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Investments That Give Back™

Financial Clarity With a Greater Purpose

At Be Well & Co. Financial Consulting, we believe financial wellness should be accessible to everyone.

Investments That Give Back™ is our commitment to equity, access, and social impact. Every time you invest in a service — whether it’s tax prep, coaching, or a group program — you’re also funding free or low-cost support for someone else.

Your growth doesn’t just move you forward — it creates space for others to rise, too.

Who it Supports

Through this initiative, we’ve offered services to individuals navigating:

Recent layoffs and furloughs
Life transitions (e.g. divorce, caregiving, grief)
Disability and chronic illness
Early-career humanitarian or nonprofit roles
Retirement on limited income
Barriers to traditional financial services

We proudly offer free financial coaching to underserved communities, helping individuals build confidence, reduce stress, and take control of their money — no matter their background or bank balance.

Our goal: remove obstacles to financial clarity — one person at a time.

How it Works

A portion of revenue from each paid service goes directly into our internal access fund, which is used to:

Provide free financial coaching to individuals and communities in need
Offer scholarship-based sessions and program seats
Host no-cost financial literacy workshops
Extend free discovery calls with real, judgment-free guidance

This isn’t charity — it’s community-powered wellness.

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Client-Funded. Community-Focused.

Growing Together

Whether you’re filing taxes, rebuilding after burnout, or starting a new financial chapter — your investment in your financial wellness helps us extend that same clarity to others.

Want to support even more access? You can refer someone in need to apply for support. Contact us at info@bewellfinance.org.

Investments That Give Back™ is a social impact initiative of Be Well & Co. Financial Consulting. While not a nonprofit program, we track the value of subsidized and donated services to support transparency and measurable impact.