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 know that for most any normal person, financial fitness isn't a hobby. It's a chore. But for us, it's a passion. So, yes, you could say we're a bit abnormal. We've spent decades refining our expertise in finance, analytics, online and mobile product development, consumer research, and information-based strategy. Now, we've decided it's time to bring those skills together to help revolutionize personalized financial planning for people who aren't quite as abnormal as we are.
We start by asking you a series of short, easy-to-answer questions aimed at quickly diagnosing your financial health. Our program adapts to your answers, enabling us to focus on what’s relevant to your situation. We do not ask any sensitive questions such as account names/numbers or passwords. The entire wHealth Check typically takes less than 15 minutes.
As you go through the wHealth Check, our program analyzes your answers and begins to develop initial observations and thoughts on your financial health. We share that feedback with you throughout the process.
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.
We use 128-bit SSL encryption – the same security that banks use. We do not ask you for any sensitive information such as password or account numbers. It’s free - so what are you waiting for?
Tags: whealth check