Financial Pulse
Like a GPS, Financial Pulse answers the question, "Where am I right now?" Financial Pulse allows you to:
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Measure your financial health through a scorecard of key health indicators
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Track your progress through quarterly reports
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See all your accounts in one hub
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With your permission, we can also access your scorecard & offer personal insights when you schedule your quarterly Financial Pulse review. (based on availability)
Key Health Indicators
Specific health indicators are tracked on your scorecard. If you can catch potential issues early, you can make the necessary adjustments much more easily to avert future disasters.
Expertise When You Need It
As Financial Pulse members, you have 15 minutes every calendar quarter to engage with a financial professional to review your unique situation*. You may also "rollover" your unused 15 minutes each quarter, saving it for a 30-minute review twice a year or a 1-hour review each year. (Pro members can "rollover" and conduct a 2-hour in-depth review every two years).
* Timeslots are based on availability. Please schedule early.
Monthly Members-Only Webinars
As we continue to partner on improving your financial health, we offer monthly webinars to dive deeper into each health indicator and what they mean to you. These webinars not only help our Financial Pulse members to become more financially savvy, it also helps you to pull back and look at the big picture of your financial journey.
Monthly Members-Only Office Hours
We offer monthly office hours for members where you can drop in and ask questions in a much more intimate setting. Office hours do not count toward your 15-minute quarterly reviews. This is just another way for you to engage with us to make sure you're on the right track.
Discounts!
As a Financial Pulse member, you'll also receive discounted pricing to future services with Reach One Teach One Financial, potentially saving you hundreds or thousands of dollars. Services available to be discounted include:
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Developing a Financial Roadmap
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Hourly On-Demand Advice
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Holistic Financial Planning (Initial Plan Development)
Pricing
We've designed Financial Pulse to be accessible, affordable, and simple to understand.
Two membership tiers are available.
Mobile App to your Financial Vitals
Account Aggregation
Quarterly Progress Reports
Personalized
One-Page Plan
Monthly Members-Only Webinars
Monthly Members-Only Office Hours
$299 Setup Fee
Quarterly 15-min Advisor Review*
Rollover Unused Quarterly Reviews
Maximum Rolled-Over Minutes
Discounts for
Additional Services**
Basic
Wavied for New Members
n/a
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$47/mo
(billed quarterly)
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Pro
Wavied for New Members
60 minutes
20%
$97/mo
(billed quarterly)
* Based on availability
** For specific services only
View our complete Fee Schedule
Still have Questions?
Get in touch with us!