A personalized financial-wellness program that helps you understand your money, organize your obligations, build better habits, and work toward the goals that matter to you, with a coach keeping you on track.
Your finances. Your goals. Your way forward.
See where your money comes from, where it goes, and what your financial picture really looks like today.
Build a personalized strategy around cash flow, debt, credit, savings, and the goals you set.
Work the plan with recurring coaching sessions, progress check-ins, and someone in your corner.
Cash flow affects debt. Debt affects credit. Credit affects what's available to you next. Habits touch all of it. GET WELL looks at every piece together.
Financial trouble doesn't just show up on a statement. It shows up as sleepless nights, avoided phone calls, arguments at home, and the feeling that you'll never catch up. That weight is real, and it's one of the most common reasons people put off getting help.
GET WELL coaching is built for that moment. We meet you where you are, without judgment, and help you replace dread with a plan and small wins you can see.
How you got here matters less than where you're going. Your coach is in your corner, not keeping score.
Every plan starts with a few actions you can finish this week. Progress you can see is the best motivation there is.
Check-ins, reminders, and someone who notices when you've made progress and when you need a push.
Understand your current financial picture.
Identify priorities and get your financial information in one place.
Build a personalized financial-wellness strategy with your coach.
Work the plan with ongoing coaching, monitoring, and accountability.
Every client starts with the same honest questions. The answers become your plan.
Your financial health is made up of connected pieces. GET WELL is designed to look at all of them and help you work on the ones that matter most to your goals.
The monthly gap, positive or negative, drives everything else. We measure it first.
A realistic monthly budget built around your real bills and your real life.
Every bill and payment organized in one place so your budget covers them.
Reading your reports and understanding utilization and payment history.
Emergency savings targets measured in months of expenses, built one step at a time.
A home, a car, a business, or just breathing room. Goals set the plan; habits carry it.
Coaching is not a one-time lecture. We revisit your numbers, adjust the plan, and keep you moving.
Understand → Organize → Plan → Act → Improve → Get Well.
Complete the free Financial Wellness Assessment. It takes about 10 minutes and gives you a scorecard across six areas.
Meet your coach. Gather your statements, bills, and credit reports into your secure client portal.
Together you build a written Financial Wellness Plan: a budget, a payment calendar, savings targets, and goals.
Work the plan with recurring sessions, a short list of next actions, and progress tracking in your portal.
You enter your information once. It carries through every step.
Contact info and financial profile, then your Starting Point results.
A call with a coach to review your results and walk through the program.
Review disclosures and your Coaching Agreement, sign electronically, and set up payment.
Your client dashboard opens with your scorecard, goals, and document upload.
Your coach walks through the plan and sets your first three actions.
Recurring sessions, check-ins, and plan updates as your situation improves.
The Complete Wellness program combines coaching with the tools and education below. Your coach focuses on the areas your assessment says matter most.
Every client starts with the free assessment and a consultation, then works the full Complete Wellness program with a coach.
The full GET WELL coaching program for every area of your financial life.
Pay by bank account (ACH) or debit card monthly for 24 months. You may cancel at any time.
Before you enroll you receive your Coaching Agreement, payment authorization, and cancellation and refund policy to review.
Coaching fees pay for education and coaching services only. Results depend on each client's circumstances and actions; GET WELL Financial does not guarantee any particular financial outcome.
Plain-language education on the tools and programs that affect your financial life. Free for everyone, and a core part of every client's program.
Educational information only, not legal or financial advice.
Your coach can point you to free programs that help with everyday needs and money stress.
Free, confidential support 24/7 by call, text, or chat for anyone in emotional distress, including stress from money problems.
988lifeline.orgLicensed therapists at reduced rates for people who can't afford standard session fees.
openpathcollective.orgFree, confidential connection to local help with rent, utilities, food, and other basic needs.
211.orgFree financial readiness resources for service members, veterans, and their families.
militaryonesource.milThe official site for your free weekly reports from all three bureaus.
annualcreditreport.comFinancial problems rarely exist in isolation. Cash flow affects debt. Debt affects credit. Credit affects future opportunities. Habits affect every part of the picture.
