Financial Wellness Center
Everything you need to make informed and effective financial decisions.
Financial Literacy Program
At Wellby Financial, we’re passionate about helping people prosper. We know that financial literacy - the ability to save, budget, spend wisely, and invest – is foundational to financial prosperity.
Our Financial Literacy Program equips our community with critical information that empowers people to make informed and effective financial decisions. From building financial capability to preparing for retirement, we’re here to help guide our members through their unique journey.
Expand Your Financial Knowledge
Learn how to start, build, and expand your financial journey with a stronger understanding and more knowledge by having the right tools to make informed decisions.
You'll learn how to...
- Grow, Build, and Thrive through your financial journey
- Learn about investing, markets, diversification, and risks.
- Better understand the benefits and costs of buying and owning a home.
- How to make your small business thrive.
- Build financial resilience and capability.
- And so much more!
Explore topics that center on building from your current financial footing. Learn how to build a family budget, understand and improve your credit scores, and manage debt responsibly.
These courses will help you thrive and teach you how to understand your investments and risks, plan for retirement, social security, and living a FIRE lifestyle with financial independence to retire early.
Owning a Home
The goal of homeownership is within reach. These courses will help you understand mortgages, what to consider when buying a new home, when to refinance, and much more.
Investing in Your Future
Investing in your future means you need to plan so you can feel confident on your path forward. Learn about how to pay for college, build emergency savings, and sustainable investing.