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MONITOR WITH HELP-ME-ORGANIZE

Your personal finance dashboard with strong security.

Aggregate & track all your financial accounts & goals from a single dashboard with some handy organizational features integrated. Contact us to request access & for any support.

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HELP-ME-PLAN ADD-ON

Intentionally journey, adventure, & win with money.

Evaluate, create, & monitor your progress roadmap with DIY access to financial planning calculators & software favored by many professional planners. Request access here.

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Get a sounding board for a big idea, answers or direction when stuck, or help navigating crisis or change. All Welfie+ network independent financial advocates have packages that start from $0.

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