GET WELL Financial brings those pieces together into one structured coaching process, built on two decades of hands-on experience helping everyday people with budgeting, credit, and money management. We've seen what keeps people stuck, and what gets them moving: a clear picture, a realistic plan, and someone checking in.
Financial wellness is the overall health of your finances: whether your cash flow covers your needs, how you manage debt and credit, whether you have savings for emergencies, and whether you're making progress toward your goals. It's a set of connected habits and numbers, not one score.
You start with a free assessment, meet with a coach, and build a written Financial Wellness Plan. Then you work the plan with recurring coaching sessions, action items, and progress tracking in your client portal.
You answer questions about your household, income, expenses, debt, credit, savings, and goals. You'll see a scorecard with your starting point across six areas and the priorities we'd tackle first. It takes about 10 minutes.
No. An approximate range is enough to start. Your coach can show you how to pull your free reports from AnnualCreditReport.com.
Yes. Budget planning and cash-flow management are at the center of the program.
Yes. We help you list your monthly obligations and due dates and build a budget and payment calendar that covers them. You stay in control of your own accounts and payments.
Yes. The program includes credit monitoring at no extra cost, provided through a third-party monitoring service under its own terms. Your coach helps you set it up and understand what you're seeing.
Recent pay stubs or income proof, a list of monthly bills, recent account statements, and your credit reports. You can upload everything securely in the client portal.
You can schedule up to 5 sessions per week (20 per month), Monday through Friday, and message your coach between sessions.
Yes. Most people who come to GET WELL feel that way at first. Financial stress affects sleep, relationships, and mood, and it's nothing to be ashamed of. Your coach will start with where you are today and help you take the first few manageable steps.
GET WELL coaches are not therapists. If money stress is affecting your mental health, we can point you to licensed counselors, including low-cost options. If you are ever in crisis or thinking about harming yourself, call or text 988 (Suicide & Crisis Lifeline) any time, day or night.
No. Coaches provide education and coaching only. For legal or tax questions we'll suggest you speak with a licensed attorney, CPA, or enrolled agent,.
The program is billed at $149 per month for 24 months on a recurring date you choose, by ACH bank draft or card. You sign a payment authorization at enrollment showing the amount and schedule.
Submit a cancellation request from your client portal, or email us. You may cancel at any time; see the Cancellation & Refund Policy for refund terms.
Your information is encrypted in transit and at rest, access is limited to your coaching team, and we never sell your personal information. See the Privacy Policy for details.
About 10 minutes. You'll see your starting point across six areas and what to work on first. Estimates are fine.
These results are an educational estimate based on the figures you entered, not financial, legal, or credit advice.
A 30-minute call with a GET WELL coach to review your results and recommend the right plan. No obligation.
Money stress is heavy, and reaching out is the hardest step. Call, email, or send a note below and a real person from GET WELL Financial will get back to you.
Complete Wellness · Month 4 · Coach: Kevin D.
Tue, Oct 6 · 10:00 a.m. CT
Topic: utilization plan for Cards A and B
Last updated September 28, 2026. Questions about any of these policies: success@getwellfinancial.com.
Terms of Service · Scope of Services · Cancellation & Refunds · Payment Authorization · Third-Party Services · Electronic Communications · Privacy Policy
These Terms govern your use of getwellfinancial.com and the GET WELL Financial client portal (the "Site"), operated by GET WELL Financial ("GET WELL," "we," "us"). By using the Site you agree to these Terms. If you enroll in a coaching program, your Financial Coaching Agreement also applies; if the two conflict, the Coaching Agreement controls.
You must be at least 18 years old and a resident of the United States to enroll. You are responsible for keeping your portal login secure and for information you submit being accurate. Tell us promptly if you believe your account has been accessed without permission.
Content on the Site, including assessment results and resource pages, is general financial education. It is not legal, tax, accounting, or investment advice, and it is not a recommendation about any specific financial product.
Do not misuse the Site, attempt to access other users' information, submit false information, or interfere with the Site's operation. We may suspend access for misuse.
The Site's content, worksheets, and materials belong to GET WELL or its licensors. You may use them for your own household's financial planning, not for resale or redistribution.
