How It Works

IT'S ALL ABOUT YOU

The first step is to tell us a little bit about yourself and your financial goals so we can assist you in finding the financial products and services for your lifestyle

WE GO TO WORK FOR YOU

We use our love of data to analyze information and make product suggestions that could help you achieve your goals.

YOU ACCEPT

If you get a product or service through one of our recommendations, the bank or service provider pays us.

EVERYONE CAN BENEFIT

If you're like most of us, you probably receive tons of offers in the mail. But how often are they actually a good fit for you?

Here at FinanceWell, we want our offers to provide value to you – whether it's borrowing, savings, or investing – and we choose partners that share our mission. If we do our job well, you do well, and we make some money.