FINANCIAL WELLNESS
Go There
Together, we’ll help you define your goals clearly, get real about your finances without shame, and create a plan built on your values, dreams, and real life.
Your Goals, Your Money, Your Way
Personal Financial Wellness Education
Let’s talk about money honestly. No shame. No fluff. No pretending. Just real talk about what’s working, what’s not, and what’s possible.
Money conversations usually start with limits—what you shouldn't spend, what you have to give up, and where you're going wrong. But we're flipping that script. It’s not what you can’t spend, but what you can achieve. It’s not tightening the belt, but steering the wheel.
It IS about using money as fuel — not to restrict, but to direct your life exactly where you want it to go. Whether you're just starting out, bravely starting over, or leveling up to your next big goal, every step forward counts.
Let's Connect
If building a budget based on your goals and values speaks to you, then we would love to help. Start by reaching out to Peyton Craft, our Financial Wellness Director, at pcraft@forteracu.com. She will work with you to schedule an appointment (virtual or in person, the choice is yours).
Empower Your Team with Financial Wellness
At Fortera, we believe financially healthy employees build stronger businesses. That’s why we offer complimentary financial wellness resources your team can count on. From personalized budgeting tools and credit education to one-on-one financial coaching, our services are designed to reduce financial stress and boost productivity—at no cost to you or your employees.
Why work with us?
Read about our mindset when it comes to budgeting for real life.
We Get Real
Life can be complicated and full of surprises. Instead of hiding from that reality, we embrace it. It’s time to break up with financial perfection and address the real barriers. Give yourself permission to start where you are. You don’t have to have it all figured out – you just have to get real enough to begin.
We Don't See Budgeting As A Punishment
Your budget shouldn't feel like punishment. It should feel like freedom. It’s not about cutting back on everything you love—it's about prioritizing what's important. Whether that's buying your first home, finally taking that dream trip, or simply feeling secure enough to breathe easy, we help you build your budget around your dreams.
We Help You Get There
Goals don't happen by chance. They happen by choice. Every action you take is progress toward your "there," whatever that means for you. Use our practical tools and ongoing support to make sure your financial journey clear, manageable, and aligned with your purpose.
We Celebrate Wallet Wins
Small steps deserve celebration. Every step toward your goal is a Wallet Win—and every win fuels your momentum. Our Wallet Wins Hub is a community where you can share your victories, learn from others, and build motivation with real-life inspiration.