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QPA Financial Wellness

Let us help you achieve all of your financial goals!

Excelligence is committed to your financial success and creating a culture where you are empowered to thrive. Because of that, you have access to a robust financial wellness program available to help you on your wellness journey through Financial Fitness for Life. As a new or existing employee, you have access to the many great benefits Excelligence has to offer. Please reach out to your dedicated Financial Fitness Consultant, Josh Zdeb, for any help with any financial questions or concerns you may have.

Your Comprehensive Financial Wellness Package Includes:

      • Group and Individual Education Meetings
      • Financial Independence Technology (FIT)
      • Monthly FIT4Learning Seminars
      • Recorded Education Seminars
      • Financial Wellness Articles & Worksheets
      • Interactive Tools

Need to connect?

Schedule a Meeting

Reach out to your dedicated Financial Fitness Consultant Today!

Click Here  or Scanning the QRC to get started

Your dedicated consultant is here to help you with any of the following topics:

  • Budgeting
  • Debt Management
  • Estate Planning
  • Financial Planning
  • Insurance Coverage
  • Investment Allocation Review
  • Retirement Planning
  • And more!

Start Your Financial Wellness Journey

Register and start your financial wellness journey today on our Financial Independence Technology Platform (FIT)!

Click Here  or Scanning the QRC to get started

Financial situations and needs are different for everyone. FIT is a financial health and wellness support at your fingertips! FIT builds a personalized experience that provides support and guidance, specific to your financial situation, health, and goals.

    • Set specific goals for your financial future
    • Build a comprehensive financial action plan
    • Receive personalized recommendations and ongoing support
    • Connect to resources and benefits that will help meet your financial goals
    • Track progress and celebrate your growth!

Upcoming Webinars

Our FIT4Learning program is a series of monthly webinars created to help you on your own financial wellness journey. It is designed to be a reliable, trustworthy resource where anyone can come to learn more about a variety of relevant financial topics. Hosted by our Financial Fitness Consultants, each webinar is designed to help you to improve your financial IQ, sharpen your financial mindset, and strengthen your financial habits.

QPA Financial Wellness

get connected!