This article highlights the complexity and delicate balance financial wellness programs require in order to be beneficial to both the client/prospect and the advisory service. Financial wellness programs are about more than just offering generic financial education; they’re beginning to focus more on the customization that financial planning requires.

Escalante emphasizes the importance of customization in addressing the ever-changing landscape of people’s financial needs and goals as they move through life. From building relationships with prospects through group meetings and webinars to offering multiple forms of contact—such as coaches, educators, and traditional financial advisors—the new age of financial wellness programs is optimistic for everyone involved.