Deliver a personalized experience that eases your client's greatest financial concerns

Most people worry more about the impact of their health on their finances than a recession or market decline.

By reducing health-related financial stress, you can improve your clients' lives – and grow your business.

Protect your clients from health-related financial risks and stress

Health-related risks can ruin any savings, investment, or financial plan, no matter how well portfolio risks are measured, aligned, or managed.

Healthcare Costs

Long-term care expenses

Caregiving responsibilities

Cognitive decline

Unsafe behaviors

Outliving savings

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Clinically-based solutions for identifying and managing risks

Our solutions are grounded in clinical research conducted at the Massachusetts General Hospital and informed by experts in financial planning and psychiatry.

Financial wellness quizzes

Personalized reports showing "next best actions"

Financial wellness scoring algorithms

Long-term care and life expectancy calculators

Multi award-winning educational materials

Training programs that strengthen communications and personal connections

Our programs have a behavioral focus and feature thought leaders in psychiatry and geriatrics. We also partner with Cannon Financial for larger program engagements.

Program Topics

Promoting holistic financial wellness