Michelle Wagner, CFP®
Bringing Wellness and Fulfillment to your Money
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Serving Clients Nationwide
Bringing Wellness and Fulfillment to your Money
Areas of Focus
- Financial Life Planning
- Having a Baby
- Investing
- Investment Management
- Money Psychology
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving for College
- Women & Wealth
About Michelle Wagner, CFP®
Michelle Wagner is a fiduciary and CERTIFIED FINANCIAL PLANNER® professional (read: highly experienced and does the right thing for her clients, period.) She started her career at notable wealth management firms in the DC area helping high-net-worth families. While the work she did was impactful, she didn't enjoy turning away those who didn't have millions to invest.Michelle then worked at innovative financial planning startups that sought to serve people often overlooked by the industry. She found deep fulfillment in helping those clients, but with larger client bases, it felt nearly impossible to offer each family the proactive care and authentic conversations they truly deserve.
Michelle thrives on genuine connection, not scripts or templates. She believes financial planning should be personal, not transactional. That conviction led her to pursue a more intentional path where the advisor-client relationship is the centerpiece. By working with a limited number of hand-selected households, Michelle can provide the depth, clarity, and ongoing attention that transforms financial planning from a service into a true partnership.
Michelle grew up in North Carolina and moved around (VA, NV, CA) with her husband, Bill, who is a fighter pilot in the Navy. They love being outdoors and exploring with their daughter and high energy dog. Michelle loves spending time with family, traveling, scuba diving, skiing, attending concerts, checking out local coffee shops, and volunteering in the community.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- Financial Planning Association
Primary Location
Cary, NC
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- Subscription
What to expect in the first meeting
This time is all about you, your goals, and what you're looking to accomplish. Then we'll discuss whether Wellful Money would be a good fit for you and how we can help with your specific situation. This is a complementary, judgement-free conversation!Offers Investment Management
Yes
About Wellful Money
At Wellful Money, we bring wellness and fulfillment to your money through objective financial planning, specializing in empowering women.You deserve to have your money as a source of security, clarity, and inspiration. We do this by giving you high-quality financial planning advice (from a fiduciary CFP® professional who doesn't have any products to sell) plus space for you to be heard, understood, and educated along the way.
While we're all about tackling financial blind-spots and optimizing the numbers (even small changes now can make a huge difference over time), our approach is about aligning your money with your values and what gives you fulfillment.
You get the best of both worlds - analytical and empathetic. It's financial planning, but better.
The industry is broken
The wealth management and financial planning industry is failing too many people and needs to be shaken up in a major way.
Many big companies provide limitations for their advisors. These advisors may only have access to certain products, cookie-cutter plans, or receive kickbacks/commissions - which create conflicts of interest.
To receive high-quality financial planning advice and a personalized relationship, most firms require managing over $1M of investments and charge around 1% (At least $10,000 each year that continues to get more expensive as you accumulate more? No thanks.)
You deserve better
You deserve an expert trusted partner in your corner, who will be honest with you, take things off your plate, and help you implement realistic strategies. You should have someone there when you need them the most- through the good, bad, and ugly.
You're better than a "good enough" financial situation. It's time to feel empowered around your finances and know exactly how each dollar is supporting your dreams.
Regardless of where you are in your financial journey, Wellful Money is here to walk alongside you.
Education
University of North Carolina Wilmington, Bachelor of Science (B.S.), Business Administration and Management, General
Hobbies and Interests
- Animals
- Beach
- Camping
- Crafts
- Eating Out
- Entertaining
- Exercising
- Family
- Hiking
- Music
- Reading
- Skiing
- Traveling
- Volunteering
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Business Owners
- Christians
- Content Creators
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Individuals
- LGBTQ
- Military
- Newly Engaged / Newlywed
- Parents
- Physicians
- Real Estate Agents
- Sales Professionals
- Single Women
- Technology Professionals
- Therapists
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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