Plain answers about how Wellward works.
We organize the money side of life. That means assessing where you stand, building a prioritized plan, running scheduled check-ins, and coordinating qualified tax, legal, and financial specialists whenever your plan calls for specialized work.
No. wellwardadvising.com is not a financial consultant, financial advisor, or legal advisor. We provide guidance, structure, and coordination — and we refer matters that require specialized expertise to qualified professionals.
Every program carries a flat, published price, listed on our Services page. Engagements start with the Initial Consultation at $299.99. We accept Visa and Mastercard, and all prices are in U.S. dollars.
You may cancel any program at any time by calling 1-866-978-4795 or emailing help@wellwardadvising.com. Refund requests are confirmed within 30 days and typically appear on your statement within one to two billing cycles. See our Refund Policy for details.
We go through your current picture — income, obligations, goals, and worries — then sketch a first-priorities roadmap together. You leave with concrete next steps whether or not you continue with a larger program.
Individuals and families who want order: people heading toward retirement, juggling education costs, repairing credit, or organizing an estate or inheritance. If your money life feels scattered, you are exactly who we built this for.
Anything else? Call 1-866-978-4795 or email help@wellwardadvising.com.