The Free 5 Essentials Program concluded on June 30th. It was a great success and we thank everyone for their participation and support!


We will continue to bring you

No-Cost, Low-Cost, and Deep Discounts

during these uncertain times. Please help us better understand your needs so that we may provide solutions of most importance to you.


Watch a quick video below and learn about the importance of Financial Wellness and how we can help you, your family and your organization.


If you would like to receive information about no-cost, low-cost and deep discounts, or share your interests with us, please complete the form and click the green button below.

What You’ll Learn Through

the 5 Essentials for Financial Wellness



Build a Solid Foundation


Thought Barriers to Financial Freedom: What to Say When Talking to Yourself


Essential 1: Time to Take Control with a Budget, Savings and Debt Reduction

Grow and Protect your Savings


Essential 2: Protect and Grow, Investing for Today and for Retirement

Essential 3: Risk and Retirement Protection

Prepare for and Enjoy Retirement


Essential 4: Who Invited Uncle Sam to Your Retirement Party?

Essential 5: Architect your Life and Legacy

Financial Wellness Counseling


Counseling is included with your program. Financial Wellness coaching will be available later this year!



About Us


The Foundation for Financial Wellness is an educational nonprofit that provides financial wellness classes and counseling, empowering individuals to achieve their financial goals. We have been improving the overall well-being of individuals and their families since 2012.


To learn more about us at our website click here

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"More peace of mind, more optimistic about the future"

“Before taking these classes and attending a counseling session, I thought I would have to keep working until I dropped! I have more peace of mind now and feel more optimistic about the future.”


Student feedback about the 5 Essentials for Financial Wellness