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.
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
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
Get up to 100 hours / year of non-billable time from your advocate
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.
Educational courses & other useful knowledge.
Make progress with actionable challenges.
Complete financial wellness milestones.
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.
Discover & experience the progress you can make working with us
Provident Living Financial Services & its financial advocates reserve the right to terminate or change the availability & criteria of these promotions without notice.
All initial suitability consultations are at no cost
We're often in demand. You may therefore need to join our wait list.