Questis provides you with value-minded and expert guidance regarding all aspects of personal finance. We do this by providing you access to innovative tools and a Certified Financial Planner™.
The initial assessment provides you with a numeric score, called the Financial Wellness Score, that measures your financial wellness and habits. Based on your answers, the platform will prompt you with action items that will allow you to increase your score in the platform while increasing your actual financial wellness in real life.
The Questis platform allows you to link your accounts for a more complete view of your financial situation. There are also numerous articles, resources, calculators, and more to help grow your financial knowledge and improve your overall wellness.
For more information on how to get started, check out this article: Getting started with Questis