Financial Wellness Consulting

Providing financial wellness expertise for organizations to drive successful solutions, and helping individuals to become more financially secure.

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Who We Are

Financial Wellness Consulting, LLC (FWC) has extensive expertise in establishing financial wellness programs that assist people in becoming more financially secure. Our experience is rooted in working with thousands of firms, including 40% of the Fortune 500 companies. Employee Benefit firms, Financial Wellness vendors/platforms, Financial Advisory firms, Brokers/Consultants, Corporations, Non-Profits and Private Equity firms can all benefit from expert counseling.

What We Do

We work closely with you to understand your business and needs. Using a project or “statement of work” approach, we then develop a specific plan to support your desired end goals.

How We Work



Using a fact-finding approach, we gain a foundational understanding of your business, opportunities and goals.


We develop recommendations and suggestions specific to your business, clearly identifying what is needed to succeed and scale.



We develop the plan to launch and/or evolve your program and drive adoption/growth.


We stay involved to gauge results, measure progress and adapt the program/solution, as needed.