Helping You Enhance Financial Wellness
 

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For every 100 people in this country who begin working at age 25, by age 65:

  • 25 will have died
  • 15 will retire dependent upon social security or relatives
  • 56 must continue to work in order to survive
  • 4 are financially independent

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What's In A Name?

Butterfly Financial, LLC understands that we are all in various stages of development regarding money knowledge and awareness. Just like a butterfly comes into existence only after going through a metamorphosis of growth and development---starting as an egg before becoming a caterpillar, cocooning in a chrysalis and finally entering the world as a colorful, light-hearted butterfly--we can all make progress in improving our financial lives, but only if we are willing to change certain habits.

Some of us have limited money awareness while others have mastered the basics and are just in need of better tools to help close the gap between knowledge and action. Regardless of the stage of financial awareness and knowledge, Butterfly Financial, LLC has tools to help transform current money behaviors into good money habits. While it is true that financial success will look different for different people, Butterfly Financial, LLC is committed to helping all move closer toward achieving their personal vision of financial freedom and financial wellness.


Our Driving Force

Personal financial management is a learned skill. By improving the financial literacy of the workforce through financial education, Butterfly Financial, LLC helps employees to understand how money works and to maximize the net effect of their paycheck. In fact, we teach a concept that many never learn: that managing money--making educated financial decisions--has a greater impact on the quality of life than simply making more money.

Butterfly Financial is a member affiliate of The EDSA Group, Inc., a national workplace financial education company. We offer live workshops, one-on-one educational sessions and an on-line financial education program.