Good planning and hard work
lead to prosperity,
but hasty shortcuts lead to poverty.
Proverbs 21:5 NLT
EXOLOM Financial Wellness Outreach is committed to creating and promoting financial literacy programs to help people in every community to achieve financial security and feel good about their financial health and future.
​
With access to a network of board-certified financial professionals, planning and building your secure tomorrow is just a few clicks away.
Understand and achieve your life goals with clear financial direction.
Financial Planning
​
Developing a financial plan is one of many services available from financial advisors, who are focused on listening to your goals and helping you achieve them. A well-rounded financial plan examines your total financial picture and helps you take a comprehensive approach to organize your finances.
Chris Fit
Investment Services
​
Develop an investment strategy to reach your goals.
You’re working hard to achieve important milestones in your life. Investing offers the potential to grow your wealth over time.
Chris Fit
Business Strategies
​
As a business owner, you face a number of personal and business financial considerations.
Whether you’re just starting out, anticipating retirement, or preparing to pass on your business and assets to a future generation, you need a strategy that protects you, your family, your employees, and the business you've worked so hard to build.
Jasmine Aziz
Budget Assistance
A successful budget planner helps you decide how to best spend your money while avoiding or reducing debt. EXOLOM recommends the 50/30/20 budget, which suggests that 50% of your income goes toward needs, 30% toward wants, and 20% toward savings and debt repayment.
Iron Mike
Financial Education Seminars
​
EXOLOM sponsors and/or conducts seminars, workshops, and one-on-one sessions on a wide range of financial topics such as setting financial goals, developing and managing a spending plan, choosing financial products and services, understanding credit, managing debt, saving for college, understanding the basics of investing, and saving for the achievement of a financial goal.
Iron Mike
Money Management Tools
For all those who dream big, we have digital tools that help keep track of your finances so you can focus on your aspirations.
Chris Fit
Personal Financial Counseling
Giving you personal finance basics – Counselors can go over your finances and suggest ways to pay down debt. They can also teach you about savings, managing your checking account, investments, and making a family budget.
Chris Fit
Debt Relief
Has worry about your debt taken over your life? Are you just barely keeping your head above water, making minimum payments, and throwing money away on interest, but never really making a dent in your debt? You aren't alone.
​
​Before you can resolve your debt, you need a clear picture of your finances. This step may seem unpleasant and will take some work, but you need to find out where your money is going, see your current net worth, and understand your total credit profile. Start by gathering all your financial information into one place.
Jasmine Aziz
Legacy Planning Resources
Wills & Trusts
A will is a written document that indicates how your property will be distributed at the time of your death. It is revocable and subject to amendment at any time during your lifetime. It also allows you to appoint a guardian for your minor children.
​
​A living trust provides lifetime and after-death property management. If you are serving as your own trustee, the trust instrument will provide for a successor upon your death or incapacity. Court intervention is not required.
Iron Mike
Identity Theft Assistance
Identity theft is a crime that can fall off of the radar until it’s too late; by the time there’s a major data breach or fraudulent charges have started showing up on a credit card, there isn’t a lot of time to think about prevention – just protection.
Iron Mike