How It Works

An intuitive experience that turns financial questions into clear guidance and practical next steps.

How It Works

Our Financial Wellness Coach is designed to be simple, supportive, and action-oriented. Individuals and families can start by choosing a topic or asking a question. They receive clear guidance and practical next steps they can follow over time. The experience is built to reduce stress and improve follow-through, especially during stressful life events.

The Financial Wellness Coach provides basic educational guidance and planning support. For specific legal, tax, or investment advice, individuals and families should consult with qualified professionals.

The experience is simple

Choose a topic or ask a question
Get clear guidance and next steps
Follow through with practical actions over time

Topics Covered

A broader definition of financial wellness

Financial wellness means more than good financial management. It’s about managing emotions, recognizing biases, being prepared for major life events and transitions, and knowing when and where to get help.

The recommendations and coaching tips generated are derived from expert insights, clinical practice, and award-winning content, and not Internet searches.

Key topics include

Retirement planning and retirement income decisions
Healthcare costs and caregiving preparation
Estate and inheritance planning basics
Major life transitions and unexpected events
Decision-making support during stressful periods
Behavioral guidance to reduce common financial mistakes

Tools & Resources

Financial Wellness Coach combines AI-powered guidance with practical tools that help individuals and families take action. These resources are designed to improve follow-through, reduce overwhelm, and support better decision-making over time.

All tools can be accessed directly through the Financial Wellness Coach's easy-to-use, chatbot style interface.

Avaiable tools include

Checklists that help organize important tasks and documents
Conversation guides and scripts for discussing sensitive topics with family members
Planning calculators for estimating key decision-making inputs
Needs and goals assessments to clarify priorities and next steps
Behavioral assessments to identify decision-making risks and biases