Working hard, spending smarter, saving and investing for your future!
We all have a dream of working hard, living with certain financial stability and reaching our non working years safely and worry free, but many of us are not savvy in money matters or have access to the tools and strategies that will help make this dream come true.
of all families
63% of minority families
Do not have sufficient liquid financial assets to sustain their households at the poverty level for three months if they lose their income.
of all senior citizens
Are at risk of outliving their resources. A large percentage of the elderly population lives on the precipice of economic insecurity.
of all U.S. households
Lack sufficient financial assets to make investments in opportunities that increase financial mobility, such as buying a home, creating a business, or investing in their children’s education.
At myWealthBeing we strive to offer education, tools, strategies and consultations to help create wealth, and prosperity for individuals and families in our communities.
Keywords: Economic Opportunity, Financial Security, Latino and other Minorities, Seniors, People with Disabilities, Families, Advocacy, Education, Consultation, Homeownership, College Savings, Retirement.
By guiding participants through a standardized process we will help them create a sustainable financial ecosystem. Every participant will complete each of the stages in the process before moving to the next one to building a strong financial foundation so they have a better chance at succeeding in their path to wealth.