Your Path to Financial Freedom Starts Here

Take charge of your finances with our library of free tips, guides and tools. And for even more personalized guidance, take our interactive money quiz and start reaching your goals today!
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Ready for your own personalized plan?

Generate tailored financial feedback designed for your specific needs and goals.
Mastering the Basics

Master the Basics

We’ll clarify the fundamentals so you can make smarter financial decisions for today and tomorrow.

Setting Goals

Set Your Goals

A good financial plan starts with clear objectives, like paying down debt or saving for retirement. We’ll help you get on track.

Saving Money

Save More Money

Find ways to automate your savings, tackle your expenses, and watch your savings grow.

Managing Credit

Manage Your Credit

Good credit means more financial freedom. Learn how to stay on top of and improve your credit score.

Choosing Investments

Select Your Investments

Understand your investments, learn to manage your portfolio, and see your money start to work for you. 

Working with Professionals

Working with Professionals

We can guide you through the process of finding the right financial professionals to suit your needs.

What People Are Saying About WES

Love it. WES is simple to use, made intimidating personal finance concepts approachable, and created an easy entry point for tackling my finances.

Katie G.

As someone who doesn’t come from the financial world or have any family in this world, it was refreshing to have access to content that presented valuable information around these topics in plain English.


This is a great resource. The weekly email keeps me up-to-date on the financial world without being overwhelming.

Chris D.