Investments That Give Back™: Mid-Year Impact Report

At Be Well & Co., we believe business should be a force for good. Through our Investments That Give Back™ program, every client engagement helps fund pro bono or sliding-scale services for underserved communities. Here’s our mid-year impact report:

Highlights So Far

• Provided free financial literacy workshops for nonprofit staff

• Supported expat women entrepreneurs with discounted coaching

• Contributed tax prep assistance to low-income families abroad

Why It Matters

Money is more than numbers—it’s a way to create positive change in the world.

Looking Ahead

We plan to expand pro bono services in the second half of the year and collaborate with more partners to multiply impact.

When you work with Be Well & Co., you’re not just investing in your finances—you’re investing in a better world. Thank you for being part of our mission.

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This reminder is provided for educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional about your specific situation.

Written by Courtney A. Mallow, IRS-Registered Tax Preparer, Certified Fraud Examiner (CFE), Certified Personal Financial Wellness Consultant℠, and Founder of Be Well & Co. Financial Consulting. Courtney helps self-employed individuals, people living abroad, and global professionals align their money with their values.