We provide the Site and coaching services in good faith but do not guarantee any particular result. To the fullest extent the law allows, GET WELL is not liable for indirect, incidental, or consequential damages, and our total liability for any claim is limited to the fees you paid us in the three months before the claim arose. Some states do not allow these limits, so they may not apply to you.
Please contact us first; most concerns can be resolved directly. Any dispute that is not resolved informally will be handled by individual binding arbitration under the Consumer Arbitration Rules of the American Arbitration Association, except that either party may bring an individual claim in small claims court. Claims may be brought only on an individual basis, not as part of a class action. You may opt out of arbitration by emailing us within 30 days of first using the Site or enrolling.
We may update these Terms. The "last updated" date above shows the current version. Material changes that affect enrolled clients will be sent by email before they take effect.
GET WELL Financial provides financial education and one-on-one financial coaching: budgeting, cash-flow planning, payment planning, credit education, savings planning, goal setting, and accountability.
GET WELL Financial is not a law firm or tax preparation company and does not provide legal, tax, accounting, or investment advice.
We do not guarantee any particular financial outcome. Results depend on your circumstances and the actions you take.
You may cancel your Coaching Agreement without any penalty or obligation at any time before midnight of the fifth (5th) business day after the date you sign it. Any money paid is refunded.
You may cancel at any time. At the time of cancellation you are eligible for a refund of fees paid; however, refund eligibility ends for fees paid once you reach your financial goals. Refunds may take up to 30 days to process. Refunds for ACH payments are sent by check; card payments may be refunded to the card. If you re-enroll, previous payments are credited to your payment schedule.
Email success@getwellfinancial.com, call us, or mail a written request using the Notice of Right of Cancellation included with your agreement. You can also use the cancellation request in your client portal.
When you enroll, you authorize GET WELL Financial to charge your bank account (by ACH debit) or payment card for the plan fee shown in your Coaching Agreement, on the schedule and start date stated there. The Complete Wellness program is $149 per month for 24 months, and you may cancel at any time.
Your authorization stays in effect until you cancel your plan or revoke it. You may stop an ACH debit or revoke your authorization by written notice at least five (5) business days before the next scheduled payment. If a debit is returned for non-sufficient or uncollected funds, it may be re-presented up to two (2) times, and a returned-payment fee of $25.00 may apply. Electronic funds transfer fees are listed in the payment authorization you sign. We will notify you at least 10 days in advance of any change to the amount or date of a recurring charge.
Some services available to clients are provided by independent companies under their own terms, privacy policies, and fees:
GET WELL Financial may receive compensation from some third-party providers. We will tell you before you enroll with any provider that compensates us.
Electronic records. By enrolling, you agree to receive your agreements, disclosures, receipts, and notices electronically and to sign documents electronically. You may request a paper copy at no charge, and you may withdraw consent to electronic delivery by emailing us.
Calls and texts. If you check the consent box on our forms, you agree that GET WELL Financial may contact you at the phone number you provided by call or text, including by automated technology, about your assessment and services. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to any text to opt out, or tell us on any call.
Email. You may unsubscribe from marketing emails at any time using the link in the email. Service and account emails will continue while you are a client.
To provide and personalize coaching, prepare your financial plan, schedule sessions, process payments, send service communications, respond to requests, comply with law, and improve our services.
We do not sell your personal information. We share it only with service providers who help us operate (such as our website host, email, scheduling, and payment processors) under confidentiality obligations; with a third-party provider you ask us to connect you with; when required by law or legal process; or with your written permission.
If you share a credit report with your coach, we use it only for educational review with you. We do not pull your credit without your separate written authorization.
We use reasonable administrative, technical, and physical safeguards, including encrypted connections. We keep client records for as long as needed to provide services and meet legal and tax recordkeeping requirements, then delete or de-identify them.
You may ask to see, correct, or delete your personal information, or to stop marketing communications, by emailing success@getwellfinancial.com. Residents of some states have additional rights under state privacy laws, and we will honor them.
The Site is not intended for anyone under 18, and we do not knowingly collect their information.
GET WELL Financial · success@getwellfinancial.com · getwellfinancial.com