View Our Customer Relationship Summary
Women come to us because they want MORE than just a budget or a retirement plan.
They want to transform their relationship with money. They want to get excited about learning it’s power and feel confident about the choices they’re making when it comes to their financial future.
They want to FEEL the IMPACT of a mindset shift to develop lifelong discipline, wealth and focus on being intentional while putting their MONEY WHERE THEIR GOALS ARE.
Our clients become part of a community, something bigger than them. We are all part of a movement towards empowering women to achieve financial freedom and Wealth.
Wealth is more than just money. It’s a feeling. It’s being healthy, happy, and having what you FEEL you need. It’s a state of abundance.
We are on a mission to shift women into a new space of how they think, feel, and use money. How they value themselves, how they create their future and own their life.
WE ARE THE CHANGE WE WANT TO SEE.
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 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 woman will know their value and the power they already have inside of them to build their ideal life. 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.
Whether you're just starting out, in the C-suite or entrepreneur this book is for you! This is a written as a fun guide through story telling to help you get started achieving the security and goals you want and deserve. With Money Bitch, you'll feel like you are listening to your best friend who is also a financial expert. This book has helped thousands of women start asking the right questions so they can gain confidence, clarity and control over their money! And now it can help you!
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!