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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

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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.

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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.

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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 

 
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SERVICES

 

Investment Management Services

Get your money on the same page as your priorities & dreams.

Finique

Our popular flagship turn-key investment management offering

Reve

One-time employer retirement plan advice for a flat-fee.

Open

One-time advice on any

account held anywhere.

Starter

Get Velvet with no advisory fee if household balance is < $10,000.

 

Financial Wellness Services

Resources to help you achieve financial progress & happiness for less than you might think

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Organize & Track

Monitor your entire financial life from a secure dashboard

Financial Planning

Evaluate, create & checkpoint a roadmap for financial success.

Welfie+

* Learn, act, & achieve with this ultimate financial wellness toolkit.

Advice & Advocacy

Stuck, unsure, have a big idea or wishes, or need accountability?

*  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.

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Business Owners

We can help improve continuity, tax-efficiency, strategy, & more.

Advisor-2-Advisor

Collaborative & creative ideas with reliable & easy execution.

Group Welfie

Provide the tools & advocacy that help promote financial happiness

Retirement Plans

Employer-sponsored retirement plans optimized for value & tax.

 

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.

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Highly Customized Portfolios

Bespoke portfolio management based on personal preferences

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More Attention

Get up to 100 hours / year of non-billable time from your advocate

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Gift Status

Provide family with cost-saving financial wellness perks

 
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STATUS WITH US = WELFIE+ ON US

Make progress with Welfie+ in 8 financial wellness categories with premium subscriber-only content.

HOW TO GET STATUS
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Learn

Educational courses & other useful knowledge.

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Act

Make progress with actionable challenges.

Acheive

Complete financial wellness milestones.

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More

Financial planning tools to help you on your way.

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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

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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.

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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.

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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.

 
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GET STARTED

All initial suitability consultations are at no cost

We're often in demand. You may therefore need to join our wait list.

Which services are you interested in?

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