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Your Personal AI-Powered Health and Wealth Coach

AI is revolutionizing the way we plan for and manage our health and finances. Unlock the potential of tomorrow's technology today.

New! Training Classes!

Check out our innovative, expert-informed training classes for financial professionals and employees.

Make Smarter Choices

Clinically-based coaching empowers safer, more informed, and more cost-effective decision-making

Determine Next Steps

Personalized recommendations quickly prioritize responses to health events and financial challenges

Have Better Conversations

Clinically-based conversation guides facilitate family discussions on "difficult" topics

Get Organized

Holistic guidance helps reduce complexity, simplify finances, and alleviate stress

Leverage Engagements

AI-powered knowledge repository enables more productive interactions with financial, legal, and healthcare professionals

Smarter Decisions. Superior Plans. Better Conversations.

GPT model trained using research and advice from experts in financial planning, geriatrics, and mental and behavioral health

Calculators estimate life expectancy, expected number of long-term care years, and cognitive impairment likelihood

Health and financial event troubleshooting algorithms help determine what to do next

Clinically-based behavioral assessments identify at-risk behaviors, cognitive issues, and financial literacy gaps

Health and wealth planning guides provide step-by-step instructions

Downloadable reports, checklists, conversation scripts, and planning guides make sharing easy

Enterprise Licensing and Customization

Enterprises can purchase licenses for unlimited distribution to clients and/or employees.

Customization options include GPT model training, company content integration, and white-labeling.

Financial professionals – Facilitate more productive client engagements, enrich the client experience, and enhance loyalty and trust.

Employers – Help educate employees on the importance of health and wealth planning and demonstrate that you are dedicated to their financial, physical, and emotional wellbeing.

Benefit providers and consultants – Enhance product offerings by adding an innovative AI-powered health and wealth coach with broad applicability for benefit recipients.

WhealthChat

WhealthChat is your personal advanced-AI assistant for better conversations and improved decision-making. Powered by a generative AI model trained using content authored by experts in financial planning, geriatrics, and mental and behavioral health. WhealthChat helps you feel more confident about your personal finances and healthcare plans... and improves the safety and quality of your decision-making.

Questions? Let us know.