Prescription without diagnosis is malpractice.
Personal finance is regularly noted as more uncomfortable, and difficult to discuss than death, politics, or religion. Not here. We use the Financial Wellness Review to dissect your finances and provide our honest, objective feedback and recommendations.
How We Work
Let’s schedule some time to chat about you, your needs, and the ways that wHealth may be able to help!
Financial Wellness Review
A 2-4 hour meeting where we dissect the most granular details of your household finances and provide our recommendations.
Ongoing Financial Planning
Full implementation, proactive planning, and ongoing monitoring of your financial life.
Should I refinance my student loans? How much house can I afford? Can I live on my investment portfolio?
Let’s discuss your priorities, your values, and the life you want. No cookie-cutter advice!