At well.financial, you are getting to take advantage of our economies of scale, proprietary technology and persistence that helps you source and secure the best service relationships for your business. 

Our 5 simple steps, on your end at least 🙂

Step 1: Complete Application

Complete our application, set a calendar invite for a quick 15-minute call

Step 2: Technical Savings Analysis

We take your data and interface with specialist providers to find you savings

Step 3: Generate Savings REport

We provide a clear report to show what you can save along with clear next steps

Step 4: Gather documents

We gather some important info from you in order to get final pricing and approvals

Step 5: Implement & Get Savings

Choose which services to replace and by when, then begin your implementation

how much does it cost?

Sure this all sounds great, but you also want to know how much this valuable service costs? Not a problem!

well.financial doesn’t cost you anything up front. We simply take your information and look for the best deals and depending on the services you’re using, we are compensated a few ways.  (1) if you achieve savings (we take a % of those savings), (2) loan brokering fees if you get a loan (paid by the lender), (3) partnership alliances (to help achieve economies of scale), and (4) annual maintenance fee (but only if you retain us to monitor your services after you’ve saved money).