Financial Wellness

We’re good at helping people in a financial crunch. But we really love working together to keep folks out of the crunch in the first place. Let’s get you on track for a lifetime of healthy money smarts—what we might call financial wellness.

It’s all about “preventative care.” Let’s make sure your financial life is on a healthy track in every aspect. If you don’t have a handle on your income, exactly where it goes, and how to plan for a secure future, your financial health is risky. So let’s create a realistic spending plan, think about retirement and rainy-day savings, connect with health coverage resources, and nail down the kind of tomorrow that’ll make you want to rise and shine.

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FAQs
Can Clarifi help me learn the basics of investing?

Yes, our certified Chartered Retirement Planning Counselors can help you create a path to retirement with both short-term needs and long-term goals in mind.  

I missed the enrollment period to enroll in health coverage through the Marketplace. Do I have any options?

You may be eligible to enroll in health coverage during the Special Enrollment Period if you or someone in your household experienced one of the following:

  • Got married
  • Had a change in household size due to separation, divorce or death, and lost health insurance as a result
  • Had a change in residence
  • Lost health insurance
  • Turned 26 and we no longer eligible to be on your parents' healthcare plan
  • Became a U.S. citizen

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