Financial Wellness
Financial Planning meets Financial Wellness
Bring financial wellness to your workplace and your life.
It’s time to think differently about benefits. At Strategic Wealth Design, we’re combining personalized financial planning with innovative technology to bring financial wellness to your workplace and your life. Whether you’re an individual or an employer, we make it simple to take control of your financial future.
Financial stress is real—and costly.
Financially stressed employees can cost businesses as much as 20% of annual payroll through lost productivity, absenteeism, and turnover. At the same time, 90% of employees want access to financial planning benefits—but only a fraction receive them.
Let’s change that:
- 83% of people who set financial goals feel better about their finances in just one year
- Households with a financial plan are 2.5x more likely to save enough for retirement
- Employers can expect a 1–3x ROI on financial wellness investments
What You Get: Next-Level Financial Wellness
Modern tools. Personalized guidance. Measurable results.
Content
Our process is powered by Savology, a leading financial wellness platform, to deliver:
- ✅ Personalized financial plan tailored to each employee
- ✅ Comprehensive report card with grades across 10+ financial areas
- ✅ Action items prioritized to your unique situation
- ✅ Integrated financial literacy courses to deepen knowledge
- ✅ Interactive planning modules to enhance engagement
- ✅ Simple onboarding process that takes just minutes to start
Your team gains confidence and clarity. Your organization gains happier, healthier, more focused employees.
How It Works
Start. Learn. Grow.
At Strategic Wealth Design, we understand that dentists have unique financial needs, and we tailor our services accordingly. Here’s how we help dental professionals thrive:
Step 1
Complete a short onboarding survey
Employees create an account and get instant access to their plan.
Step 2
Receive a personalized plan and report card
With clear grades, financial duress score, and action roadmap.
Step 3
Engage with interactive learning tools
Videos, quizzes, and literacy courses help deepen understanding.
Step 4
Track progress
Progress dashboard and custom action center help employees stay on course.
Who It’s For
We serve people—at work and at home.
Whether you're a growing organization or a goal-oriented individual, financial wellness should be accessible, affordable, and effective.
Employers:
- Enhance retention, productivity, and recruiting
- Show you care about your people’s futures
- Enjoy a high-ROI, low-cost benefit
Individuals:
- Get peace of mind with personalized guidance
- Improve savings, retirement, and debt management
- Take control of your money—on your terms
Why Strategic Wealth Design
Built on trust. Backed by experience. Powered by technology.
At Strategic Wealth Design, we’ve spent years helping people create tailored financial plans. With our new financial wellness platform, we’re bringing that expertise into a modern digital experience—so more people can access the tools and guidance they need to succeed.
We’re here to make financial planning not just something you have—but something you understand and use.
Pricing
Modern tools. Personalized guidance. Measurable results.
Whether you’re an individual or an employer, we make it simple to take control of your financial future.
1-25 Employees
- Base Price: $300
- Account Aggregation & Credit Monitoring: $50
- Custom Site & Portal Per Month: $100
- Financial Coaching: $300
26-50 Employees
- Base Price: $500
- Account Aggregation & Credit Monitoring: $100
- Custom Site & Portal Per Month: $100
- Financial Coaching: $500
51-99 Employees
- Base Price: $750
- Account Aggregation & Credit Monitoring: $200
- Custom Site & Portal Per Month: $100
- Financial Coaching: $750
100-250 Employees
- Base Price: $1500
- Account Aggregation & Credit Monitoring: $300
- Custom Site & Portal Per Month: $100
- Financial Coaching: $1550
251-500 Employees
- Base Price: $2500
- Account Aggregation & Credit Monitoring: $500
- Custom Site & Portal Per Month: $100
- Financial Coaching: $2500
500+ Employees
- Base Price: Custom
- Account Aggregation & Credit Monitoring: Custom
- Custom Site & Portal Per Month: Custom
- Financial Coaching: Custom
1 - Custom Site has a $500 Setup Fee.