Retire Smarter. Live Better. Breathe Easier.

Align Your Wealth With Your Well-Being. 

Led by founder Erica Rice, MBA, Whole Wealth’s unique Well-Wealth™ Method helps simplify the complex and creates a clear, tax-efficient path to financial wellness—so you can trade money-driven anxiety for the calm clarity that lets you log off, lean in, and love life.

When Money Feels Unclear, Even Success Can Feel Fragile

Hidden fees, contradictory advice, and spreadsheet paralysis keep your money—and likely your confidence for retirement—in chaos. You might be earning more than ever, yet still lying awake wondering: 

  • Am I saving enough?
  • Should I be investing differently?
  • What if I can't work as long as I planned?  
  • Every financial milestone becomes shadowed by doubt instead of celebrated as progress.

Whole Wealth uses strategies designed to bring transparency and purpose to your money, translating your wellness mindset into financial clarity so you can focus on the wins, not the what-ifs.

Financial Planning That Nourishes, Not Confuses

Introducing the Well Wealth™ Method—our proprietary, wealth wellness framework. We designed this unique approach to help simplify complex retirement planning and deliver the honest, nourishing guidance you need to breathe easy and lean into a life you love. 

Here’s how it works:

Partner with our founder, Erica Rice, MBA, a Series 7 and 66 licensed

advisor, whose own health journey has reshaped how she serves clients. Through conversational coaching and data-driven strategy, she brings:

Mind Body Money Alignment

We translate goals like “less stress” into practical cash flow and investment plans.

Transparent Roadmaps

Every recommendation includes the why behind the what—so you act with calm confidence.

Sustainable Habits

Automation, accountability, and regular “Well‑Wealth check-ins” keep progress effortless.

Design a Life of Wealth & Well-Being

Wherever you are—expanding a career, building a business, enjoying retirement, or preparing for your work-free future—we meet you there with services that evolve alongside you and your vision for the future. 

Retirement Income Planning

Life Insurance

Long-term Care

Estate Planning

Meet Erica Rice, MBA

From a past career in tax and accounting to a life-altering health journey, Erica combines technical expertise with deep empathy. She founded Whole Wealth to guide others through the intersection of money stress and life’s deeper priorities. She empowers health practitioners, business owners, and purpose-driven individuals to take confident financial steps—minus the cold suits and stuffy jargon.

Frequently Asked Questions

  • Do I need substantial assets to start?

    No. Our approach is about building clarity and confidence at any starting point.

  • I have irregular income from my practice. Can you still help me plan?

    Absolutely. We understand the unique cash flow challenges wellness practitioners face—from seasonal fluctuations to building a client base. We'll help you create strategies that work with your variable income, not against it.

  • I care more about wellness than Wall Street—is this a fit?

    Absolutely. Our approach merges financial strategy with the values that drive your health journey.

  • Do you work with clients outside Kansas City?

    Yes—our virtual first model serves clients nationwide through flexible Zoom meetings.

Let’s Align Your Wealth With Your Well-being

Money should fuel confidence, not steal your sleep. If you’re craving alignment, clarity, and a guide who talks like a real human, Whole Wealth is ready to help you start building financial wellness today.

Your First Step Toward Financial Wellness Starts Here

You’ve already taken the hardest step—deciding it’s time for money to serve your wellbeing, not sabotage it.


Completing the form to the right connects you with Erica Rice for judgment-free guidance, clear next moves, and the calm confidence that comes from a plan built around you. Reach out today and start breathing easier about tomorrow.

Contact Us