About Us

As a young girl, I walked through life unaware of my family’s financial stress. While not severe, it was hidden. As a financial professional today, I can look back and see that the source of our struggles was clear: lack of financial literacy. The struggles people endure now are much the same, and may be even more evident today with 24/7 media attention. The source of these struggles is still often hidden by shame.

Achieving financial wellness is a process woven through financial education, literacy and life planning. I realized that it is not enough for me to coach inspire and encourage one person at a time to learn and to take action. That won’t be enough to meet the needs of the many, so the solution must be bigger than one coach, and must be open to all. At the same time, the solution cannot be one-size fits all. The individual’s experiences and fears … which are similar, yet unique … must be met with limitless empathy and a flexible approach that respects everyone’s dignity. That is why I began Wella’s Way, a workplace financial wellness employee benefit plan with a mission to meet each individual where they are and help them find their path to financial wellbeing.

Personally, I am committed to making a positive difference in the financial lives of people of all ages, genders, backgrounds and walks of life. Thankfully, I am not alone … there is no “I” in team … and I have built a network of other like minded individuals, employers and financial service organizations who support this mission with compassion and energy.

A fundamental element of the core team is the trusted relationship between business owners and their employees. Worksite benefits have evolved dramatically over the past 50 years. Financial wellness plans have become a crucial tool for employees. The economic impact of COVID-19 has shown how having an emergency cash reserve can help people manage a tough economy. Many people want guidance and help to get there. An employer-paid holistic financial wellness benefit plan can help with advice about how to build an emergency reserve and so much more.

The financial wellness movement is happening. We invite you to be part of it and join us in this mission. Working together with a deeper, caring and thoughtful approach to financial wellness and wellbeing we can be more powerfully prepared for the present and the future.

-Nancy D. Riedel