WellCents Financial Wellness

WellCents® is a comprehensive, holistic financial wellness solution designed to help you create confidence in your financial life. Our goal is to help you develop a real-life action plan to move you toward being financially well, and in turn, help you secure a financially sound retirement.

WellCents® begins with an annual online Wellness Assessment. This brief survey will ask you general questions regarding your financial history to get a gauge of your overall financial wellness. Upon completion, you'll get a personalized analysis of your current financial situation, along with recommended steps and tools to improve it.

Group Education Workshops: We will analyze your wellness Assessment results and hold education workshops on the most important topics to you based on the aggregate responses.

One-on-One Meetings: WellCents offers the opportunity to have a personal meeting with a Financial professional. These meetings may be in person, via webinar or conference call.