we are ready to guide you

Digital Financial
Gameplan & GPS

We provide a complimentary Financial Needs Analysis to all our clients to help them achieve their financial goals and dreams!

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we provide the digital solution

From the comfort
of your own home

Here at The Financial Wellness Center, Our state of the art services are delivered to your phone or tablet anywhere, anytime!

our services
we connect & coach tomorrows business leaders

Success is not
an accident

Our digital webinars and live events provide a prosperous environment for Learning, Leading, & Networking!

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Schedule a Zoom Call

Schedule a tele-conference call with an advisor
from the comfort of your computer or tablet!
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How we do what we do

We teach people how money works so they can make informed decisions about how to manage their finances

Financial GPS

We provide a complimentary Financial Needs Analysis to give clients a snapshot of their financial situation.

Our Services

Financial Coaching

Our services are designed to help people get properly protected, get out of debt, and become financially independent.

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About Our Team

The leadership team at The Financial Wellness Center is the top tier talent in finance and business coaching!

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What they say about us

testimonials from our clients

Beverly W.

Insurance & Invesment Client
since November, 2005

"I am so happy I decided to invest with you instead of going with my friends and familys recommendations.
Not only have my accounts grown over 10%, but you got me on a budget where I know we are going to be totally OK financially."

Chad S.

Insurance & Investment Client
since December, 2017

"Thanks for all you have done for me in regards to my insurance and investment needs. It was refreshing to see someone not try to just 'sell' me but actually make sure I understood everything."
You Rock!!!

Kathy H.

Auto & Home Insurance Client
since Febuary, 2019

"OMG!
Not only did I save $182 per month on my auto and home insurance, I also saved over $7,000 using your monthly legal protection services!
THANK YOU!"

You?

Insurance & Investment Client
since April, 2020



This Could be You!



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