Financial Wellness Roadtrip Results

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The Road to Financial Wellness began as a grassroots and social media experiment to break the taboo about money and turn local money discussions into a national conversation on financial wellbeing. The project was supported by bloggers, podcasters, CFP® and AFC® professionals, money coaches, financial advisors. It was funded by the generosity of credit unions, banks, startups, nonprofits, and government agencies.

We’re known for our special events attracting hundreds of people. Our signature wellness event (the Summit) has been called the “TED Talk” of the personal finance space.

Attendees are inspired and educated through financial storytelling from bloggers, social influencers, educators and financial professionals.

Our events were covered by USAToday and many other media outlets.


The phroogal team has co-hosted events in places such as:

  • bowling alleys
  • yoga studios
  • restaurants and bars
  • libraries
  • planetarium
  • coworking spaces and corporate offices
  • credit union branches and community centers
  • colleges and high schools
  • hotels and stadiums
  • county and state parks

After two successful years on the road, the experiment has evolved into a movement empowering a generation through knowledge, access, and community.

Roadtrip Results





Financial wellness is about your health and wealth. It’s about the overall quality of the life you’re living.

What started as an experiment to break the social taboo about money has evolved into a movement helping thousands of people get on the road to financial wellness.

You can read more about the results of the 2015 and 2016 road trips. Or review major milestones in phroogal’s history.

The road events continue across the country. Inquire about hosting a financial wellness event or sponsoring a future event, send a message.

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