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Financial Wellness Check
How are you progressing with all the stuff on your plate?
How are you feeling about all the stuff on your plate?
If you take our Financial Wellness Check questionnaire, in just a few minutes you’ll have a better idea of your financial health. Your score reflects how well you are managing the administrative, financial, and legal workload nearly all widows and widowers face after the loss of a spouse.
Here’s how it works:
- Answer the questions and get your score. We never ask for personal information like your social security number or personal financial data. You will receive an email with your answers and score for your reference.
- Schedule 30 minutes to speak with a representative. Whether you are struggling with one question or dozens, a compassionate and knowledgeable paraplanner can help you determine the level of service that is right for you.
- No solicitation, no obligation, and no charges. Our only goal is to get you the help and support you need during this difficult time. You will never be solicited, obligated, or charged whether you’re just exploring our no-cost services or taking advantage of them.
- Your information is never shared. See how your privacy is protected. Read our privacy policy.