Financial Wellness solutions that address your client's biggest financial fears.
High healthcare costs
Long-term care costs
Cognitive decline
Family caregiving responsibilities
Running out of savings
Unsafe decision-making behaviors
Loss of income due to illness
Financial exploitation
Most people are (much) more concerned about the financial risks associated with health and longevity than they are about poor investment portfolio performance. Not sure? Just ask them.
Who are our solutions for?
Financial advisors
We enable advisors to more effectively identify, mitigate, and manage health and longevity-related financial risks as part of a holistic and personalized client wellness experience.
Insurance companies
Our solutions help to identify needs for life and long-term care insurance solutions while raising interest and awareness of guaranteed income products.
Plan providers
Our financial wellness solutions educate retirement plan participants about, and protected them from, the financial risks associated with physical, mental, and behavioral health.
Here's what our subscribers are saying...
"The intersection of an aging demographic and the industry’s need to increase its value proposition via the delivery of holistic financial wellness planning demands an augmented advisor system. Wheathcare’s combination of intuitive technology and an empirically based process provides advisors the toolset needed to better address this growing planning demand."Shane Morrow, CFP®, CIMA®, CAIA®, Managing Partner - IronBridge Wealth Counsel
"As a planner, Whealthcare has helped me with one of my biggest fears - what are my clients not telling me? It's not that they are intentionally keeping me in the dark, it's just that no other financial planner has asked them. By walking through these assessments, we really have a deeper appreciation for each other."Amy Irvine, CFP®, EA, MPAS®, Founder - Irvine Wealth Planning Strategies
“Whealthcare is a critically needed resource for financial advisors looking to serve their older clients for the later retirement years. Whealthcare balances an understandable and accessible questionnaire interface with practical and sensitive advice and perspectives. Whealthcare helps me and my practice uncover the true priorities of my clients."Thomas C. West, CLU, ChFC, AIF®, Partner - Signature Estate & Investment Advisors
If you are an investment advisor or retirement plan provider, what are you doing to protect your client from health and longevity-related financial risks?
Award-winning, clinically-based financial wellness solutions
Wellness Assessments
Our simple, short quizzes capture personal financial management practices and behaviors, score financial wellness across a broad range of metrics, and generate personalized lists of next best actions.
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Brandable Content
Our multi award-winning educational materials are brandable and include articles, infographics, videos, and thought leadership informed by experts in financial planning, mental and behavioral health, and healthcare delivery.
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Training programs
Our programs enable advice, legal, compliance, and risk professionals to more effectively identify, prepare for, and manage health and longevity-related risks. Delivered in collaboration with Cannon Financial Institute.
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How do you evaluate your client's Financial Wellness?
We believe that financial wellness should be more than a slogan you might see on a giftshop pillow.
Our financial wellness assessments score a person's Financial Wellness across a broad range of measures. Our approach is based on a methodology published in the Journal of Financial Planning*.
Watch this short video to see our definition of financial wellness.
*Introducing a Hierarchy of Financial Wellness, Journal of Financial Planning, September 2020, by Chris Heye, PhD
Diminished decision-making capacity whitepaper and training program
The Wall Street Journal recently declared cognitive decline to be the greatest threat to the financial security of older adults. Cognitive decline is an example of a health-related risk that can ruin any financial plan, no matter how well portfolio risks are managed or tolerance levels aligned. Whealthcare Planning CEO Chris Heye, PhD has co-authored a whitepaper on the subject. You can download it here. This whitepaper will be presented at the 2021 Gerontological Society of America Annual Scientific Meeting in November. Find out more about our diminished capacity training program delivered in collaboration with Cannon Financial.
Here's what our subscribers are saying...
"The intersection of an aging demographic and the industry’s need to increase its value proposition via the delivery of holistic financial wellness planning demands an augmented advisor system. Wheathcare’s combination of intuitive technology and an empirically based process provides advisors the toolset needed to better address this growing planning demand."Shane Morrow, CFP®, CIMA®, CAIA®, Managing Partner - IronBridge Wealth Counsel
"As a planner, Whealthcare has helped me with one of my biggest fears - what are my clients not telling me? It's not that they are intentionally keeping me in the dark, it's just that no other financial planner has asked them. By walking through these assessments, we really have a deeper appreciation for each other."Amy Irvine, CFP®, EA, MPAS®, Founder - Irvine Wealth Planning Strategies
“Whealthcare is a critically needed resource for financial advisors looking to serve their older clients for the later retirement years. Whealthcare balances an understandable and accessible questionnaire interface with practical and sensitive advice and perspectives. Whealthcare helps me and my practice uncover the true priorities of my clients."Thomas C. West, CLU, ChFC, AIF®, Partner - Signature Estate & Investment Advisors