2018 Financial Wellness Tour Overview


To empower a generation through financial knowledge, access, and community.


A generation living their best lives.


An epic 50 state road trip breaking the social taboo about money and increasing financial awareness through events, meet ups, and social media content.


  • Engage with local communities through financial wellness events
  • Share financial stories on blogs and social media
  • Discover resources and share programs and services

Event Types

  • Summits (6)
  • Workshops (12)
  • Workplace Financial Wellness (6)
  • Military Financial Readiness (5)
  • Universities and Colleges (5)
  • Festivals
  • Beer Gardens
  • Coffeeshops
  • Wineries and Beer Gardens
  • Outdoor Activities (hiking, spelunking, canoeing)

Sponsorship Opportunities

What we expect to happen after the road trip?

  • Build an online database of local and national financial resources
  • Provide access to products and services from value-based financial institutions
  • Offer access to financial experts, fee only CFP® and AFC® professionas
  • Connect with nonprofit educational organizations


  • Social media contests
  • Blog contests
  • Video contests
  • Event contests


  • 7 Day Financial Wellness Challenge (Get to know your starting point)
  • Your $500 Weekend Savings Challenge (Reduce Expenses)
  • Save $1000 for an Emergency Challenge
  • Credit Card Payoff Challenge (Eliminate 1 credit card debt)
  • 14 Day Credit Score Improvement Challenge

The Road to Financial Wellness Road Trip 2018

Road to Financial Wellness Phroogal

Tour Dates & Events

Find an event near you and come get inspired, educated, and connected with Road Warriors.

Volunteer Opportunities

Become part of history. We’re looking for: bloggers, podcasters, community leaders, educators, and local volunteers.

Social Media Schedule

Connect and engage with us on social media. We’ll have dates and times for live streaming Q&A sessions, Twitter chats, and contests.

Sponsorships and Partners

Many opportunities for your brand and organization to become part of financial education history.

Connect with us on the Road

Be part of the experience on social and join the list!

Social Media Engagement

Follow and engage with us on FacebookInstagram and Twitter for highlights, tips, Q&A live streaming, chats and review photo albums.

YouTube Videos

Watch  video highlights of events, interviews, and stories from people all across the country.

On The Road Podcast

Listen to in depth conversations with experts and educators. Hear their personal stories and gain knowledge, advice and tips.

Facebook Live Streaming

Listen to live interviews with experts and others sharing their financial stories. Get behind the scenes look on the drive, events, and meet ups.

Get on the Road to Financial Wellness

Subscribe to the list and receive a weekly roadmap email!

Bonus: Get the 5 Financial Numbers You Need to Know Tip Sheet