Virtual Wallet Wellness Exam™️

What to Expect

-60 Minute One on One JUDGEMENT FREE Conversation with a Financial Physician™️ The Wallet Wellness Exam™️ is a measure of your financial wellbeing, or how well you're managing your finances. It's important to maintain good financial health in order to achieve your financial goals. A professional can help you manage your money, budget, and investments in order to achieve financial stability and success Here are 3 benefits of using a professional to help you manage your money: 1. Professionals are knowledgeable and experienced in the industry and can provide comprehensive suggestions to help you manage your finances in an effective and efficient manner 2. They can provide personalized suggestions to help you reach your financial goals 3. With their help, you can save time and money by not having to do the research and calculations yourself WHAT'S INCLUDED: - Your Financial Physician™️ will discuss your intake form in depth - Your Financial Physician™️ will provide resources & referrals to strengthen your financial profile FAQ's: WHICH TYPE SHOULD I SELECT AT CHECK OUT? -If you're a new client please select 'TALK TO A SPECIALIST' the Express option is for our existing clients who have an exam within the last 12 months WHO's THIS BEST FOR? - Everyone should have their finances looked at by a professional at least once a year to ensure you're on track and make any necessary adjustments * By scheduling this appointment you agree to be recorded. All calls are recorded for quality assurance and are confidential unless otherwise permitted by the patient