SOURCE: NestWise


April 02, 2013 11:00 ET

NestWise Unveils New Financial Fitness Tracks to Help Middle Class Americans Develop Strong Financial Behaviors

Financial Fitness Tracks Go Beyond Education to Action, Building Habits to Help Shape a Stronger Financial Future

SAN FRANCISCO, CA--(Marketwired - Apr 2, 2013) - NestWise, a wholly-owned subsidiary of LPL Holdings Inc. designed to provide personal affordable finance advice to Americans in the middle-class, is now offering Financial Fitness Tracks, innovative new programs that will help middle-class Americans build the kind of financial habits to help shape a stronger financial future. Financial Fitness Tracks help clients align their financial decisions with what they value most. 

"Our Financial Fitness Tracks are the next step in fulfilling the NestWise philosophy of making personal, affordable, financial advice available regardless of how much money someone might have," said Esther Stearns, CEO of NestWise. "Education alone does not change financial behaviors, and it's important that individuals develop financial habits that set them on a course toward a strong financial future. When they base their financial choices on what's important to them, they build a solid foundation for success."

Leveraging the science of behavior change and behavioral economics, NestWise's Financial Fitness Tracks are self-paced, 90-day programs designed to help participants form new financial behaviors focused on specific outcomes. The Tracks guide participants through a set of small steps that can lead to meaningful outcomes. They provide a rich support structure that combines tools, educational articles, classes, peer support from a private Facebook community and personal check-ins with NestWise. Because behavior change can be hard, the tracks offer a variety of support so people have options that work best for them.

NestWise's debut Financial Fitness Tracks include:

  • Budget Builder: Track expenses and start building a budget
  • Spend Smart: Get on a budget that really works
  • Save More: Set savings goals and start moving toward them
  • Preparing to Invest: Learn the basics of financial planning and investing

Participants can track their progress on their personal My Track page and receive weekly updates via email. There are regular checkpoints every 30 days, and the Financial Fitness Tracks also include unlimited contact with the NestWise team to answer any questions along the way.

"Financial Fitness Tracks are designed to serve NestWise Members at any stage: whether they're just starting out, or want to supplement the ongoing, one-on-one relationship with their NestWise Financial Advisor," said Esther Stearns. "Our goal is to help people develop the behaviors and habits necessary to align their financial decisions with what matters most to them."

Each 90-day Financial Fitness Track -- including all resources and materials -- is available for $39.95.

About NestWise
NestWise, a wholly-owned subsidiary of LPL Holdings Inc., serves a broad set of financial needs for middle-class families and individuals through independent fee-based financial advisors. The company was launched in 2012 to address the compelling need for access to high-quality, affordable personal financial advice among many middle-class families and individuals. 

NestWise advisors leverage a financial planning platform and managed investment portfolios to provide a range of customized strategies to their clients. 

NestWise, a Registered Investment Advisor.

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