Financial Wellness

Financial wellness is a critically important factor in the overall health and well-being of individuals. The Foundation for Financial Wellness is an educational nonprofit that provides financial wellness courses and counseling, empowering individuals to achieve their financial goals. Why? Because financial health permeates every aspect of your life. Whether you are just starting out and learning how to manage expenses while saving or if you are facing financial crisis– financial wellness is for you. Whether you’re an employer or you’re dealing with financial pressures at home–financial wellness is for you.

No matter what age or stage of life you’re in, participating in a Foundation for Financial Wellness program will help you know the facts and gain real-world techniques to foster behavior change that improves financial wellness. After completing a Foundation for Financial Wellness course, participants walk out with a sense of relief, empowering confidence and a personalized action plan.

Non-Profit 501(c)(3)

We are a 501(c)(3) that works with individuals and organizations, delivering courses and counseling to help increase financial health and well being. We’ve been improving the overall well-being of people since 2012.

Our nationwide footprint allows us to reach thousands of Americans and their families each year, either directly or through their employer, bank, or church. Our content is taught both live in-classroom and virtually on our online platform. Each participant of our program is eligible to a one on one financial counseling session.

5 Essentials for Financial Wellness

The Ultimate Program in Getting Your Financial House in Order.

Our flagship 5-course program delivered in-person or online, includes counseling.

Available for Individuals & Families, Employers, Associations, Banks, Churches, & Community Partners

Lunch & Learns

The Case for Financial Wellness– for Employers and the Advisors who work with Employers

Living Financially Well– for Individuals and Employees

Library of 24 Select Courses

Custom Build a Full Financial Wellness Offering for Every Age & Stage of Life.

Choose from our growing 24-course curriculum, delivered in-person. Includes counseling.

Available for Individuals & Families, Employers, Association, Banks, Churches & Community Partners

Certifications