Michelle Wagner, CFP^®

104 Martinique Pl
Cary, NC 27511-6482

CONNECT WITH Michelle

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Wellful Money Website

Brochures

Wellful Money Overview

General

Michelle Wagner is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at in Cary, NC and the surrounding communities.

Financial Advisor Overview

The focus of Wellful Money is to bring wellness and fulfillment to your money through empowering, objective financial planning. 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. We also take removing conflicts of interest one step further by simply charging a flat fee. Investment management is no additional cost if you would like us to handle that for you. 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.

Financial Advisor Experience

Michelle is a fiduciary and CERTIFIED FINANCIAL PLANNER® professional. 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 families who didn't have millions of dollars 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Broker-Dealer Disclaimer

Advisory Services offered through Core Planning LLC (https://www.corepln.com/), a Registered Investment Advisor. Disclosures: https://www.corepln.com/disclosures.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Investment Management, Estate Planning, Government & Military, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances