"Financial wellness is the active pursuit of healthy living through financial planning and goal setting to live your best life."

- Jason Vitug

The Road to Financial Wellness began as a grassroots and social media experiment to break the taboo about money and turn local money discussions into a national conversation on financial wellbeing. The project was supported by bloggers, podcasters, CFP® and AFC® professionals, money coaches, financial advisors. It was funded by the generosity of credit unions, banks, startups, nonprofits, and government agencies.

We’re known for our special events attracting hundreds of people. Our signature wellness event (the Summit) have been called the “TED Talk” of the personal finance space.

Attendees are inspired and educated through financial storytelling from bloggers, social influencers, educators and financial professionals.

The phroogal team have co-hosted events in places such as:

  • bowling alleys
  • yoga studios
  • restaurants and bars
  • libraries
  • planetarium
  • coworking spaces and corporate offices
  • credit union branches and community centers
  • colleges and high schools
  • hotels and stadiums
  • county and state parks

After two successful years on the road, the experiment has evolved into a movement empowering a generation through knowledge, access, and community.

The Future of the Road to Financial Wellness

The Road to Financial Wellness will embark on 50-state road trip beginning on April 2018. The road trip will include various event types: summits, meet ups, outdoor activities, podcast interviews, video footage and live streaming schedule. Learn more about the 2018 road trip here.

What to expect on the Road to Financial Wellness website:

  • Find events, meet ups, and workshops in your area
  • Read financial stories and learn about personal finance topics
  • Discover local and online resources from partners and supporters
  • Learn about online workshops, social media events, and other educational opportunities
  • Connect in the new Financial Wellness Road Warrior Community on Facebook

The Road to Financial Wellness will partner with credit unions, community banks, startups, and nonprofits to deliver impactful and educational financial workshops and events.

2015 and 2016 Joint Results





Meet our amazing team

Jason Vitug team member


Founder, phroogal

Jason Vitug is the creator of the Road to Financial Wellness, founder of personal finance website phroogal, and bestselling and NYTimes reviewed author of You Only Live Once: The Roadmap to Financial Wellness and a Purposeful Life. 

Melanie Lockert team member


Project Manager

Melanie Lockert is a personal finance writer, event planner and founder of the award-winning blog, Dear Debt . She paid off a total of $81,000 in student loans. As a creative professional, Melanie runs on coffee, wine, music and a good standing desk dance party.


Events Manager & Road Navigator

Ralph lives in San Jose, California and is a personal finance lover and an avid podcast listener. He holds a BS in Nursing. Ralph’s interests include traveling, hiking, wine tasting and road trips.