Traci Shanklin

With over two decades of experience in the hedge fund industry and serving pension funds, I've witnessed the pressing need for enhanced financial education and retirement planning. Recognizing the under-preparedness of many pension fund participants, I transitioned my focus in 2022. I created Unlocking Financial Wellbeing, a platform dedicated to providing ongoing education and resources aimed at empowering individuals to optimize their financial circumstances and cultivate a transformative relationship with money.

My journey took a pivotal turn in 2012 when my Haitian-born daughter and I faced a tough transition. This period led me to explore neuroplasticity—the brain's ability to rewire itself. I quickly saw parallels between this concept and financial behaviors. With a background in finance, I recognized an opportunity to blend this knowledge with my newfound insights. I'm now dedicated to helping others reshape their financial perspectives, believing firmly that redefining our money narratives can lead to enhanced mental resilience and overall well-being. This mission fuels my passion for making a positive, lasting difference in people's lives.

Choosing to work with me means embarking on a transformative journey where financial literacy isn't just about numbers, but a gateway to mental freedom and well-being. With a unique blend of finance expertise and insights into neuroplasticity, I guide individuals through reshaping their financial narratives, unlocking a life unburdened by monetary stress. My approach, refined through personal experiences and professional acumen, offers not just strategies but a compassionate understanding of the psychological facets of money. Together, we'll build a foundation for not only financial security but profound mental resilience, ensuring a future where financial freedom and peace of mind coexist.