“No matter your income, wealth, or situation, everyone needs a plan.”
Financial Health Monitoring
Monthly monitoring and accountability on financial health vitals indicators
Complimentary Estate Plan
Create and maintain your documents powered by the intuitive platform, Wealth.com
College or Debt Optimization
Annual analysis to help employees address biggest past or future debt pain point
Financial Health Vitals
Ongoing monthly monitoring of a set of financial indicators provide a clear view of employee's financial health vitals to help with confidently answering:
- Are you taking the right amount of risk?
- Do you have the right mix of assets?
- How much wealth do you need to sustain your retirement?
- Are you using your income wisely?
Create, Visual, & Manage Dynamic Estate Documents
A comprehensive digital estate planning solution, to help employee with creating their estate documents at no cost while a client of Investably.
Choice of College Savings or Debt Savings Analysis
Annual analysis in addressing employee's biggest financial pain point i.e. selection of either college savings or debt optimization analysis
Service Fees for Employee's Financial Wellness Program
Note: Applicable initial one-time; not recurring
Monthly Flat Fee
Note: Applicable to small business with under 20 employees
Note: Applicable to small business with 20-100 employees