A Purpose Driven Approach to Financial Freedom

No One Left Behind

At Unlocking Financial Wellbeing, my mission is clear: no one should feel stuck, overwhelmed, or left behind when it comes to their financial future.

If you’re ready to make a real change in your financial life, I have a program and a plan designed to meet you where you are—and guide you to where you want to be.

GET STARTED

Are you ready to take control of your financial future?

Are you determined to break free from the paycheck to paycheck cycle?
Tired of feeling overwhelmed and stuck in the debt maintenance grind?
Ready to transform you relationship with money and create a life of balance, abundance and fulfillment?

Ways to Work Together

Entrepreneurs Earning $100k+ annually:

Get My Free Household Budgeting Email Course!

It gives you everything you need to start building a stable financial foundation.

(Even if you’ve already tried budgeting and given up.)

Daniel Tomlinson

Before working with Traci, I felt completely buried under credit card and cash advance debt. I was stuck in a cycle of stress, making minimum payments but never seeing progress. I knew I needed help, but I didn’t realize just how much of a difference having an expert guide and accountability would make.

In just four months, I’ve uncovered over $1,000 in cash flow in my budget—money I didn’t even realize I had. More importantly, I’ve paid off $3,800 in debt! But beyond the numbers, what’s truly changed is how I think about my finances. With Traci’s coaching, I’ve shifted my focus from just ‘getting by’ to aligning my money with my core values and big-picture goals.

Having someone to check in with, keep me accountable, and remind me why I’m doing this has been a game-changer. For the first time in a long time, I feel in control of my money instead of it controlling me. If you’re feeling stuck like I was, this process will change everything!

NICE TO MEET YOU

I'm Traci - Your Financial Coach

I believe you can change your money story and find financial peace of mind.

I have over two decades of experience in the investment business and have a passion for helping people achieve their financial goals. Unlocking Financial Wellbeing is a financial literacy and financial wellness platform that helps you truly examine, analyze, and change your experience with money for the better.

Watch My Story

How to work with me...

Jump into our Self-Paced Unlocking Financial Tips & Tools Workshop

Only $97!

Transform your money mindset, conquer debt, and finally feel in control of your finances with our self-paced workshop. No membership required—start your journey to financial wellbeing today!

Learn More!

Or Maybe You Prefer More Accountability and Direct 1:1 Financial Wellness Consulting:

You Can Benefit from Financial Consulting If You Want...

Tailored Guidance: Get personalized advice that's specifically designed for your unique financial situation and goals.

Real-Time Accountability: Stay on track with consistent support and feedback that helps you overcome obstacles and stay motivated.

Action-Oriented Approach: Move beyond learning and start taking decisive steps towards financial freedom with a coach who's with you every step of the way.

Fast-Track Your Success: Direct Coaching helps you cut through the noise and make progress faster, bringing you closer to the life you envision.

Learn About 1:1 Consulting

Let's Get You to Your Dream Life

If just the thought of checking your bank balance makes you nervous and all the money talk seems like a big puzzle, you're definitely not alone.

You just need to be open to trying something new and sticking with it.

If you're here, I bet you're ready for that change.