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To start or continue your journey to financial freedom, use the tools or resources below

Ways We Can Help

Debt Elimination

Are you struggling with credit card debt, student loans, car loans or mortgage payments? When it comes to debt, you’re not alone. Our team is partnering with GreenPath Financial Wellness to help you become debt free. To speak with one of their representatives today about their Debt Management Plan, call 877-444-5606 and mention the dfree® Movement.

Learn More.

Saving for Retirement

Are you on track to retire? Do you have enough saved up to live the lifestyle you’ve always dreamed of? Not sure where to start? The dfree® Movement is partnering with Prudential to help you navigate life’s stages.

Schedule a free one-on-one consultation with a financial professional.

Take a snapshot of your retirement outlook.

Financial Literacy

Enroll in the dfree® Online Academy to access our 12-step curriculum and other courses.

Sign Up Today.

Money Management

Here are some tools and resources to help you create a budget or spending plan.


If you’d like to create a plan to achieve your short or long-term financial goals, please fill out this form and a financial professional will get back to you soon.

A Trusted Resource

GreenPath Financial Wellness

When it comes to debt, you’re not alone. With the Debt Management Plan from the national nonprofit GreenPath Financial Wellness, you become debt free faster*. GreenPath’s team has put 60 years of trusted experience negotiating with major creditors to work, saving you time and money* with debt management options tailored just for you.

*Individual results vary

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What is a financial Professional?

People are at the center of everything we do. We work to improve people’s quality of life through financial wellness. That means treating you with respect and care, and designing our services and solutions to work for you.  We listen with respect, and offer compassionate, professional guidance, information and tools to help you on your journey to your dreams.