Financial Wellness

Financial Wellness is not about money; it's about decision making.  That philosophy is central to the objective of the Waddell & Reed Financial Wellness Program, which helps build awareness of where you are financially, provides education for establishing financial goals and empowers you to change your behavior to achieve your goals through the choices you make as part of the financial planning process.




Establishing and maintaining healthy spending and saving habits is as important to one's well being as proper nutrition and regular exercise. You can achieve financial wellness – the balance between living responsibly today and planning wisely for tomorrow.