Financial Wellness

Financial Wellness is the ability to understand, manage, and feel in control of your financial life in a healthy and intentional way. It involves awareness of your income, spending, and habits, along with the ability to plan for both present needs and future goals. Financial wellness is not about how much money you have, but how you manage and align your finances with your values and lifestyle.

The Challenges to Our Financial Wellness

Financial wellness can be impacted by everyday challenges such as rising expenses, unexpected costs, lack of financial education, or inconsistent income. These stressors can lead to feelings of overwhelm, anxiety, or lack of control. Social pressures, habits, and past financial patterns can also make it difficult to create lasting change.

To manage these challenges, it’s important to build awareness around your financial habits and focus on what is within your control. Creating a plan, setting realistic goals, and making consistent, small adjustments can lead to meaningful progress over time. Developing healthy money habits, seeking guidance when needed, and staying committed to your long-term vision can help you build a more stable and supportive financial future.

Ways to Practice Financial Wellness

Tracking your income and expenses to build awareness
Creating and following a budget that aligns with your lifestyle
Setting short-term and long-term financial goals
Saving consistently, even in small amounts
Being intentional with spending and prioritizing what truly adds value
Planning ahead for emergencies and future needs

Webinar

Financial Freedom-The Money Feels

This session helps participants explore the emotional side of money and how it impacts financial decisions. Participants will learn practical strategies to build financial confidence, reduce money-related stress, and develop healthier habits around spending, saving, and budgeting. Gain the tools to feel more in control of your finances and take steps toward true financial freedom.

About our Speaker

Jessica Morris, ATC, MBA

A former collegiate athlete with over 25 years of experience in health and wellness, Jessica loves helping people be the healthiest they can be. She uses a holistic lens, taking a whole-person approach, when working with clients.

She earned a degree in Exercise Science from Northern Kentucky University and holds certifications as a board-certified athletic trainer, personal trainer, and health coach. Seeing a need to provide support for mental well-being, in 2023 she became a Certified Resilience & Thriving Facilitator and Mental Health First Aider.

Since 2023, she has provided over 100 resilience workshops helping individuals and teams become more resilient in the face of adversity and stress. Jessica resides in the Cincinnati Metropolitan Area with her husband and enjoys golf, pickleball, traveling, and being an amateur mixologist. She is the mother of two and gained a stepdaughter in 2020.

Video Resources

Video resources waiting on.

PDF Resources

Money Feels Workbook

Financial Wellness

Financial Wellness To Do List