myWealthBeing

myWealthBeing
Categories
Non-Profit Organizations
About
We are a nonprofit organization with a mission to guide participants through standardized processes that help them plan, save, eliminate debt, invest, buy a home, start a business, and retire securely. By leveraging technology, we efficiently manage our participants, programs, and operations. Our approach begins with education, followed by personalized one-on-one coaching and ongoing follow-up meetings to ensure long-term success. Our ultimate goal is to create a self-sustaining ecosystem that provides lifelong strategies for financial security.
Additional Info
Our Circle of Wealth series covers essential financial literacy and wealth-building topics, including building a strong financial foundation, budgeting, and managing debt and credit. Additional topics explore wealth-building strategies such as investing in stocks and ETFs, homeownership, retirement savings, estate planning, and more.
We offer both online and in-person sessions, ranging from one-day presentations to multi-day workshops, all tailored to meet the needs of your audience
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