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Financial Wellness

Financial Health Plan

The Financial Health Plan focuses on your overall financial wellness, with an emphasis on cash-flow budgeting, savings and planning. This financial deep dive helps you achieve financial goals while developing better spending habits and behaviors to boost your financial health and wealth. Whether it’s buying a house or preparing for retirement, this session will equip you with a customized plan and the necessary tools to help you reach your financial goals and have true path to wealth creation.

What to expect: 

  • Financial Health Assessment: Full evaluation, including a financial health survey to gauge overall financial wellness
  • Experian Credit Report: Single bureau report with credit score to help understand credit worthiness
  • Personalized Cash-Flow Statement: Structures the inflows and outflows of money based on due dates and pay schedules
  • Personal Balance Sheet: Provides overall snapshot of wealth at a specific time period; calculates net worth
  • Debt Ratio Analysis: Used by lenders to determine how well monthly debts are managed and impacts ability to borrow
  • Savings Plan Projection: Forecasts timely deposits to meet established savings goals and create pathway to build wealth
  • Customized Action Plan: Personalized action steps to help develop better financial habits and ensure goals are achieved

Make today the day you get financially fit. Call Apprisen to schedule your Financial Health Plan session today or click on the link to request an appointment.

Session fee: $95. Fee may vary based on applicable laws and regulations





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Financial Stress Test

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Think your finances are looking good, but want to be sure? Maybe you are experiencing financial problems, but are not sure how bad they are. Take the Financial Stress Test to find out where you stand.

Apprisen wants to help you take control of your financial future. Get started now by choosing one of our comprehensive and confidential ways to help you get back on track with your finances.

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