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Independent financial advocates are committed to providing both needed & desired quality help.

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Which milestones have you achieved as you have complete progress challenges?

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Learn more about & access all your perks included with your Welfie+ subscription.

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Welfie Blog

Discover motivational progress challenges, educational courses, & helpful resources for 8 categories.

YOUR INDEPENDENT FINANCIAL ADVOCATE

Objective support, ideas, validation, & answers when life & money meet

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YOUR WELFIE ACHEIVMENTS

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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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AFFORDABLE QUALITY FINANCIAL ADVOCACY

Make the journey with judgement-free & objective help

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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Debt & Credit

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Retirement & F.I.

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Save & Invest

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Income & Careers

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