Wilcox Financial was established to create a community of women inspired to learn and take ownership of their financial freedom. We are here to provide a space for love, inclusion and support for our clients. Our firm values providing a safe place where women can obtain unbiased information and education about finances, without judgment. As a team we understand that financial planning is critical to building wealth and financial success. We are leading the change in shifting the look and feel of financial planning from intimidating, overwhelming, and impersonal to something that you get excited about!We want to empower women to feel confident about their money choices and to learn how to make money decisions that allow them to live their best life. We provide financial planning in a way that is fun, simple and easy to understand. Our team takes the time to get to know each client and build plans that are unique to their goals. We want women to be excited to have conversations with us about their dreams and be completely engaged knowing they are owning the future they want and are in control of it!Our vision is to help every woman discover their value and the power they already have inside of them to build their ideal lifestyle and achieve their goals.We strive to maintain the highest standards of client satisfaction. We are committed to results, high level service and accountability. Our goal is to consistently make a positive impact on your future success. We believe in clear communication, transparency, integrity, and immense trust.
Nicholle and Sarah pride themselves on being different than your typical financial planners. They build strong, long-lasting relationships with clients and are committed to an incredible level of customer service. The culture of their firm is a blend of laid-back comfort and sophistication.
Conversations with Nicholle and Sarah will feel as easy as meeting with an old friend. You will come away with valuable advice, direction and action steps on how to make a big impact on your financial success.
We allow you to gain clarity and results to build your wealth in a practical way, that works for you!
Weather your just getting started, planning for retirement or looking to leave a lasting legacy we will work together as your partner in figuring out solutions that are in your best interest and meet the goals important to you.
You've worked too hard for your money to not have a plan for it.
Let us be a Keynote Speaker, Panelist, or Present to your organization with a custom tailored presentation your audience will LOVE!