The Financial Wellness Experience: Let’s Break it Down!

  • The Assessment

    Our Financial Wellness Experience assessment is a powerful tool designed to enhance your financial health.

    The Financial Wellness Experience combines technology and expertise to unlock your financial potential. Whether you're starting out on your financial journey or seeking substantial improvements, we provide the resources and tools to achieve your goals.

    Complete the quick two-minute assessment and receive your wellness scores instantly.

    Take the Assessment

  • Your Financial Wellness Score

    Evaluate your financial wellness by answering 14 questions across five crucial categories:

    • Savings

    • Cash

    • Investments

    • Protection

    • Estate

    The assessment and expert guidance will help you understand your current financial situation, gain control of your future, and achieve freedom.

  • Ongoing Advice & Education

    Complete the Financial Wellness Experience assessment and become enrolled in a personalized bi-weekly advice series. Receive structured education and guidance to achieve your long-term financial goals. These emails also allow you to request conversations with a financial planner.