Broker Check

It's Time to Make Yourself a Priority

Let’s align your money with your goals and build a strategy that supports the life you’re creating.

Learn more

Empowering Your Financial Journey:
Unleash Your Potential with Confidence

You’ve built an exceptional career or grown a thriving business. You’re making your mark. Now, it's time to ensure your financial journey matches your ambition. Whether you're seeking financial freedom, a wealth management change, or a partner to guide your next steps, we’re here for you.

At Wilcox Financial, we believe you can have it all—on your terms. We’re your dedicated resource, inspiring ambitious women like you to take intentional action and invest wholeheartedly in themselves. Together, we’ll cultivate the mindset and financial strategies to help you soar—whether you’re scaling your business, elevating your career, mastering your money, or achieving true balance.

We believe in radical support. We will relentlessly push, challenge, and support you, so you can live the life you're capable of. Your best life, how you define it.

This is a judgment-free space to address your doubts, set boundaries, and learn to confidently delegate. Our nurturing guidance equips you with resilience and practical strategies for sustained growth and freedom. We’ll ensure you not only survive but thrive while boldly chasing your biggest ambitions.

Maximize Life. Minimize Stress.

Individual Planning

Whether you’re starting out, planning for retirement, or thinking about your legacy, we provide personalized financial planning to help you navigate each stage with confidence and clarity.

View Our Approach

Corporate Programs

Our workshops and speaking engagements simplify key financial topics, helping employees build knowledge and make more informed financial decisions.

Learn About Workshops

About Us

We focus on building lasting relationships through personalized guidance, helping simplify financial decisions with clear, practical strategies.

Who We Are

Financial Guidance Designed for Women’s Lives and Goals

Testimonial Slider

Client Experiences

“Working with Sarah was an absolute pleasure and effortless. Her knowledge of life insurance policies is second to none. She knew exactly what was best for my family and I along with giving multiple options that would be the best fit for us.”

- Greg B.

Greg Beatty is a current client. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202610-7445481.

Every woman’s financial journey is unique, with its own set of challenges and opportunities. We go beyond the numbers to understand the life stories, aspirations, and values that drive you.

Additional Resources

Looking for additional support around money mindset, financial workshops or online courses?—Check out PowHERhouse Money Coaching!

PowHERhouse Money

At PowHERhouse Money Coaching, we empower driven women and entrepreneurs to think bigger, lead boldly, and build businesses that generate lasting wealth.

By combining financial strategy with deep mindset work, we help you break through income plateaus, create predictable revenue, and step fully into your role as a confident, high-performing CEO.

Nicholle Overkamp is an owner of PowHERhouse Money Coaching. PowHERhouse Money Coaching is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 

Learn More
The PowHERhouse Podcast is for women who are done playing small.

The PowHERhouse Podcast is for women who are done playing small.

This is where you learn to trust yourself deeply, go after what feels impossible, and build a business that actually reflects your potential.

Nicholle Overkamp shares the real, unfiltered journey of entrepreneurship—giving you the strategies, mindset shifts, and hard truths you need to grow faster, earn more, and lead like the powerhouse you are.

Listen Here

Recommended Reading

 

More questions?

Call our office and our team will help answer anything outstanding and offer clarity where possible! 

Phone: +1(716)906-3175