Welcome to Your Financial Wellness Journey
Wellness First Financial is a subscription-based financial services firm that blends money management with overall life wellness. We provide insurance, investing, and budgeting guidance alongside monthly community events — helping people of all ages reduce stress, improve health, and grow wealth they can enjoy and pass on.
connect through events.
Our events are designed to bring people together—whether it’s an in-person mixer, an educational webinar, a casual happy hour, or a hands-on learning session. From young professionals building their first budgets to retirees planning the next chapter, these gatherings create space to learn, share, and grow alongside a supportive community.
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Dream it.
1.15 7:00-8:00PM
It all begins a goal. Join us as we discuss the importance of goal setting and cash flow planning to get your 2026 started the right way.
First 20 registrations receive a free copy of “Blue Ocean Strategies”
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Build it.
TBD
Building wealth starts with the proper mindset. Get your mind right as we dive into the “Psychology of Money”.
First 20 registration receive a free copy of “Psychology of Money” by Morgan Housel.
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Grow it.
TBD
Are you a financial services professional looking to grow? Let us help you find your Mojo Momentum.
First 20 registrations receive a free copy of the “Mojo Momentum”.
Ready for something different?
Our community at Wellness First Financial is built on real conversations, practical tools, and a network that gets it. You’ll gain access to expert advice, exclusive events, and resources designed to make money feel manageable (and even exciting). Think clear guides, interactive tools, and a supportive space that helps you stress less, live more, and hit your goals with confidence.