PURPOSE-DRIVEN
FINANCIAL ADVOCACY
... with a twist of creativity and compassion
Financial Advocacy Packages Available for Welfie+ Subscribers
WHAT TO EXPECT
Little things that make us...well us
LIFE WITHOUT UNDUE SACRIFICE
CREATIVITY TO HELP YOU LIVE, DO, & BE MORE
Helping enrich the lives of our client family & helping make possible what was once seemingly out of reach give us great fulfillment.
COUNT ON US TO BE THERE
EXPECT COMPASSION IN DIFFICULTY
Facing crisis or change such as retirement, tragedy, a big win, or worrying times? You don't need to navigate it alone.
WORRY LESS - WE'VE GOT YOUR BACK
EXPECT TOTAL FINANCIAL ADVOCACY
Anywhere life & money meet, we endeavor to have our clients' back & enrich their lives as an essential partner
AUTHENTIC RELATIONSHIPS
EXPECT A SPECIAL BOND TO DEVELOP
Of the many we meet in life - few become special to us. Our mission to become one of the "few" for each of our client family was inspired by a coffee commercial.
OUR INVESTMENT IN YOU & YOUR FUTURE
EXPECT STATUS-BASED REWARDS
Earn money-saving financial wellness perks & discounts based on balance, savings rate, loyalty, or purchased status.
Purchased status is deeply discounted for all Welfie+ subscribers
SERVICES
Investment Management Services
Get your money on the same page as your priorities & dreams.
Financial Wellness Services
Resources to help you achieve financial progress & happiness for less than you might think
* Welfie+ is provided by an independent 3rd-party service offering, may not yet be available, & their views are their own & not endorsed by Provident Living Financial Services, Inc.
Employers & Groups
Show some extra love for your valued employees, customers, members, or business.
PORTFOLIO > $1 MILLION? CONSIDER VELVET VIP
Have > $1 million Velvet balance? Get more with an optional VIP relationship with additional time, attention, & perks.
Small business owners, high income earners, & those with other priorities or have little time may find a good fit.
Highly Customized Portfolios
Bespoke portfolio management based on personal preferences
More Attention
Get up to 100 hours / year of non-billable time from your advocate
Gift Status
Provide family with cost-saving financial wellness perks
STATUS WITH US = WELFIE+ ON US
Make progress with Welfie+ in 8 financial wellness categories with premium subscriber-only content.
Learn
Educational courses & other useful knowledge.
Act
Make progress with actionable challenges.
Acheive
Complete financial wellness milestones.
More
Financial planning tools to help you on your way.
Welfie+ is provided by an independent 3rd party but sponsored for qualifying clients by Provident Living Financial Services (PLFS). PLFS does not endorse nor is responsible for any content or services provided by 3rd parties.
CURRENT PROMOTIONS
Discover & experience the progress you can make working with us
COMPLIMENTARY STRATEGY SESSION
Requires > $500,000 in student loans
Let's come up with an aggressive game-plan to tackle your debt together as well as get your some resources to help move the needle faster.
GET A RETIREMENT / F.I. STRATEGY SESSION ON US
Requires > $1 million portfolio
Gather some information & we will spend up to 6 hours of non-billable time crunching numbers, evaluating strategies, & meeting with you to strategize your best foot forward.
INVESTMENT PORTFOLIO SECOND OPINION
Requires > $1 million portfolio
Do you understand what you are invested in & why? Does it feel optimal? Get a fresh set of eyes, insightful information, & actionable ideas in pursuit of improved confidence.
Provident Living Financial Services & its financial advocates reserve the right to terminate or change the availability & criteria of these promotions without notice.
GET STARTED
All initial suitability consultations are at no cost
We're often in demand. You may therefore need to join our wait list.