Why buy financial advice apps or books written for the masses? Let us develop a financial plan tailored specifically for you.
Instead of spending hours reading page after page of generic advice, spend 15 minutes with our interactive wHealth Check app that adapts and evolves as you go through it.
We will not only assess, score, and provide detail on your financial strengths and weaknesses, but also help you start improving your overall wHealth.
We start by asking you a series of short, easy-to-answer questions aimed at quickly diagnosing your financial health.
After completing your wHealth Check, we analyze your information across hundreds of factors. Your results are summarized into one overall wHealth Score, as well as scores for key major financial health dimensions.
Based on the results from your wHealth Score, you will receive a detailed action plan that is personalized and prioritized to help you quickly address any areas which need improvement.