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Financial Wellness Program

Financial Wellness Program Details

Program Overview

Our services include personalized financial guidance, discussions on the psychological impact of financial stress, and recommendations aimed at reducing or alleviating financial stress to enhance your overall financial wellness.

Eligible Participants

All employees, executives, owners, partners, and board members of the company.

Our Role

In addition to our seasoned Financial Consultants as your point of contact, the Commonwealth support team includes specialists who collaborate with us to deliver personalized advice and recommendations.



No fee is paid to our firm to utilize the Financial Wellness Program.

Instead of imposing a program fee, we invite you to make a donation to one of the charities we support. These organizations always appreciate any size donation.

You can find a list of charities below.

How to Get Started on Your Financial Wellness Journey:

Schedule an Initial Discussion

Schedule an Initial Discussion

  • Typically takes around 15 minutes, depending on your financial situation
Schedule Now
Fill out the Financial Wellness Kit

Fill out the Financial Wellness Kit

  • Primarily Yes/No Questions
  • Typically takes around 15 minutes to complete
  • This will automatically be sent to us upon completion
Fill Out Now
Schedule a Follow-Up Meeting

Schedule a Follow-Up Meeting

  • Choose between an in-person or video meeting to discuss the Kit in more detail 
  • Typically takes around 60 minutes, depending on your financial situation
Schedule Now

Most Common Topics Discussed:

We encourage people to ask us for advice about any financial topic. Some examples of the most common topics that people discuss with us are outlined below.

  • Caregiver & Special Needs Planning
  • College Education Planning
  • Deferred Compensation Planning
  • Elder Care Planning
  • Estate & Wealth Transfer Planning
  • Executive Benefits Planning
  • Executive Compensation Analysis
  • Investment & Portfolio Management Advice
    • Tax Conscious Investing
    • Fee Conscious Investing
  • Pension Optimization Strategies
  • Philanthropic & Charity Planning
  • Protection Planning & Analysis
    • Disability Income Planning
    • Pre-Mature Death Planning
    • Long-Term Care Planning
    • Medical Benefit Planning
  • Retirement Account Investment Advice
  • Retirement Planning (Pre & Post Retirement)
  • Social Security Income Planning
  • Stock Grant Advice
  • Stock Option Advice
  • Trust Planning

Potential Next Steps

  • Take Control:
    • Address your areas of concern and optimize your financial situation independently 
  • Get Tailored Advice
    • Engage our firm in providing specific guidance to address your areas of concern and optimize your financial situation
  • No Action:
    • Choose to do nothing and hope for the best, though proactive steps often lead to better outcomes.
Company Benefits

Company Benefits

Implementing an effective Financial Wellness Program can potentially help reduce employee stress, help reduce absenteeism, and make employees more productive. All of this can potentially save your company a lot of money in lost productivity annually.

We will handle the heavy lifting of establishing and maintaining your Financial Wellness Program. We will assess the different employee demographics within your company and use that assessment to promote awareness and engagement in the Financial Wellness Program. We will periodically measure employee engagement to track the program’s effectiveness, so you have confidence that your employees are receiving the competent advice they need.

We look forward to getting to know you and customizing a Financial Wellness Program appropriate for your company.

Commonwealth's team is well-rounded and consists of professionals and specialists who have specific expertise.

Commonwealth's team is well-rounded and consists of professionals and specialists who have specific expertise.

  • Members of the team have earned designations such as:
    • AIF Accredited Investment Fiduciary
    • CAIA Chartered Alternative Investment Analyst
    • CAP Certified Advisor in Philanthropy
    • CFA Chartered Financial Analyst
    • CFP Certified Financial Planner
    • ChFC Chartered Financial Consultant
    • CLTC Certified Long Term Care
    • CLU Chartered Life Underwriter
    • CPFA Certified Plan Fiduciary Advisor
    • FALU Academy of Life Underwriting
    • FLMI Life Management Institute
    • LLM Master of Laws in taxation with a focus on estate planing
    • JD Doctoral Degree in Law
    • PPC Professional Plan Consultant

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