Shared Wealth Network

Our Financial Health's Shared Wealth Network offers a range of services designed specifically to improve your financial well-being. As a member, you gain access to a wealth of resources and opportunities that will set you on the path to financial success. Let's highlight some of these services:

1. Member Networking Groups: Connect with like-minded individuals within Our Financial Health's exclusive networking groups, fostering valuable relationships and opportunities for collaboration and support.

2. Dedicated Account Manager: Benefit from personalized assistance and guidance with a dedicated account manager who will help you navigate your financial journey and address your individual needs and concerns.

3. Proprietary Investment Opportunities: Explore unique investment options available exclusively through Our Financial Health, potentially offering enhanced returns and diversification strategies tailored to your financial goals.

4. Personalized Financial Planning: Kickstart your financial journey with an initial detailed financial plan tailored to your unique goals and circumstances. Together, we'll set long-term financial goals, such as saving for retirement, purchasing a home, or funding your children's education, and track your progress over time.

5. Budgeting and Paycheck Calculator: Take control of your finances with our intuitive Budgeting Tool and Paycheck Calculator. Easily create and manage budgets, track your expenses, and identify areas for improvement, all while staying on track to reach your financial goals.

6. Investment Tracking: Keep tabs on your investments, including stocks, bonds, mutual funds, and real estate, with our Investment Tracking feature. Monitor portfolio performance, track asset allocations, and set investment goals to grow your wealth effectively.

7. Financial Education Hub: Expand your financial knowledge with our extensive library of educational resources, articles, videos, and tutorials. Learn about budgeting, investing, debt management, estate planning, and more, empowering you to make informed financial decisions for your family's future.

8. Net Worth Calculator: Gain insights into your overall financial health with our Net Worth Calculator. Input your assets and liabilities to calculate your net worth over time, helping you track progress and build wealth for your family's future.

9. Retirement Planning Tools: Plan for a secure retirement with our Retirement Planning Tools. Utilize calculators and projections to determine how much you need to save and develop a strategy to achieve your retirement goals while providing for your children's future.

10. Estate Planning Assistance: Ensure your family's financial legacy with our Estate Planning Assistance. Receive guidance and tools for creating and managing wills, trusts, and beneficiaries, facilitating the orderly transfer of assets to future generations.

11. Credit Score Monitoring: Stay on top of your credit health with our Credit Score Monitoring feature. Receive alerts for changes to your credit score, along with personalized tips for improving your creditworthiness and accessing favorable lending terms for your family's financial needs.

12. Family Financial Management: Collaborate with your family on financial goals, budgets, and investments with our multi-user access feature. Maintain individual privacy and security while working together to achieve financial success for your entire family.

13. Document Storage and Organization: Keep your financial documents organized and secure with our Document Storage feature. Store tax returns, insurance policies, investment statements, legal documents, and more, ensuring easy access when needed for your family's financial planning.

14. Financial Advisor Integration: Connect with financial advisors or planners seamlessly through our integrated platform. Access personalized advice, guidance, and assistance in achieving your family's financial goals, all within the convenience of Our Financial Health.

Among the solutions this mutual support enables are:

Get your business questions addressed by a whole network of people who, like you, are on the path to financial independence and entrepreneurial fulfillment

Facilitated group investments in all manner of assets and businesses

Business owner/manager networking and solutions working groups

Investor-Entrepreneur networking and deal facilitation