Whole Wealth, LLC - Erica Rice
Categories
Financial Wellness Business Support Services Business Coaching
About
Business Description
Whole Wealth exists because money stress and wellness goals shouldn't have to compete with each other.
We work with wellness entrepreneurs and health-conscious professionals who are great at what they do — and who are ready to stop letting financial uncertainty quietly undermine everything else they've built. Through the Well-Wealth Method, we take the same values-driven, whole-person approach to finances that you bring to your clients every day.
That looks different for everyone. Sometimes it's getting clear on cash flow when your income fluctuates month to month. Sometimes it's finally building a retirement plan without an employer to do it for you. Sometimes it's just having someone you can actually talk to about money without feeling judged or overwhelmed.
We offer one-time financial planning packages and ongoing advisory partnerships — both grounded in the belief that when your finances feel aligned, the rest of your life has a little more room to breathe.
Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment adviser. CreativeOne Wealth and Whole Wealth are unaffiliated entities. Licensed insurance professional. Investing involves risk, including possible loss of principal. We do not provide tax or legal advice.
About Erica
I came to this work the way a lot of meaningful things happen — through my own struggle.
Years ago, I was dealing with health issues that conventional medicine couldn't resolve. I turned to alternative care: functional medicine, chiropractic, supplements. None of it was covered by insurance, and the costs added up fast. My husband and I had to have some honest conversations about money in a way we hadn’t before — and working through those conversations together changed everything. The financial clarity we found actually reduced our stress. And that's when I understood, firsthand, how connected health and wealth really are.
I've been a financial professional for over a decade, with a background in accounting and an MBA from UMKC. But what shapes how I work with people isn't a credential — it's that experience of realizing money doesn't have to feel chaotic or heavy.
When I'm not working, you'll find me doing Pilates, baking sourdough, paddleboarding, or chasing adventures with my husband and daughter, Jocelyn.