Physicians often recommend having periodic medical exams or “wellness visits” to maintain good health.

The Financial Wellness Program works in much the same way as a routine physical check-up.  Every quarter we focus on a particular financial topic or theme, and we review it with each participant on an individual basis.  This process allows the participant to address the topic in light of his or her own unique set of circumstances. Participants will receive recommendations for improving their financial well-being, where appropriate.

Gatesman Financial Wellness Topics (PDF)

Participation in the Financial Wellness Program is FREE!  Participants will be contacted by phone each quarter to discuss the current financial topic.  Face to face discussions are also available at no charge.  Simply contact us by phone or e-mail to arrange a time to meet.