About Breakthrough Financial Wellness | Our Mission, Vision & Approach

Transforming Financial
Well-Being from the
Inside Out

Transforming Financial Well-Being from the Inside Out

Because when we understand our relationship with money, we strengthen every part of life that matters.

At Breakthrough Financial Wellness, we believe true financial wellbeing begins long before the numbers — it starts with awareness, communication, and self-understanding.
We help individuals and couples uncover the emotional and behavioral patterns behind their financial decisions, so they can replace stress with confidence and disconnection with trust. Through compassionate coaching, education, and Breakthrough’s proven 7-Layer Framework, our work empowers people to build a healthier, more balanced relationship with money — and with each other.

Rooted in Purpose and Possibility

Our Mission and Vision

At Breakthrough Financial Wellness, everything we do begins with a simple belief:
Financial well-being isn’t just about money — it’s about people.
We are here to help individuals and couples understand the human side of money, build trust, and make confident, values-aligned decisions that create meaningful, lasting change.

Our Mission

To empower people to uncover the hidden patterns behind their financial behaviors, strengthen communication around money, and align financial choices with what truly matters — creating lives and relationships that thrive in balance, confidence, and connection.

Our Vision

A world where money fosters understanding, empowerment, and harmony — not stress or division.
We envision families, couples, and communities where financial conversations are open, compassionate, and transformative — turning money into a tool for wellbeing and growth.

The Story Behind Breakthrough Financial Wellness

Breakthrough Financial Wellness began with a simple realization: most financial challenges aren’t really about money — they’re about what money means to us.
Founder Jennifer Edwards CFT™, CFP®, TOM™, POM™ saw firsthand how financial stress can quietly affect relationships, confidence, and overall well-being. With a background in behavioral finance, leadership development, and coaching, she recognized the need for something deeper — an approach that helps people understand why they think, feel, and act the way they do around money.
What began as Jennifer’s mission to help couples communicate more openly about finances has grown into a movement — one that empowers individuals, families, and communities to build healthier, more intentional relationships with money and with each other.

Our Approach

A Framework Built on Science and Empathy

At Breakthrough Financial Wellness, we combine the science of behavioral finance with the heart of meaningful connection.
Through a blend of education, coaching, and guided conversation, we help individuals and couples uncover the hidden influences behind their financial choices — so they can make decisions that reflect their values, goals, and relationships.
The Breakthrough Framework brings together seven core layers of financial wellness, addressing both the inner and outer dimensions of money.

Societal

Explore how culture, community, and economic systems shape the way you view money, success, and security — and redefine what those truly mean for you.

Relational

Understand how family patterns, communication styles, and partnership dynamics influence your financial behaviors and conversations.

Educational

Build practical financial knowledge and confidence through clear, judgment-free learning that supports real-life decisions.

Behavioral

Recognize the habits and routines that drive your money decisions — and reshape them to align with the life you want to create.

Physiological

Overcome the physical paralysis often caused by money stress — soothing your body’s alarm system so you can take action without panic.

Psychological

Discover the emotions and beliefs — like fear, guilt, or hope — that shape your financial story, and learn how to move forward with clarity and calm.

Neurological

Heal the deeper stress responses tied to money and past experiences, helping your mind and body feel safe, grounded, and in control.

Creating Meaningful, Measurable Change

At Breakthrough Financial Wellness, we believe change isn’t just about managing money — it’s about transforming the way people relate to it.
Through our programs, individuals, couples, and organizations learn to build healthier relationships with money — grounded in awareness, empathy, and shared purpose.
The results speak for themselves.

Participants report more open, honest, and constructive money conversations — whether between partners at home or teams at work. By learning to communicate without fear or defensiveness, they replace tension with trust.

Our approach helps uncover the emotions and stories driving financial behaviors. Participants gain insight into their triggers and beliefs, leading to calmer, more intentional decision-making in both personal and professional settings.

Couples, families, and workplace teams alike experience improved alignment around financial priorities. They learn to set shared goals and create collaborative plans that reflect both values and vision.