Financial Planning

Upping Your Wellness Game by Including Financial Wellness

By John Fales

Americans take wellness pretty seriously. We’re tracking our steps, sleep and health patterns on wearable devices to make sure we stay on track daily. We’re getting our social fix in healthy ways, such as group fitness classes, fun runs and endurance obstacle course events.

We’re getting organic ingredients delivered to our homes to make meals as a family and taking customized mixes of health supplements. We’re even planning our vacations around a mix of relaxation and athletic opportunities. According to a recent MyProtein study, we’re spending more on fitness over a lifetime than we pay for college tuition.

We’re all about wellness. We do almost every one of the things listed above and so do most of our friends. But, we’ve noticed a glaring absence of a wellness practice that could make a huge impact on our lives: a focus on financial wellness.

We know that financial issues can cause stress. How about practicing yoga AND reducing debt to alleviate the stress?

We know that financial issues can cause tension in relationships. How about seeking help from couple’s therapy AND developing a monthly budget to get your finances on track?

Do you need help with your financial wellness?

We look to coaches, trainers, gurus and chefs to get our wellness fix because we understand their expertise can help guide us to the life or results we want. We want you to have that same access to coaching on the financial side.

This is why we offer Allos+, a subscription service that gives you access to financial planning guidance, so you aren’t left to tackle your questions alone.

Your subscription of $75/month starts the relationship where we work together to help you address some of the biggest financial planning worries, including:

  • Identification of financial goals
  • Assistance with budgeting and cash flow planning
  • Retirement income planning
  • Education expenses planning

Remember that wellness might mean taking care of areas of your life that aren’t always front of mind. Start incorporating financial wellness today for a holistic approach to your overall wellness plan and know you’re working to make each area of your life better.

If you would like to learn more about how Allos+ can fit into your financial plan, contact us at 913.948.7788 or This email address is being protected from spambots. You need JavaScript enabled to view it..

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Allos Investment Advisors, LLC.

The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.

Published for the blog on May 17, 2021 by Allos Investment Advisors, LLC.


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