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Wall Street veteran launches company to provide financial well-being
––AFIREfi provides a holistic roadmap application for investment and expense management––
NEW HAVEN, Connecticut, May 29, 2024–(BUSINESS WIRE)–AFIREfi, a company dedicated to the financial well-being of individuals, families and employees, has officially launched its services. The company’s guided app is a user-centric tool that connects all touchpoints of the financial ecosystem, providing a comprehensive view of users’ financial position, a roadmap for improvement, and a way to track the impact of their financial choices on their well-being. -be. to be.
The AFIREfi service centers on an application that goes beyond tracking spending choices or the performance of investments and bank accounts. It illustrates how spending, banking, and investment choices have a long-term impact on an individual’s financial situation. By not being affiliated with any financial product or institution, AFIREfi is able to provide unbiased education and suggestions and illustrate how everyday spending is an essential part of financial well-being.
Patricia Whittaker, founder and president of AFIREfi, said: “Two of the biggest obstacles to financial well-being are making decisions and not recognizing them as financial decisions, or worse yet, not making any financial decisions at all. AFIREfi increases financial awareness. “
“Buying coffee or what type of checking account to keep is a personal decision, but it is part of our long-term financial plans.” Whittaker explained: “AFIREfi helps users understand their current needs and be better equipped to decide about their financial future. It also illustrates how spending, banking and investing are all interconnected and impact long-term financial well-being term. We recognize that money has an emotional side – without that side, we wouldn’t be stressed.”
The positive results of this planning not only influence financial well-being, but also profoundly affect overall physical and mental health. Repeated studies have shown that financial stress can negatively affect the body’s systems responsible for maintaining good health.
About AFIREfi
AFIREfi is a financial wellness company that provides tools and support to help people better navigate and achieve their financial goals. Founded in 2019 by financial services industry veteran Patricia Whittaker, the company provides tools to make financial decisions, track financial progress, and help people better understand the relationship between habits and financial well-being.
View the original version on businesswire.com: https://www.businesswire.com/news/home/20240529319173/en/
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