Financial Wellbeing Is Not Just About Money. It’s About Peace of Mind.

Full article by Nicole Carline

One of the most empowering decisions I’ve made in my life was not the decision to leave corporate and build a coaching and advisory practice.

It was the decision to truly understand my finances before I made that leap.

I didn’t move forward on a whim. I asked the hard questions. What if this takes longer than expected? What does our savings really allow? What level of risk feels aligned with my values, my family, and my long-term wellbeing?

That clarity didn’t come from guesswork. It came from thoughtful planning and partnership with people I trusted deeply, including my financial advisor. Having visibility gave me confidence, it gave me options, and it gave me peace of mind.

On February 26, we’re hosting a free, community financial wellbeing event in partnership with Merrill Lynch. Whether you’re navigating change right now or simply want to be more prepared for the future, this is an opportunity to gain clarity and confidence around your financial life.