MONEY WRAPPED:

Your Financial Year, All Wrapped Up

Spotify Wrapped, but for Finances

Your Full Financial Year in Review + Financial Check-up + Spend Analysis + Budget + more

Whether you're balancing a full-time job with side hustles or diving full-time into the solopreneur / business owner hustle, your finances are as dynamic as you are.

That's why we created MONEY WRAPPED – BloomWell's personalized financial wrap-up that turns your year's financial streams — the spending, the saving, the good, the bad, the ugly — into a fun, clear story of progress and potential.

FINANCE DOES NOT HAVE TO BE BORING!

Heavy on the ‘Get Somebody Else To Do It’ Vibes

Ever wonder where all your money went? How much did you actually save? How much did you actually spend online shopping? We get it. Your financial life is as multifaceted as you are, and you deserve a tool that helps you understand how you save, spend, invest, and enjoy your money. Enter one of our most loved experiences: MONEY WRAPPED – dubbed the ‘Spotify Wrapped’ for finances by our clients.

  • Bid Farewell to Time Sinks: Stop spending hours on spreadsheets. MONEY WRAPPED gives you back your precious time by distilling your financial year into a fun, digestible summary.

  • Simplify Your Financial Picture: With income flowing from various channels, see all your streams woven together in one cohesive, easy-to-understand report.

  • Clear Goal Pathways: Ever feel like your financial goals are just out of reach? MONEY WRAPPED aligns your year's actions with your ambitions, spotlighting the path to your dreams.

  • Demystify Money Management: Strip away the complexity with MONEY WRAPPED's intuitive insights, making financial wisdom not just accessible, but actionable.

  • Celebrate Your Wins: You've worked hard, and it's time to recognize that. MONEY WRAPPED highlights your victories and your joys — big and small, fueling your motivation for another year of success.

  • Financial Planning Made Easy: With a clear vision of the past year's journey, charting your course forward has never been easier. MONEY WRAPPED is your financial compass for the road ahead.

Say goodbye to the guesswork and hello to mastery over your money. With MONEY WRAPPED, you're not just surviving the financial jungle – you're thriving in it.

MONEY WRAPPED is designed to provide a succinct, engaging, and insightful financial recap that saves time, simplifies tracking, assists with goal setting, educates on financial optimization, celebrates progress, and guides wealth planning all in a unified, user-friendly report.

Get Clarity

What you Get | Key Features:

  • Personalized Financial Summary: A curated overview of your yearly income, investments, and spending – because your financial narrative is unique.

  • Side Hustle Spotlight: Celebrate the growth of your passion projects, side hustles and passive income with dedicated insights into your extra income streams.

  • Savings & Investment Milestones: Visualize your financial milestones and see how your smart money moves have paid off.

  • Spending Analysis: Dive deep into your spending habits with an eye-opening breakdown – all to empower better choices.

  • Goal-Setting Roadmap: Set actionable goals for the year ahead with forward-thinking strategies inspired by your own data.

Jumpstart wealth growth

Ready to see your financial hustle in full color?

We’ve taken the puzzle of your various income streams, side gigs, and all the places your money's been, and pieced it together into a clear, vivid picture.

MONEY WRAPPED is more than just a report; it's your financial year reimagined and delivered straight to your digital doorstep.

Imagine having a bird’s-eye view of your financial landscape, where every transaction tells a story, every saved penny has its place, and every spent dollar is accounted for. We're here to help you celebrate your wins, learn from the missteps, and set the stage for an even more lucrative tomorrow.

With MONEY WRAPPED:

  • Relive your year’s financial highs and learn from the lows.

  • Toast to the goals you smashed and set new ones with precision.

  • Get the full picture – from the gig grind to the 9-to-5 stride.

  • Discover insights that could unlock new levels of financial freedom.

As you hit that 'Wrap Now' button, you're not just buying a service; you're investing in understanding and empowerment. Let's roll out the green carpet and get ready to walk you through your year of financial flair.

Welcome to the BloomWell family – where your money story gets the spotlight it deserves.

MONEY WRAPPED can be completed at any time of the year. Not ready for a whole year? You can get a version for 1 QUARTER / SEASON with 3 full months of the exact same thing.

 FAQs

  • Nope! MONEY WRAPPED comes in 2 options — 3 months or 12 months. It can stop or start whenever you like, but must start on the 1st of a month (not in the middle of a month)

  • After submitting the required items, it typically takes 10-14 business days to complete analysis and provide a full report.

    [Please note during tax season (February 15 - April 15), it may take up to 3 weeks depending on volumes.]

    Your precise delivery timeline will always be confirmed upon receipt of documents.

  • Email us for a detailed list

  • Yep! Our goal is simplify wealth, and in addition to a fun, visual report, you also get a FREE wealth coaching session where we dive into some of the recommendations and trends we found

  • Sure! Email us at Hello@BloomWellWealth.com and we’ll shoot a sample report right over.

  • After payment is complete, the next step is to review and submit the client agreement / terms, and submit the required documents so that we can start your analysis. You will get an email with a checklist of items to submit to us.

  • If you’re familiar with Spotify Wrapped, it’s somewhat similar to that — a very visual report with themes, trends, and fun facts — along with deep analysis and recommendations across your saving, spending, earning, and enjoyment of your funds over 3-12 months. You will receive a digital PDF of a report, which you are free to print on your own as well if you’d like.

  • Yep! Email us at Hello@BloomWellWealth.com and we will send you the details. It’s a similar process and timeline.

  • YEP! Our goal is to make wealth simple and accessible to everyone. On the checkout page, you will see options for ‘Buy Now, Pay Later’ options such as Klarna and Affirm in addition to options for debit, credit, and Cash app pay. If you do not see the options or need additional assistance, please email us. We are happy to help and look forward to hearing from you!

  • Due to the comprehensive level of analysis and personalization that we provide, we do not offer refunds. Please discuss concerns with us, we are always rooting for you!

  • ABSOLUTELY! Email us and we will send you details.

  • Shoot us an email at Hello@BloomWellWealth.com and we will answer any questions you may have!

NOT SURE? SCHEDULE YOUR FREE DISCOVERY SESSION

We are proud to provide a range of services from budgeting to holistic financial planning and more. Not sure what to pick? Schedule a free, no-obligations discovery session. We look forward to meeting you, wherever you are in your financial journey!

WHAT TO EXPECT IN THE CALL:

  • Invest 15 minutes to start your beautiful journey to the life of your wildest dreams

  • Complete the brief questionnaire when you schedule, so that we can maximize the value we provide in our time together

  • Tell us about your burning questions and goals, and any questions about our services

  • Hear about how we can help you get on track, de-stress or demystify, reach your goals, and enjoy the journey as well

  • Completely free with no strings, no obligation or purchase necessary

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