My Wealth & Wellness is a financial resource app created to support our mission to improve your quality of life through financial wellness education. Members will be provided direct access to financial education resources and a directory of financial professionals. Through utilizing information inputted in the intake form, My Wealth & Wellness pairs its members with the most suitable financial support to remove roadblocks that prevent you from reaching financial sustainability.
Gain access to financial education materials. From budgeting to investing we have resources for you
Learning is half the battle. Use our instant messaging feature to talk to a financial professional real time.
Use our directory to find the right financial professional for you. Complete our intake form to get matched