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Life can be stressful, especially our financial lives. The reality is that no one is coming. No white knight, no silver bullet, no magic pill. This is up to each of us to get right, and our lives and legacies depend upon it.

The FOUNDATION FOR FINANCIAL WELLNESS can help you do it.

Program Features

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.
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Lunch & Learns

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

Living Financially Well– for Individuals and Employees
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Library of 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.
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Programs

Lunch & Learns
5 Essentials for Financial Wellness
Library of Select Courses

Lunch & Learns

Looking for an easy place to start?  

Our Lunch & Learns are simple to schedule and we love delivering them! In fact, we have two versions… 

Living Financially Well 

Living Financially Well is for your people to get a hands-on experience of our curriculum, without the commitment of implementing full programs. Essentially, take us for a test drive. 

The Case for Financial Wellness 

The Case for Financial Wellness is for the leadership team, and oftentimes qualifies as continuing education. Have us deliver this informative presentation so you can better make the decisions around effective financial wellness programs and how to do them well. 

5 Essentials for Financial Wellness

Looking for an easy place to start?

This flagship course was developed with that exact thing in mind.  

Essential 1: Take Back Control – Load Bearing Principles for a Lifetime of Financial Wellness

Purpose: Develop healthy behaviors, and a solid foundation with a budget, savings, debt management and credit.

Key Topics include: Behavioral Finance; Budgets, Savings & Emergency; Cash Reserves; Debt and Credit

 

Essential 2: Protect 1st, Grow 2nd – Develop a Strong Foundation for your Core Investment Philosophy

Purpose: Protecting your hard-earned dollars and designing your savings path for nest-egg growth.

Key Topics include: Types of Risks; Beneficiaries; Investing

 

Essential 3: Get Clear, Make Decisions and Take Action! Time to Build and Execute

Purpose: Assessing retirement needs and wants, planning, preparing, and spending your retirement money while keeping Uncle Sam at bay.

Key Topics include: Laying the Groundwork for Building Wealth; Identifying Key Financial Targets; Identifying and Managing Risk

 

Essential 4: Retirement and Taxes – Keeping Uncle Sam off your Retirement Payroll

Purpose: Making healthy decisions that prevent unnecessary tax impacts and leverage taxes to your advantage during retirement.

Key Topics include: Taxes- Gaining Perspective; Lifetime Tax Stages; Leveraging Taxes to our Advantage

 

Essential 5: Creating Legacy – Being values-driven for your most meaningful impact

Purpose: Preparing for your retirement transition, developing your estate plan, providing for family and legacy, and sharing with others.

Key Topics include: The Transition into Retirement; Developing your Estate Plan; Creating Legacy

For Individuals

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Organizations & Teams

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Library of Select Courses

Ready for a deeper dive into any of the many topics of total financial wellbeing? Or, maybe your people have a common stressor or topic of interest? Customize a full program or use the Select Courses as an a la carte menu...that’s why we have them! 

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©2021 Foundation for Financial Wellness | All Rights Reserved.

17011 Lincoln Avenue, #615 
Parker, Colorado 80134

Phone: 855-672-9051

Help your employees thrive.

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