Take charge of your finances and build a solid financial future!

Wellfin360 offers a unique, personalized approach to wealth building. Our model leverages coaching, planning, and advice to enable a holistic view of your personal financial situation. We provide you with the tools, knowledge, and support you need to achieve your short-term goals and long-term financial aspirations.

Wellfin360 is an independent, fee-only financial planning and investment advisory firm. We provide objective advice, financial planning, and coaching services that work for you and only you. We don’t earn commissions or referral fees for our services.

Samanda Morales

financial planning & investment management

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Ways to work together

Your financial wellness is not a destination – it’s a journey of empowerment, fulfillment and peace of mind.

Ongoing Financial Planning

Our ongoing financial planning service involves a collaborative partnership, where we work closely with you over time. Together, we craft and execute a comprehensive financial plan, with regular reviews and adjustments to ensure it remains relevant as your circumstances and objectives evolve.
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Goal Specific Financial Planning

Our Project-Based Financial Planning Service is ideal for clients seeking targeted solutions tailored to their circumstances and just need a project specific engagement. Whether you’re looking to tackle a specific financial goal, address pressing issues, or explore new opportunities, we are here to guide you.
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Investment Management

Wellfin 360 also provides ongoing investment management guidance tailored to your unique investment objectives. We believe in the power of personalized advice, which is why we take the time to understand your individual needs through personalized discussions and regular interaction.
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Seminars / Speaking

Through our engaging webinars and dynamic speaking engagements, we offer a platform for learning and growth, covering topics ranging from financial literacy, financial planning fundamentals, money management, and investing with purpose.
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Samanda Morales

No more waiting!

I’m on a mission to empower others to reach their financial goals.

Money significantly influences various aspects of our lives—from our relationships and security to our overall peace of mind. Understanding money management and having a solid financial plan are crucial for achieving financial security and confidence.

As your Financial Advisor and Coach, my objective is to empower you to meet to your financial goals. Together, we will tackle your financial needs head-on and transform them into opportunities for growth and financial success.

Kind Words

I sensed that she cared about my outcomes as if they were her own. I highly recommend Samanda to anyone looking to reach their financial goals. She will meet you where you are on your journey and walk with you until you reach your destination!”

– Chris

I cannot thank Samanda enough for the incredible support and guidance she has provided me on my financial journey. As a small business owner, I struggled to navigate the complexities of budgeting, cash flow management, and personal finance planning.”

– Angela

★★★★★

Are you ready to?

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Overcome financial challenges

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Build financial confidence

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Prepare for unexpected expenses