myWealthBeing

The mission is to increase access to financial education for individuals and families who may not otherwise receive it, focusing on practical skills such as budgeting, managing debt, building savings, preparing for homeownership, and planning for retirement.

Coaching sessions use a structured three-step approach: first, strengthening foundational financial habits; second, exploring educational strategies tailored to each participant’s goals; and third, providing practical next steps for implementation.

myWealthPortal is a web app that helps users track cash flow, monitor net worth, set financial goals, and receive personalized pro tips for money management, with premium features including purchase power, life insurance estimation, and retirement planning.

We primarily serve low- to moderate-income individuals and families, including Spanish-speaking households in Boulder County and surrounding communities, with a focus on making financial education accessible, culturally relevant, and practical.

Donations can be made through the Donate page, with options ranging from $25 (materials for one workshop participant) to $500 (supports one-on-one financial guidance) and beyond, helping fund workshops, coaching, budgeting tools, and outreach to underserved families.