Leverage Our Knowledge to Build your

Financial Future

Classes for the Employees.  Simplicity for Employers.  Knowledge for the Individual.

Unquestionably, learning about finances is an important, yet surprisingly difficult, undertaking.  What you choose to do with your finances and how you use financial tools ultimately affects yourself, your family and your future. 

How are Decisions Made?

Most people make their financial decisions through their employer sponsored benefit plans during enrollment; these decisions are forgotten until the next enrollment period.  Unfortunately though, those decisions need to be based on the financial situation at home and are often made without consultation of family members or knowledge of the impact on personal finances.

But where does the average person make the right decision?

  With the massive amount of information circulating, it's hard to decipher what's applicable and what isn't.

Our belief is that processes solve problems.  With that in mind, we break down benefit packages and financial tools within the context of building your "Financial Future Planning Model".  The idea is: building a financially secure future is a process and not a destination.  The benefit of our model is that it enables the employee to understand where they're at in their finances and what they need to utilize or leverage to reach their personal goals.

How do we Accomplish This?

Our Services: The Blueprint for Success

We offer an array of educational services ranging from online videos and materials to individual and group coaching to financial wellness sessions.

Our member's platform seamlessly consolidates relevant news and information into one easily accessible spot.

Listen to up-to-date commentary from our team of instructors, advisors and other market professionals.  Financial rules, the tax code and regulations are ever-changing, we keep things up-to-date and easy to understand.

Audiovisual Conference

For Employers 

Employer Sponsored Project 24

This service is a favorite among many of our clients, as it is often times, one of the keys to a happier, healthier work-life balance. Our job is to help give your employees the tools and techniques to achieve a balanced and fulfilling lifestyle. After several sessions, your employees will become well-versed at handling the decisions regarding their benefits and every-day financial issues whenever and wherever they arise.

This entire course is 24, live, online classes - each ranging between 30-45 minutes in length.  Your specific benefit package is inserted into our Copy-written Process; giving your employees the best possible unbiased benefits education in the market today.

For Individuals

Project 24

The world of finances can be confusing and it seems nearly every source providing 'education' has an underlying agenda.  

At the Center for Financial Wellbeing, you will find unbiased, education based information; tailor made for the individual to learn in a live class setting or at your liesure. 

We strive to provide the most relevant, straightforward information to impact your goals and help you live an empowered life.

This course covers 24 separate topics over a 12 month span.  All live courses are recorded for later use and our professionals are here to help answer any of your questions.