myWealthBeing

A nonprofit organization

15% complete

$35,000 Goal

myWealthBeing is a non-profit organization committed to promoting financial literacy and empowering individuals and communities to effectively manage their personal finances. With a history dating back to 2005, myWealthBeing was established by a group of financial experts and philanthropists who recognized the pressing need for financial education in society. The organization's purpose is to offer education, tools, strategies, and consultations to help create wealth and prosperity for individuals and families in communities.

myWealthBeing supports individuals and communities in managing their personal finances through a range of programs and services. The organization aims to elevate the consciousness of the value of hard-earned money and assets, providing guidance on wealth creation from simple tasks like budgeting and calculating net worth to more complex endeavors such as buying a house, understanding stock market investments, or starting a business.

One of the key ways myWealthBeing supports individuals is by providing education. The organization offers standardized processes to guide participants in planning, saving, and investing for the future. Through one-on-one consultations and personalized coaching, myWealthBeing takes participants through a series of building blocks to develop sound financial habits. The goal is not only to teach concepts but also to provide practical hands-on experience in applying financial knowledge.

myWealthBeing also recognizes the specific challenges faced by different demographic groups. The organization addresses the needs of seniors, people with disabilities, and families, among others, in their quest for economic opportunity and financial security. For example, myWealthBeing offers guidance on retirement planning, including strategies to help seniors ensure they have sufficient resources for their later years. Additionally, myWealthBeing collaborates with community outreach organizations, low-income support groups, and both private and government entities to extend their services and reach a wider audience.

Through its comprehensive approach, myWealthBeing aims to create an ecosystem that supports individuals throughout their financial journeys. By helping individuals manage their personal finances, myWealthBeing encourages monthly surplus generation, debt reduction, saving for emergencies, investing in education, retirement, and homeownership, and starting businesses. The organization leverages technology to manage programs efficiently and ensures that participants have ongoing access to support and follow-up meetings.

In summary, myWealthBeing is an organization dedicated to promoting financial literacy and supporting individuals and communities in managing their personal finances. By offering education, consultations, and practical guidance, myWealthBeing empowers individuals to create sound financial habits and work towards long-term financial security and prosperity.

Giving Activity

Organization Data

Summary

Organization name

myWealthBeing

Tax id (EIN)

87-4004043

Categories

Humanitarian Aid

Address

607 E GENESEO ST
LAFAYETTE, CO 80026