You care for a community. We add the financial layer.
Savology partners with organizations already caring for the wellbeing of their people: healthcare systems, employers, schools, family programs and nonprofits. Each community keeps its own brand and its own trust. We add personal financial wellbeing underneath.
And when one of your people wants a professional, they meet one advisor who chose them. Not five who bought the same name.
Our marketplace is not lead gen
Traditional lead gen sells one name to five advisors. They all call at once, and the person who filled out a form runs the other way, because nobody told them what they signed up for.
Our marketplace works the other way around. Your people are members with a report card they built themselves, and an advisor has to choose them.
Picked, not pushed
Highly vetted advisors pick the people they want to serve, then reach out with that person's consent, by email or by phone if they asked for a call. The offer is a complimentary 30-minute consultation.
One advisor per person
Once an advisor chooses someone, no other advisor can. Nobody is racing anyone, so the advisor can be patient and your member never gets a pile of calls.
Supported the whole time
Every member keeps their learning path, action items and vetted providers inside Savology, before an advisor reaches out and long after.
A Certified Financial Planner® anytime
Any member can put a question to a Savology CFP® professional whenever they like. Our CFP® professionals have no products to sell, so the answer is never a pitch.
A Savologist reaches out
When someone tells us they would welcome a call, a Savologist checks in to help them get the most from the providers, the CFP® professionals and the advisors.
Your own coach or advisor chooses first
Bring your own coach or advisor and they get first choice of your people. The marketplace catches everyone else, so not a fit is not a dead end.
It stays your choice. Whether your people can join the marketplace is agreed with you up front, and nobody joins without their own consent. Your roster is never sold or listed. How the separation works →
Wellbeing partners
Organizations we work alongside, each caring for its community in its own way, with Savology supplying the financial wellbeing dimension.
Financial clarity for physicians and healthcare professionals, powered by Savology, planning built around the realities of a medical career.
Visit Direct Wealth Care →
Invented by the Mayo Clinic
The wellbeing measurement tool invented by the Mayo Clinic. Where organizations measure wellbeing, Savology adds the financial dimension of it.
Visit Well-Being Index →
Wellbeing resources for healthcare organizations and their people. Savology adds personal financial wellbeing alongside VITAL WorkLife’s support.
Visit VITAL WorkLife →
Mental health and human connection resources for families and schools. Savology adds the financial layer of family wellbeing to the Cook Center’s programs.
Visit Cook Center for Human Connection →Community brands built on Savology
Some partnerships go further: a whole community experience, under the community's own name, built on the Savology report card.
Direct Wealth Care
Conflict-free financial clarity for physicians and healthcare professionals, powered by Savology.
Healthcare staffStaffGuidance.Health
The Cook Center's healthcare initiative: expert mentorship for healthcare staff, with Savology adding the financial wellbeing layer.
School staffStaff Guidance
Financial wellness for the people who run our schools, alongside the Staff Guidance support hub.
Parents & familiesParent Guidance
The financial side of family wellbeing, alongside Parent Guidance's support for parents.
Everything feels like sales. And as soon as that happens, your guard goes up and your trust comes down.
Fully 50% of physicians, and 70% of Americans, are sitting on the sidelines doing nothing, because they don’t trust the services.
Brian Case, CFP®Chief Executive Officer, Savology
Your community already has the trust we would otherwise have to buy. That is the whole reason this model works, and it is why nothing inside it is allowed to feel like sales.
Advisor non-use: YouGov, 2026, which puts it at 68% of American investors.
Community impact
BOUND, eviction prevention
Savology donated platform licenses to BOUND, a nonprofit that works with landlords and tenants to keep families housed. Tenants BOUND serves get a free financial report card and plan, the layer after the emergency.
Read the announcement →Offered to everyone, required of no one
Every member is offered a free call with a Certified Financial Planner® about their report card, with no obligation to take it. We offer it up front because we have learned it helps. Nobody is ever sold as a list or chased by a crowd.
How the separation works →Memberships and community
The organizations whose missions we show up for as members, not vendors.
Savology is a member of the Coalition for Physician & APP Well-Being, the community of health systems and clinicians working to restore joy in medicine.
We present at its conferences on the financial dimension of clinician well-being, and its mission is why our healthcare work exists.
Visit the Coalition →We join the communities we serve
Financial wellbeing for clinicians, school staff, and families can't be built from outside. Membership means showing up to the conferences, learning the language, and earning the right to add our layer, before asking anything of anyone.
How a partnership works
Your brand The community keeps its identity
Co-branded report card, dedicated landing page, or a fully branded front door, your people experience your organization, with Savology underneath.
Their outcome Every member gets graded, free
A financial report card in about three minutes, a personalized plan, and 19 planning modules with 18 literacy courses across 60 lessons behind it.
Your visibility Aggregate progress, nothing to hold
You see participation and aggregate outcomes by default, with no member data for your organization to store. Anything more is set in your agreement.
What your community sees.
Here's how a wellbeing partner's version looks, the Well-Being Index masthead over the same three-minute survey. Your community's version carries your name the same way.
Members tap through in about three minutes
Your masthead over Savology's engine: tap-only answers, no documents, nothing for your organization to administer.
Every member gets graded, privately
A full report card, A to F, private to the member. Your organization sees aggregate participation by default.
The financial layer is live
Each member leaves with a personalized plan, and your community has the dimension of wellbeing nobody else was covering.
Source: Savology platform data, August 2026.
Common questions
What does a Savology partnership look like?
Your organization keeps its own brand and its own relationship with the people you serve. Savology adds the financial wellbeing layer underneath: a free report card in about three minutes, a personalized plan, action items, education and tools. Run it co-branded, on a dedicated landing page, or under a community brand of your own.
Do our members’ finances ever come back to our organization?
Only if your agreement says so. By default you see aggregate participation and outcomes, and nothing about any one person. Member-level detail needs both your agreement and the member’s own consent. Employers never see an employee’s finances. Either way, there are no data feeds to manage.
Will our people be sold as leads?
No. Your roster is never sold, rented or listed. If you choose, your members can join our marketplace, where highly vetted advisors pick the people they want to serve. One advisor per person, with the member’s consent, and the offer is a complimentary 30-minute consultation with no obligation. Whether your community takes part is agreed with you up front, partnership by partnership.
How is that different from lead generation?
In lead generation a name is sold to several advisors at once, and they race each other to the phone. Here one advisor chooses one person, and nobody else can. The person consented to hear from them, still has their report card and plan, and can ask a Savology CFP® professional anything with zero sales pressure. Our CFP® professionals have no products to sell.
We already have a coach or advisor. Can they come first?
Yes. Your own coach or advisor can have first choice of your people. Anyone they do not take is still welcome in our marketplace, if you want that, so somebody who is not their fit is still somebody’s ideal client.
What kinds of organizations partner with Savology?
Organizations already caring for the wellbeing of a community: healthcare organizations, employers and plan sponsors, schools and school districts, family and parent programs, nonprofits, and content creators whose audiences trust them on money. If your organization serves people whose financial lives matter to your mission, the model fits.
Savology is run by Brian Case, a Certified Financial Planner® with three decades in the industry. He built and sold his own advisory practice before taking over Savology.
He still holds his CFP®, and he writes the guides and training the partnership runs on. You will be working with him directly, not through an account team.