Financial Wellness

Our newest platform, WellAdvised(k), is a customizable program that focuses on the goal of improving the financial well-being of your employees. Our program helps to eliminate financial stressors such as debt, student loans, savings, retirement, and more.

We are committed to giving our clients:

  • Qualified financial coaches who provide personalized solutions.

 

  • A tailored financial well-being program for your employees with a focus on personal finances, such as savings and investing habits, with a fun and competitive twist.

  • Access to relevant tools and resources designed to improve financial skills with ease.

 

  • In-depth investment strategies for retirement accounts with minimal fiduciary risk and liability through our partnership with LeafHouse.

Contact: 

Matt Dunlap

mrd@welladvisedk.com

412-237-2126