one card paid off and in a few months I will have my car paid off. It is such a great feeling!! By the end of next year, I will be debt free and that is an amazing feeling!!!
It’s been a lot of hard work and learning how to look at my finances differently but
it is worth it! Wendy has helped me change, to take charge of my money and my future!
I have the confidence knowing that when I’m ready to retire in 5 years I won’t be worried about not having the money to live comfortably.
   ~ Lori

I'm debt free and enjoying my financial independence

Wendy provides a unique service which is often underestimated if not wholly overlooked. Her gift is to streamline yet promote taking simple yet disregarded steps to reorganize your relationship with debt, money and the quality of life. Her skill in promoting impactful action to reset your financial trajectory is life changing! I’m debt free and enjoying my financial independence, security and living a much less stressful life! Thank you Wendy!
~Deb W

Wendy's course was much more than budgeting

Before attending Wendy’s course my finances were in complete disarray. I had
no Idea of how much was coming in or coming out. From the beginning of the
course I could immediately see the impact it was having on my life! Wendy’s
course was much more than budgeting and finances for me. She was also a life
coach, motivating me to think bigger and outside the box. She has been
instrumental to me in taking the steps needed to get enrolled into college, get
a car, and plan for my future. I am now financially sound and use the tools that
she has taught me in my everyday life. I have recommended the course to
many of my friends and if asked I would easily give it a 10 out of 10, a life
changing experience!
~Nick D

Wendy Has Changed My Life

I never could figure out why, when I made a great salary, I didn’t have any money at the end of the week/month. By using Wendy’s techniques, I was able to see where my money was going, make adjustments, and start saving for my long-term goals. Thank you so much, Wendy!

~ Jennifer, Detroit, Michigan

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About Me

I grew up in a house where money was not talked about, but I knew it was a stress factor. So, I started on that same path and as an adult started making the same mistakes.

We borrowed money from family to buy a house, we bought things we could not afford and then, with debt, went to one income because we wanted to start a business. Shortly after that we hit the wall, we couldn’t build the business and one income wasn’t enough. We were behind on the house payments, the bank wanted the car back, everything was out of control. I found the one thing in all the mess I could control and that was how I was spending money.

I was going to get out of that mess and never go back, so I started writing down EVERYTHING. I needed to see where our money was going and once, I figured that out I started doing a budget. We started living within our means and if we couldn’t afford to pay cash we didn’t buy it-simple!!

It became a habit…I had replaced a bad habit (uncontrolled spending) with a good habit (intentional spending) I was telling my money how it was going to work for me, no more living paycheck to paycheck.

It wasn’t always fun, not having instant gratification in today’s world can be hard but it has been so worth it!

Over time I have helped people with their problems, not just financial and I really enjoy helping find the solution.

I have seen so many people struggle with finances and I decided I was going to do something to help. I have become a Certified Financial Coach so I can lead people to the financial peace that I have found.

Coach Connections Active Member

Why it’s important your coach has this badge…

Your coach believes in ongoing growth and education and is a member of the premier financial coach membership organization, Coach Connections, LLC.   Members have access to the leading industry best practices and stay abreast of new techniques, tips and resources to bring the greatest transformation for their clients.

As part of their membership, your coach also has access to a group of coaches with a diverse set of qualifications and experience so if your unique situation requires specific knowledge or skills, your coach has access to a bank of specialists.

Let’s Connect!

Because Coaching Is Unique We Start With a Free, No-obligation Assessment To:

                          • Determine if You’re Ready For The Intensity of Coaching
                          • Find Out if We’re a Good Fit to Work Together

Frequently Asked Questions

How is Coaching Different?
The combination of getting to know you, learning how you work with money, uncovering obstacles and giving you customized tools are something that only a coach can do. Books, courses and other guidance can only cover the low hanging fruit of financial tips. Coaching provides that deep-dive solutions that provide sustainable results and the accountability you need to make it happen. I will cut through all the generic financial tips, suggestions and advice to deliver the information that’s right for you.
How Often Do We Meet?

I work with you and your schedule.  At a minimum, we will have an initial two-hour intake session followed by seven coaching sessions. The duration of the sessions is usually 30-60 minutes and they are held by-weekly.

If we need to connect outside of these times, you will be able to set additional meetings as necessary.

What Financial Products Do You Sell?

Because I don’t sell insurance or investments, clients find my unbiased approach refreshing. 

I focus on education, mindset, behavior and habits.  My role is to help you understand the importance of surrounding yourself with wise counsel, answering any questions you may have, etc. but I do not provide advice on products to choose.   

If we determine a need for an educational program, online course, or coaching program, there may be an additional charge for those services.

How Customizable is Coaching?

While there are some foundational habits and behaviors everyone needs to master, the benefit of my coaching process and extensive training is I will adapt the concepts, principles, action items and resources to your unique needs. While the tools and resources may be similar from client to client, how they are implemented varies so they actually work for the long term.

How Do We Meet?
Most coaching is performed virtually via Zoom but if you are local, I’d be open to meeting in person. 
How is Confidentiality Addressed?

What happens in a coaching session, stays in a coaching session. 

I also don’t collect any personal data (social security number, bank account info, etc.).  I do not share your email or any other contact information with any outside agency, vendor or partner without your approval.

You need to feel safe in the coaching relationship and I do everything I can to make you feel comfortable.

How Do You Create a Safe Space?

This is a judgement free zone. 

Coaching is about moving forward, not beating ourselves up over past mistakes. Regret, embarrassment, and guilt are common feelings clients share with me, but my job is to offer solutions that empower and uplift you.

How Long Until I See Results?

Results vary by client and the effort they put in, but most clients report that ‘peace’ has started even after their first meeting.  It’s also common for my clients to experience improvement in their relationships and sleeping within 45 days. Financially, clients fully implementing the program report an average improvement of cash flow of $600 per month.