What Is MoneyWellth?

MoneyWellth is a holistic financial education platform based on behavior change research. Participants ready to tackle their finances or looking for financial guidance because of a significant life change can navigate their life changes and finances with ease.

One Platform – Life-Changing Results


Your Employees Need Financial Support

The vast majority of Americans need some support with their finances and are interested in engaging in a financial education solution. We surveyed over 25,000 working adults between the age of 18-65 and found that:
No Cash Cushion

No Cash Cushion

of people surveyed couldn't cover an unexpected $500 expense

Delaying Medical Care

Delaying Medical Care

of people surveyed were delaying medical care or dental care due to cost

No Retirement Account

No Retirement Account

of people surveyed were not contributing to any retirement account

Numerous resources - 1 goal - financial freedom

Engage with what motivates you and work through your personalized dashboard to achieve financial freedom

STEP-BY-STEP PLAN

Build a foundation by managing your spending, building a cash cushion, and becoming debt-free. Then work through steps to grow your portfolio.

TRACKERS

Track your progress as your work to become debt-free and grow your portfolio

Content Library

Expand your knowledge and confidence in your financial decisions by engaging in articles, videos, and infographics

COURSES

Learn through the in-depth course material on a wide variety of topics and customized benefit explanation courses for your organization

Q&A

Get your questions answered by an expert by connecting 1-1 with a MoneyWellth team member

Guidance through all of life's significant events

When life events happen, money becomes top of mind Providing employees resources to help them navigate life's events allows them to worry less about their finances and spend more time focused on what matters to them.

Starting a family

Guidance through saving for additional expenses, starting a college fund, managing child care, and other resources

Sending a child to college

Paying for college, adjusting household expenses, emotional and mental support, and university resources

Buying a home

Saving for a house, managing the buying process, connecting with the right agent and broker, insurance needs, preparing for repairs, and more

Adult parents moving in

Adjusting expenses, communication plan, and setting boundaries, healthcare support, and more

OUR MISSION - Empower financial freedom by expanding access to financial education and resources so that every individual can live a life free of financial worry.

MoneyWellth Blog

It’s Official; We Are in a Bear Market

The Standard and Poor's, or S&P 500, stocks officially went into bear market territory this week, which is now front-page news. The S&P has just over 500 stocks and, as a stock index, is more representative of the market overall than the Nasdaq or the Dow. The definition of a bear market is when a stock Index drops 20% below recent highs. The S&P peaked on January 3, 2022. On Monday of the week of June 13, the market closed down 21.8% from its peak. That means we are about 5 ½ months into an official bear market.

Get in Touch

Want to learn more information?

Find us at the office

16 Main Street, Suite 201, East Greenwich, RI 02818

Contact Us

Contact@moneywellth.com | (401) 210-1538

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