Unlock your financial potential and gain key insights into your financial health with our comprehensive assessment.

Take the first step towards reaching your financial goals today.

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Takes less than 2 minutes!

The Financial Wellness Experience is designed to give you financial clarity and confidence. The combination of our suite of offerings and our team of professionals will provide tailored advice and an action plan to help you reach your goals. With us, you'll have the guidance to make the right decisions and peace of mind.

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Learn more about how The Financial Wellness Experience can help you.

  • The Financial Wellness Experience assessment offers a comprehensive picture of your current financial standing, allowing you to gain valuable insight into the areas in which you are succeeding and the areas for improvement.

  • The Financial Wellness Experience assessment is an invaluable tool that can help you better comprehend your financial situation and uncover opportunities for growth. By uncovering these areas of potential, you can make informed decisions to optimize your financial health.

  • The Financial Wellness Experience assessment offers personalized, actionable advice that will help you create a plan that is tailored to your unique financial goals. Working with a financial planner can help you bring this plan to fruition and help you make the most of your financial future.

The Value of Financial Wellness

Did you know….

  • Nearly one-third of employed Americans have less than $1,000 saved for emergency expenses*

  • Less than half of employed Americans would be able to meet their basic expenses if they were out of work for an extended period of time*

  • More than six in ten working Americans say thinking about their financial future makes them feel stressed, and almost half say worrying about finances distracts them from work**

  • Only 42% of employers offer access to financial products or services that help employees***

*PwC’s 9th annual Employee Financial Wellness Survey 2020
**Employee Benefit Research Institute and Greenwald Research, 2020-2021 Workplace Wellness Survey
***Bank of America 2021 Workplace Benefits Report

How It Works

The Assessment

Our proprietary financial wellness assessment is an excellent starting point for anyone looking to improve their financial health. The Financial Wellness Experience offers a unique approach to addressing the financial wellness problem in today's day and age, using a combination of technology and human expertise to help individuals reach their financial potential. Whether you are just starting out on your financial journey or are looking to make significant changes to your current situation, The Financial Wellness Experience can provide you with the tools and resources you need to achieve your goals.

The assessment takes less than two minutes to complete, and you are immediately provided with your wellness scores upon completion and via email. Click here to try it for yourself!

Your Financial Wellness Score

Our comprehensive financial wellness assessment helps individuals evaluate their current financial situation by answering 14 questions that generate their financial wellness scores across five crucial categories of financial wellness. These categories are Savings Strategy & Habits Health, Cash & Liquidity Health, Investments Health, Protection Health, and Estate & Legacy Health.

These five categories of financial wellness are critical to ensuring that individuals have a stable financial foundation and can achieve their long-term financial goals. By understanding their financial wellness scores and implementing the recommendations provided by the combination of the assessment and speaking to a financial planner, individuals can take control of their financial future and achieve financial freedom.

Ongoing Advice and Education

Upon completion of the Financial Wellness Experience assessment, all assessment takers automatically enrolled in a personalized, bi-weekly ongoing advice and education series, providing structured education and advice aimed at improving their financial wellness. These emails also provide an opportunity to request further conversations with a financial planner.

Who We Serve

  • Gauging your financial wellness is important because it allows you to assess your overall financial health and make informed decisions about your future. Understanding your current financial situation can help you identify areas where you may need to make adjustments, such as reducing expenses or increasing savings, and can also help you set and achieve financial goals.

    We can help you reach your potential by connecting you directly with a financial planner: Contact a Financial Planner.

    Read more here about how we can help individuals like you reach your financial goals.

  • Your market development strategies are crucial elements of your practice. Are you looking to broaden the impact of your efforts to your network, community, or your clients? The Financial Wellness Experience is the perfect tool to build into these existing outreach strategies, to help the people you care about to reach their financial potential.

    Contact us for more information, or click here to learn more about how the Financial Wellness Experience can be implemented into your practice.

  • A good benefits package can make employees feel rewarded and appreciated for their hard work. Benefits also provide support to an employee's family, health, and financial future which can help attract and retain top talent.

    Did you know that you can implement financial wellness education and resources into your organizations benefits package? Check out the suite of packages and offerings that we use to engage employees/members in financial wellness.