What is the WellthClub™?

A community of money-smart professionals actively seeking good health from a financial perspective. 
Research tells us that health plays significant roles in retirement, including: 
  • Healthcare is the 'wildcard' in financial planning, making it difficult to anticipate and the number one financial worry for retirees. (2014 Age Wave/Merrill Lynch)
  • A health problem is the number one reason for early, unplanned retirements. (2014 Age Wave/Merrill Lynch)
  • Good health is the number one ingredient for a happy retirement. (2014 Age Wave/Merrill Lynch)
  • 96% of retirees say that health is more important than wealth when it comes to a successful retirement (2021 Age Wave/Edward Jones)​

How Does It Work?

Members are assigned a coach and given access to a private portal & peer community where they learn to cultivate a "Wellth Mindset" and apply a financial framework to their health. There are program options starting at 1 session up to 1 year. 

Learn and Communicate with Your Coach in the HIPAA-Compliant Web/App Portal

Your private portal is where you get access to the on-demand modules, where you can talk to your coach, register for webinars, log your journal entries, and request sessions.