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My Financial
Wellness Program

Begin My Financial Journey

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Develop a Plan,
Create Peace of Mind

Access allows you to take charge of your short and long-term money goals.

Spending

Link your accounts to understand spending.

Debt

Manage debts while saving
for personal goals.

Protection

Protect yourself from life’s unexpected events.

Savings

Create a personalized savings strategy.

Speak With My
Financial Coach

Schedule a complimentary one-on-one meeting with our firm’s financial coach to address your unique financial needs.

 

 

Investment advisory services offered through Independent Financial Partners, a Registered Investment Adviser.
Independent Financial Partners and Canary Wealth Strategies are separate entities.

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Take a Tour

An Intuitive financial platform to help you setup your goals and track their progress.

Investment advisory services offered through Independent Financial Partners, a Registered Investment Adviser.
Independent Financial Partners and Canary Wealth Strategies are separate entities.

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