SEE HOW WELA FITS YOUR FINANCIAL NEEDS:

The
Newbie AGE: 27

The Growing Family AGE: 30s

Careers & Kids AGE: 40s

The Empty Nesters AGE: 50+

The Self-Starter AGE: 31

FINANCIAL GOALS

Build emergency
reserve

Pay off
student debt

Long term
plan

What am I supposed to be doing with my money?

New to adulthood, the Newbie turned to Wela to help decipher her 401(k) and set financial goals that will put her on the right path. She likes knowing she has a digital advisor to help her as her earning potential grows

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FINANCIAL GOALS

Saving for
college

Minimzing
taxes

Investing
in real estate

Are we making the right investment choices?

Wela helps The Growing Family set up college savings accounts for their young kids. While they’re preparing their kids for tomorrow, Wela helps them minimize their taxes for today. They’re also emailing with Wela to strategize purchasing the lake house they’ve been eyeing

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FINANCIAL GOALS

Saving for
college

Saving for
retirement

Family
vacation

How do we organize our finances?

Wela helps career-oriented parents work financial planning into their busy schedules. Wela helps them sort out their multiple savings goals and varying timelines so they have a game plan they understand and goals they can track.

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FINANCIAL GOALS

Retiring
on time

Traveling
more

Paying off
debt

How do we get to retirement on time?

Wela helps the Empty Nesters figure out what they have saved already and how much they’ll need for retirement. Wela Strategies manages their investments as they seek to pay off debt and get to retirement on time.

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FINANCIAL GOALS

Retiring
on time

Traveling
more

Paying off
debt

How do I grow my money?

Wela allows Self-Starters to track changes to his finances all in one place and create an investment strategy that’s designed for growth. As he considers buying his first home, Wela helps him determine how much home he can afford and set goals to save.

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Everyone needs a plan

Sign up for your free Wela account and receive a personalized game plan for how you can improve your finances. Set realistic goals and track your progress as you conquer the three financial planning pillars.

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PILLARS OF
FINANCIAL PLANNING

#1 Create an emergency reserve

#2 Pay off
your
debt

#3 Implement investment strategy

app

Roth IRA

Portfolio

401k

Mortgage

College Savings

Gain a holistic view

See your full financial story by securely linking your accounts with Wela. We can then give you recommendations on savings, investments, taxes, time horizons, and goals based on your unique financial situation.

SEE HOW IT WORKS

Take it to the next level

If you prefer giving someone else the reins, we manage investments for clients of all income-levels and financial goals through our Own Your Age ETF solutions. Wela Strategies manages your accounts, in your name, at a trusted custodian.

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DIGITAL ADVISOR

HUMAN ADVISOR

INVEST

See what people are saying

Thousands are using Wela to get out of debt, save for college, plan retirement, and more. Our customers get a personal experience backed by the powerful Wela app.

"YourWela should be in the digital rolodex of anyone concerned with their financial health (which should be everyone)."

HYPEPOTAMUS

"YourWela provides a level of one-on-one attention lacking from many online-only financial service providers."

HYPEPOTAMUS

"People can also ask financial planning questions about, for example, debt or expenses – and an advisor will weigh in with a complimentary written recommendation or video chat."

THINKADVISOR

"A free tool that lets people assess their current portfolios, develop an investing strategy and ask human advisers questions via chat or phone calls."

WALL STREET JOURNAL

Tune in

What the Finance? powered by

How did the Dow Jones start? What causes broke lottery winners? Listen to Wela’s own Matt and Eddie as they add a little intrigue and fun to money and finance. Wonder what you could learn about your finances from celebrity bankruptcies? Check out the What The Finance? Podcast.

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IN-DEPTH OUTLOOK ON YOUR
FINANCIAL SITUATION

MADE BY WELA STRATEGIES ADVISOR

Start with a free personalized game plan

Get a game plan developed by one of our Wela Strategies advisors based on your unique financial situation.

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