Financial Wellness for You Email Format

Financial ServicesMinnesota, United States2-10 Employees

Financial Wellness for You is a financial services firm based in Burnsville, Minnesota, that provides one-on-one financial counseling, organizational tools, and money management services to individuals in the Twin Cities Metro Area. The company focuses on helping seniors maintain independence and manage their finances amid the challenges of sustaining their standard of living and the risk of outliving income, by developing personalized programs that raise awareness of overall financial health. Its approach aims to shift some financial-management responsibilities from families to professionals and resources in the community through direct client engagement and collaboration with other experts. The organization positions itself as a provider of guidance and support for successful aging, operating on a small team footprint within the local market.

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