Finance Check-In Challenge

The Finance Check-In includes completing a meeting with a financial advisor to see if any adjustments should be made to your investment strategy. This annual check-in helps ensure your investments are aligned with your financial goals.

Challenge Details

  • Meet with a financial advisor: This can be someone new or your existing advisor, if you have one.
  • Review your investment strategy: Discuss if any adjustments are needed to meet your financial goals.
  • Get help finding an advisor: If you don’t have one, ask for recommendations or contact a brokerage for assistance.

Challenge Benefits

  • Peace of Mind: Meeting with a financial advisor gives you peace of mind knowing that your investments are on track and aligned with your current financial goals.
  • Personalized Strategy: A financial advisor can create a personalized investment strategy based on your individual needs and risk tolerance, helping you make informed decisions and potentially maximize your returns.
  • Confidence in Your Future: Understanding your financial situation and having a plan for the future can give you greater confidence and control over your financial well-being.

Implement Challenge with Wellness360

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Why We Chose Wellness360

After two years of searching for the right wellness platform for our organization, we finally chose Wellness 360. Their competitive pricing, solid customer service, and willingness to meet our specific needs made it an easy decision. They have helped us navigate through both the learning curve of the admin side and the roll out to our 9,000 associates. With a less than 24 hour response time for emails and issues, they fully address our concerns and questions no matter how small. I highly recommend Wellness360 as a wellness vendor.

Jessica Morris, ATC, MBA,
Wellness Manager, Target Health,

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