Founded by a mother–daughter duo, WISE360 Financial Sense is a purpose-driven digital financial wellness company dedicated to empowering individuals in redefining wealth, reimagining success, and reshaping lives for the better—both for themselves and the world around them.

At our core, we believe true wealth is the integration of financial stability, personal purpose, and emotional well-being. Money is a tool, not the destination, and its highest purpose is to help you live a life of meaning, leaving a positive and lasting impact on the world.

Our mission is to empower purpose-driven individuals, especially those in seasons of transition, to master their personal finances with clarity, confidence, and intention. Through our intuitive ePlanners in both Excel and Google Sheets formats, transformative eCourses, and wisdom-filled eBooks, we provide practical, beautifully designed resources to help you reshape your relationship with money, navigate life changes, build lasting financial freedom, and design a life rooted in what truly matters.

While we create many of our own tools, we also thoughtfully recommend external resources that align with our mission. To remain transparent: WISE360 earns a small commission on qualifying purchases made through our affiliate links and Amazon links as part of the Amazon Associates program at no additional cost to you.

And because we believe learning should be engaging (and a little fun), our resident mascot duo — Annie, the Paw-sitive Wealth Coach and Enzo, the Purr-sonal Money Guru — bring wit, wisdom, and warmth to the journey. Together, they remind us that money is here to serve our lives, not rule them, and that building wealth is best done with the sensibility that align with YOU.