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 🙂

Complete Application

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

Technical Analysis

We take your data and interface with a universe of providers and partners

Generate Savings REport

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

Gather last needed details

In order to get final pricing with some vendors, a few more details will be needed

Implement & Get Savings

Choose which services to replace and we help with implementation

 

How much it costs…

well.financial doesn’t cost you anything up front. We simply take your information and look for the best deals. We are compensated a few ways; if you achieve savings (we take 40% of those savings), loan brokering fees if you get a loan (paid by the lender), partnership alliances (to help achieve economies of scale), and annual maintenance fee (but only if you retain us to monitor your services).