WellCents Holistic Financial Wellness
WellCents is a comprehensive, holistic financial wellness solution designed to help you create confidence in your financial life. MarketStar’s goal is to help you develop a real-life action plan to move you toward being financially well, and in turn, help you secure a financially sound retirement.
Budget & Spending
Saving for retirement is very important, but many people feel they can’t spare the money to participate in a retirement plan or even create a basic savings account. Retirement plan consultants suggest that the first step is to create a budget. Once you figure out where your money is going, you can look for ways to save more.
One-on-One Meeting
How often do you get to speak with an advisor about all of your financial needs and goals? Now is the time to take advantage of this amazing opportunity.
It all begins with a brief 5 minute online Personal Financial Wellness Assessment. Once you take the assessment you will receive a
customized analysis of your current financial situation and recommended steps to help improve your position. It will also provide
links to resources, articles, checklists and calculators designed to improve your financial literacy.
Take Your Financial Wellness Assessment
Business Code: MARKETSTAR (Code only needed with the app)
Download the app by visiting the Apple Store or Google Play.
Get started today! Check online for dates of upcoming individual WellCents appointments
