Your Path to Financial Wellness
Educational support for budgeting, debt management, retirement planning, and building lasting wealth. Let's secure your financial future together.
Our Mission
At Jay & Johnson Financial Wellness, we believe everyone deserves access to financial education and guidance. Our mission is to empower individuals and families to achieve financial freedom through personalized strategies, education, and unwavering support.
Why Choose Us
How It Works
Getting started is simple — three easy steps to your financial wellness journey.
Fill Out the Form
Complete our short intake form with your financial details before your session so we're ready to help from minute one.
Book Your Session
Schedule a free consultation at a time that works best for you — all sessions are conducted virtually.
Get Your Plan
Receive a personalized financial plan with clear action steps and a progress report tailored to your goals.
Frequently Asked Questions
Everything you need to know about working with us.
We review your financial profile within 1-2 business days and reach out to schedule a personalized session with you.
All sessions are conducted virtually via video call or phone. We walk through your financial situation together, build a personalized plan, and you leave with a written summary report.
We provide Financial Audits, Budgeting Plans, and Debt Repayment Strategies — all focused on financial education. We do not offer investment advice or credit repair.
Yes. Your data is stored securely on the Internet Computer blockchain and is only accessible to our team. We never sell or share your personal information.
View our full pricing on the Services page — sessions start at $75 for individual services, with monthly packages available starting at $50/month.
Absolutely not. We work with clients at all income levels. Our goal is to help you build a better financial foundation, wherever you're starting from.
Still have questions? We'd love to hear from you.
Ready to Get Started?
Take the next step toward your financial wellness — book your session or complete your intake form to get prepared.
New Client? Start Here
Follow these two steps before your first session so we're fully prepared to build your personalized plan.
Complete Your Intake Form
Share your financial details so we arrive to your session ready with real insights — saving time and maximizing every minute.
Book Your Consultation
Once your intake form is submitted, schedule your free virtual consultation at a time that works best for you.
Already a Client?
Welcome back! Submit your monthly update so we're fully prepared for your session — then book your check-in.
Questions? We're Here to Help.
Reach out anytime — our team is ready to answer your questions and guide you on your financial journey.