Financial Wellness Checks
We believe that financial health is a cornerstone of a secure and fulfilling life, especially in your golden years. That’s why we offer free financial wellness checks designed to give you a clear picture of your financial standing and guide you towards better financial decisions.
What is a Financial Wellness Check?
A financial wellness check is a comprehensive review of your financial situation. Our expert advisors will help you assess:
Debts: Understanding your liabilities, including mortgages, loans, and credit card balances.
Income: Analyzing your sources of income, such as pensions, Social Security, and investments.
Monthly Expenses: Reviewing your regular expenditures to identify areas where you might save.
Investments: Evaluating your current investments to ensure they align with your financial goals.
After our thorough analysis, we then provide a comprehensive report that highlights your financial standing and identifies gaps and opportunities for improvement.
