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. Try it for yourself!

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: 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.

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.