Help Your Employees
Take Control of Their Money

(and become happier, more reliable and more productive employees in the process)

The Wealth Health Employee Benefit package is a low-cost, easy-to-implement program that combines cutting-edge technology with professional, fiduciary financial advice. Give your employees the tools they need to take control of their money, reduce debt and improve their overall Quality of Life.

Less Financial Stress at home means employees who are more focused, happier and able to contribute more time and energy to their work.

All of this for just $25 per month per employee!

Call 805-476-0333 or Click for More Information

Team Members Get

Great Technology Tools

Wealth Health Index

Identify and Address
Financial Stressors.
Track Progress.

Cash Flow Hydrant

Monitor Cash Flow & Spending without Pain, Sacrifice or Self-Discipline.

Advizr Planning Portal

All your financial info in one place. Plan for large purchases & goals.

Riskalyze Portfolio

Manage investments in alignment with long term plan and your risk profile.

Professional Analysis & Advice

Cash Flow / Debt
Goals / Large


Wills & Trusts
Lifetime Legacy


Our tools get all your personal finances into one place then distill that information into a few simple Wealth Health Keys. You’ll quickly know what’s going on with your money every day and what you want to do about it.


When you know about the best financial levers and what they can do, it’s easy to take control of your money. Want even more control? You have access to a professional, fiduciary advisor up to 4 hours a year to guide you.


It’s no fun working on something if you can’t quickly see results. We’ve built Rapid Positive Feedback into every step of our process. Just 2-3 minutes a day can greatly improve your Wealth Health and Quality of Life.

The Employer Gets

Your team members will be more in control of their personal finances and less stressed about money. They will naturally be better focused, more productive at work and happier.

We take care of everything from enrollment and setup to tech support for our software tools and meetings with our fiduciary professionals on the employee’s time (not yours) plus additional educational resources. All of this is done without product sales or conflicts of interest and for a cost of just $25 a month per employee.