Exam Follow Up

What to Expect

The journey to financial wellness doesn’t end with your Wallet Wellness Exam—it’s just the beginning. Our Financial Treatment Plan Follow-Up Appointment is an essential next step, designed to ensure you are on the right track and fully equipped to implement your personalized financial treatment plan. What to Expect: • During this follow-up of your Wallet Wellness Exam, we’ll review and discuss your comprehensive financial treatment plan. This is your opportunity to ask questions, clarify any doubts, and gain a deeper understanding of each recommendation and action item. • Sometimes financial treatment plans may not be a great fit. In this session, we’ll identify any challenges you’ve encountered in implementing your plan and provide practical solutions to overcome them. • Walkthrough of our client app and portal for continued support This follow-up appointment is a critical component of your financial health journey, providing you with continued support and guidance. Schedule your follow-up today to ensure you start achieving your financial goals.