SAVVY FINANCIAL WELLNESS™
Saver the moment.
PLAN YOUR EVOLUTION
Where financial literacy meets real life.
We elevate energetic working women and families to maximize your money through planning, passion, and portfolios. Personalize your strategy and reimagine retirement so you can care for your family while living your desired lifestyle. Access licensed financial professionals and take the journey together.
SAFELY GROW ASSETS
Transform your finances to secure long-term savings growth, pay for college education, and cover family home healthcare, even if you have some basic resources in place with your employer.
ELEVATING EMPLOYER BRANDS
Savvy serves as a trusted partner to innovative organizations that have progressive workplace cultures. We help elevate your employer brand by using credible, no-risk financial growth incentives as hiring tools that attract world-class diverse talent.
FLEXIBLE LIVING
Many women sacrifice their standard of living because they have underestimated the finances needed in retirement. Social security is not intended to cover all we need. Partner early with a licensed financial professional to collaboratively plan your work-optional and retirement lifestyle together.
SMALL BUSINESS & CLINICAL PRACTICES
Business and clinical practice owners are responsible for their own financial security. You need financial solutions to support long-term financial growth, retirement, retention of staff, and succession planning. Plus, women and families lose income when we are unable to work or run our business due to illness. Medical debt is a leading cause of bankruptcy. Make sure you have protections in place to pay yourself and your family during unexpected times.
FOUNDATION DEVELOPMENT
We understand the crucial role that a strong donor community plays in sustaining and expanding the reach of your foundation and university. Savvy specializes in helping foundations build and nurture a dedicated community of supporters while leveraging innovative financial and planned giving strategies for sustainability.
SAVVY PARTNERS
WHY FINANCIAL WELLNESS MATTERS.
Freedom awaits.
According to Purdue researchers, high levels of financial stress, as with other stressors, can manifest itself through physical symptoms such as anxiety, headaches/migraines, compromised immune systems, digestive issues, high blood pressure, muscle tension, heart arrhythmia, depression and a feeling of being overwhelmed.
We carry so much responsibility as high performing women. The Savvy Team is here to help you reduce anxiety, create clear financial goals, and develop a path for personalized financial growth with safer strategies. Restore yourself with a holistic approach to personal finances.