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Financial Wellness: Services

Financial Wellness

According to a 2017 study conducted by CareerBuilder, nearly 80% of Americans live paycheck to paycheck, irrespective of income level. 


Further findings from the study revealed that:​

  • more than 1 in 4 workers do not set aside ANY savings each month 

  • nearly 3 in 4 workers say they are in debt and more than half see no hope for their future 


Debt problems, not saving for the future and making ends meet are not exclusive problems for the low-income.

These findings are a disturbing reality and are why we are passionate about leading all those whose paths we cross to financial freedom through our Financial Wellness program. The program is designed to provide you and your family the education, tools and support needed to sustain improved behaviors while making a positive impact on your family tree. 


Becoming Financially Lean

Eliminate the waste in your personal finances to build a better future!

Four modules: 

  1. Finding Your Why

  2. Budget Curation and Debt Snowball 

  3. Creating S.M.A.R.T. Financial Goals

  4. Implementation Plan and Needs Assessment

​Course benefits:

  • Improved financial literacy to ensure you change your family's tree from the start

  • Budget template to help you make a plan for your money

  • Interactive debt tracker so that you can track your progress

  • A step-by-step instructional workbook with tools designed to help you with everything from identifying the root cause of why you mismanage your personal finances to guiding you to create sustainable behavioral changes

  • Encouragement and empowerment e-mails to help motivate you along the way 

  • Participant driven live Q&A calls to provide peer support

This course is for individuals who:

  • Are ready to build a better financial future so they can live life on their own terms

  • Can access a computer to view and complete the accompanying workbook 

  • Have a basic understanding of how to use Excel (or who are willing to learn)



To help keep you on track with your finances each year we created a Yearly Personal Expenses and Checklist!


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