What is a Financial Wellness Companion?
Your Financial Wellness Companion is more involved than a coach and less emotionally invested than a friend. They work to empower you by contextualizing your finances to balance in with the rest of your life. Imagine if every dollar your spent or saved supported your overall wellbeing in a balanced and intentional manner, allowing you to prioritize with power. The 8 Dimensions of Wellness provide the gameboard as we move ourselves into perfect, unique, and balanced wellness.
we don’t plan finances, we plan lives
Transform your relationship with your money.
Who You Are
You are motivated and goal-oriented.
You’ve tried more tradition savings tactics but found them uninspiring and therefor, unsuccessful.
You are ready to be the boss of your money and your life!
What You Can Expect From Your Financial Consultant
Full engagement
Confidentiality
A personalized financial journey
Accountability
Perpetually safe space
What Your Financial Companion is Not
An accountant
A medical professional
Acting as a financial advisor or fiduciary
When I first met Bailie (Financial Wellness Companion Founder) my finances needed a reboot. I was reading lots of information from dozens of sources on what I should be doing but had no idea where to start or what made sense for my situation. She was able to help me understand where I was at that moment and what I needed to do to set me up for a better financial future step by step. It's been 5 years and I am in a much better financial place than when I first met her and I always look forward to our calls.
Yuri Cataldo, Best Selling Author