Pro Financial Health: Adaptive and Personalized Financial Wellness

What is Pro Financial Health?

Pro Financial Health is an easy to use, adaptive and personalized digital Financial Wellness platform.  Their mission is to improve the Financial Health of every life they touch. Pro Financial Health believes Financial Wellness is planning sensibly for your short-term needs while maintaining focus and efforts towards your long-term financial goals. It’s simply not enough for an individual to start a plan without consistently managing it over time while measuring progress.

The Pro Financial Health platform can be white-labeled to fit your organization's branding. Language capabilities available to service a broad user-base. 

Watch the 2-Minute Video

The Pro Financial Health Education Experience

Financial Literacy Library

A full suite of games, interactive calculators etc. 

Articles & Videos

Hundreds of Articles and Videos focus on helpful topics such as personal finance, career development assistance and retirement. Specific content “pushed” according to user profile. New content added regularly. Region specific content available. 

Community Forum

A peer-to-peer and peer-to-expert Q&A forum addressing the entire spectrum of issues faced by individuals regarding personal finance (optional).

Extensive and Customizable Real-time Reporting

Extensive set of reports available to designated personnel accessible via the Pro Financial Health administrator console and can be downloaded in a variety of formats.

Mobile Device Capability

For all users.

Dedicated Expert to Monitor Community (daily) and Answer Questions

The Community is a forum for users to ask questions and discuss topics of their choice. The Pro Financial Health monitor will ensure appropriate content and delete inappropriate material.

“Chat” Feature (optional)

Individuals can ask any pertinent financial question that will be answered via live chat or within 24 hours if no one is available. If question is retirement or employment account-related, question can be forwarded to designated recipient. (additional fee for Chat and/or telephone communication via Certified Personal Financial Counselors, additional fee for Financial Advisor access and/or coaching).

Pro Financial Health

Financial Advisor Services (Full Service)

  • One-on-One Financial Advisor Consultations
  • Personal Risk Assessment
  • Portfolio Risk Assessment
  • Debt Analysis
  • Financial Plan Development
  • Investment Management
Financial Advisor Services