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Financial Wellness
Check

How are you progressing with all the things you need to do?

How are you feeling about all the things you need to do? 

If you’re feeling overwhelmed, that’s perfectly normal.  There is work to do and, unfortunately, most of it will fall on you.  But you have a choice.  You can go it alone and wade through the mountain of things to do or work alongside someone who has the answers and advice that may keep you from making common – and often costly – mistakes.

Either way, if you take our Financial Wellness Check, in about five minutes you’ll have a better idea of what you’ve accomplished (and you should feel great about that!) and what still may lie ahead.  Your Financial Wellness Score reflects how well you are managing the financial, legal, and administrative workload nearly all widowed people face after the loss of a spouse.  Where are you in your journey?  Find out.  Get your score by clicking below.

Here’s how it works: 

  1. Answer the questions and get your Financial Wellness Score.  We never ask for personal information like your social security number or personal financial data.  You will receive an email with your answers and score for your reference.
     
  2. Schedule 30 minutes to speak with a FinancialCare™ Team Member.  Once you know your score, we encourage you to meet with one of our compassionate Care Managers to tell you more about our services and help you determine the level of service that is right for you. 
     
  3. No solicitation, no obligation, and no fees.  Our only goal is to get you the help and support you need during this difficult time.  You will never be solicited, obligated, or charged whether you’re just exploring our services or taking full advantage of them.
     
  4. Your information is confidential and never shared.  See how your privacy is protected.  Read our privacy policy.