Be Well & Co. Financial Consulting

Be Well & Co. Financial Consulting is a social enterprise based in Orlando, Florida, providing personalized financial coaching and tax services to a diverse clientele including expats, military members, and small business owners.

We understand that financial wellness is deeply intertwined with overall well-being, and our mission is to empower individuals worldwide to build aligned, intentional financial lives through holistic financial planning and accessible support.

What sets Be Well & Co. apart is our commitment to providing compassionate guidance and strategic insight, coupled with our investment in a dedicated access fund that offers free financial coaching to those navigating significant life transitions.

As certified National Financial Educators Council (NFEC) Consultants & Educators, we focus on behavior change and building sustainable financial systems, rather than selling products. We help you reduce financial stress so you can thrive in every area of life.