Your Personal Financial Wellness Coach
AI-powered guidance that helps individuals and families make smarter retirement and financial planning decisions.
Schedule a DemoDesigned like a financial therapist: practical, empathetic, and action-oriented.
WhealthChat's Financial Wellness Coach's AI-powered recommendations and coaching tips are derived from expert insights, clinical practice, and multi award-winning content — not Internet searches.
The greatest threat to the financial and retirement security of most adults is not a stock market decline, inflation, or a recession. It's their behavioral, cognitive, and physical health.
Financial wellness means more than good money management. It’s about managing emotions, being prepared for major life events, and knowing when and where to get help.
Grounded in a methodology developed by Dr Chris Heye and published in the Journal of Financial Planning.
- AI-Powered Communication Coaching Tips
- Clinically-Informed, Curated Knowledge Base
- Client Persona Identification & Matching
- Conversation Practice Simulator
- Client Conversation Scenario Planner
- Objection Handling Engine
- Behavioral Assessments
Recommendations and coaching tips are informed by clinical practitioners in the fields of cognitive and behavioral psychology and experts in financial planning and healthcare.
Its personalized, AI-powered coaching guidance is derived from expert insights and multi award-winning content — not Internet searches.
One more thing… client-facing chatbots that educate, coach, and facilitate more productive advisor conversations.
- AI-Powered Health & Wealth Coaching
- Personalized "Next Best Action" Plans
- Estate & Inheritance Readiness Planning
- Longevity & Long-Term Care Calculators
- Family Conversation Guides
- Decision-Making Capacity Assessment
- Living Transitions & Caregiving Guidance
Make It Your Own
WhealthChat can be fully white-labeled and its AI model customized and trained on company-specific research findings, marketing materials, and other compliance-approved content.