Individuals

The Financial Wellness Experience assessment is a great starting point for reaching your financial potential. It helps identify your current financial health, including savings strategies, estate planning, and more. This information creates a personalized plan tailored to your needs and goals.

70% of Americans admit to being stressed about their finances.* This stress can lead to negative consequences, affecting work and health. By taking a financial wellness assessment, individuals can address underlying issues causing financial stress. The assessment offers a holistic view, helping identify areas for improvement and taking steps to address them.

The Financial Wellness Experience combines technology and human expertise for a unique and personalized approach. Unlike robo-advisors, it uses technology to enhance, not replace, human input. With financial professionals' expertise and personalized recommendations, users gain a comprehensive view and resources to reach their financial potential.

We encourage you to connect directly with a financial planner or take the assessment to get started on your journey to financial wellness.

*Dhue, S., & Epperson, S. (2023, April 11). 70% of Americans are feeling financially stressed, new CNBC survey finds. CNBC.