Welcome!  Thank you for your interest in taking the incredible journey of improving your Financial Wellness.  Whether you are an individual who is seeking a new and improved financial “you” from the comfort of your home, or a corporation looking to improve your employees’ performance by implementing a “Financial Wellness” program, you have landed in the right place.

Jodee’s book, worksheets, and presentations guide you through the steps necessary to organize your financial documents, build a budget, create a step-by-step plan to pay off credit cards or student loan debt, and tips on how to trim expenses and learn mindful, yet savvy spending habits to manage your hard-earned money.

The overall goal is to help each individual embark on a financial path that will reshape their attitude about money, restructure their spending habits, and redirect their financial compass to a direction that will help pave a solid road to a secure financial future.

Financial Wellness is a state of mind, let’s get started!