whealthcare report 13

A Pandemic Action Plan for Financial Advisors

Posted by Steve Gresham on Mar 20, 2020 10:13:43 AM

Help your client help you right now - and reap the benefits.

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Financial Wellness Planning in the Age of COVID 19

Posted by Chris Heye, PhD on Mar 18, 2020 9:54:26 AM

Perhaps at no point in US history has the connection between physical health and financial wellness been made so starkly clear. The outbreak of COVID 19 has financially affected virtually every person and every organization in this country – students, workers, retirees, companies, governments, and the economy as a whole.

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How to pick a health care surrogate

Posted by Chris Heye, PhD on Aug 27, 2019 4:03:18 PM

We have all heard the stories – accidents, sudden illness, or slow decline taking away a person’s capacity to make their health care or financial decisions. Unfortunately, few people have taken the time to appoint someone as health care surrogate to act on their behalf in these situations. And only a handful of people have discussed their wishes with their surrogate. Picking your health care surrogate requires some thought.

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A Whealthcare User Experience: Leila Dudley

Posted by Chris Heye, PhD on Jul 29, 2019 7:30:00 AM

One comment I hear from potential users is they can’t help clients plan for aging because they don’t have medical training. Whealthcare tools were developed specifically for non-medical advisors to comfortably plan for the challenges of aging clients.

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A health and longevity planning blog


Chris Heye, PhD

Whealthcare Planning Founder

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