Financial wellness is more than a slogan.

It is the future of financial advice.

Award-winning, clinically-based financial wellness solutions

Clinically-based scoring assessments

That capture individual preferences, practices, and levels of preparation and score financial wellness across a broad range of metrics.

Award-winning educational content library

Containing articles, infographics, and expert videos that address the issues that matter most - health, family, and financial security.

Innovative professional training programs

Informed by experts in psychiatry, geriatrics, and practice management, and delivered in collaboration with Cannon Financial.

You can’t improve what you can’t measure

Our short assessments – no financial data needed! - generate personalized financial wellness scores:

Financial decision-making
Financial management
Estate plan preparedness
Financial decision-making safety - behavioral
Financial decision-making safety - cognitive
Financial literacy
Health care cost control

Plus estimates of life expectancy, long-term care costs, and health care costs in retirement.

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What is Financial Wellness?

We believe that financial wellness should be more than a slogan you might see on a giftshop pillow.

Watch this short video to see our definition of financial wellness, based on a methodology published in the Journal of Financial Planning*

*Introducing a Hierarchy of Financial Wellness, Journal of Financial Planning, September 2020, by Chris Heye, PhD

Want it all?

With our solution partners, we can design and operationalize a comprehensive, customized financial wellness program for your firm:

White-labeled financial wellness scoring assessments
Customized financial wellness prospecting quiz
Customized marketing videos
Brandable, award-winning educational materials
Practice management consulting
Integration with CRM
Medical and financial industry thought leader seminars
Advisor, risk, compliance, and legal team training

Here's what our subscribers are saying...

1 / 3

"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

2 / 3

"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

3 / 3

“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

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