How It Works

Everything you need to know about perceive financial wellness plans


The same process, every time.

We follow a disciplined and structured process from discovery to implementation to results. In this way, we make sure the business and every employee receives the best advice and service possible.

Our process is summarized below:

  1. Discovery
  2. Proposal
  3. Contracts & Billing
  4. Implementation & Launch
  5. Monthly Education & Coaching
  6. Results
  7. Monitor