Sound Guidance. Aligned Goals. Lasting Impact.

We help you to take control of your money, make aligned decisions, and confidently create the life you truly want to live.

Your brain, body, and bank account are connected. We help you reduce financial stress so you can thrive in every area of life.

In today’s world, financial uncertainty is everywhere—rising inflation, volatile markets, trade tensions, and talk of recession have left many of us feeling anxious. A recent survey found that 75% of Americans report feeling financially insecure. With the cost of living climbing and job markets shifting, it’s no wonder people feel unsure about how to plan for the future.

We are here to help you navigate these challenges with clarity and confidence. Let’s work together to address common financial life events, such as:

Empowering You to Make Confident Financial Decisions

Welcome!

We are so glad you’re here. Thinking about your finances can feel overwhelming, especially when life is full and constantly evolving. That’s why we do this work: to help people like you gain clarity, confidence, and peace of mind with your money.

Whether you’re working internationally, running your own business, or navigating your next chapter, we are here to support you with personalized guidance and zero judgment. Together, we’ll build a plan that helps you live the life of your dreams.

Courtney A. Mallow
Financial Consultant, Educator, and Coach

Courtney Mallow of Be Well & Co. Financial Consulting

Financial Consulting & Education Services

We all have the potential to live fulfilling lives and reach our financial goals. But it takes more than knowledge—it requires action, behavior change, and strong systems. That’s where we come in.

As certified National Financial Educators Council (NFEC) Consultants & Educators, we help you stay focused and build a plan that works for your life. We do not sell financial products — our guidance is 100% centered on you and your best interests.

Schedule Your Complimentary Personal Coaching Call & Consultation

  • 20-Minute Financial Consultation Call

  • 100% Dedicated To Helping & Supporting You

  • Nothing Will Be Offered or Sold On The Phone
  • Receive Information on How You Can Continue To Work With A Financial Coach