Year in Review: Be Well & Co. Highlights & What’s Next

As we close out the year, we want to take a moment to reflect on 2025—the clients we served, the milestones we hit, and the impact we made together.

Highlights of the Year

• Expanded our expat services to include fingerprinting, apostilles, and concierge residency support in Costa Rica.

• Launched Be Well & Co. Financial Consulting, bringing mindful financial wellness to individuals and businesses worldwide.

• Introduced our “Investments That Give Back™” program, offering pro bono support to underserved communities.

Looking Ahead

2026 is full of promise. We’re expanding our tax advisory services, launching new group programs, and continuing to integrate financial wellness with holistic living.

Gratitude

We couldn’t do any of this without you—our community. Thank you for trusting us with your financial and wellness journeys.

Stay tuned for exciting announcements in January, and if you haven’t already, subscribe to our newsletter for updates and resources.

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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.