Defining Financial Wellness

Our “Why”

Whether you are struggling to pay off debt, save for retirement, or manage your budget, we understand that achieving financial security can feel overwhelming. That is why we developed the Financial Wellness Experience – to provide you with the insights, guidance, and tools you need to take control of your finances and build a better future.

Our “How”

At the core of our approach is a commitment to helping people understand where they are in their financial journey. By taking our comprehensive assessment, you will receive a personalized report that evaluates your financial health across key areas of financial planning such as protection, savings, investing, and estate planning. Armed with this information, you can identify areas of strength and weakness and begin to take action to improve your financial well-being.

Our “Who”

We are not just another robo-advisor or financial planning tool. We believe that the best financial guidance comes from a combination of technology and human expertise. That is why our platform is supported by a team of financial planners who are ready to provide personalized guidance and support when you need it most. Working with a financial planner can provide peace of mind and help you achieve your financial goals. It can also help you navigate complex financial situations, such as estate planning or retirement planning, with confidence and ease.

The Financial Wellness Experience is a venture of Commonwealth Financial Group, a leading financial planning firm headquartered in Boston with an over 160 year history of providing extraordinary financial services to individuals, families, business owners, and companies. It is the mission of the Financial Wellness Experience and Commonwealth Financial Group to equip each of our clients with a clear path to financial confidence, as well as a true sense of financial clarity and empowerment.