Choose Your Route to Financial Wellness
Unsure where to begin? Try our FREE Financial Playbook to get started!
Putting your financial life & retirement on-track doesn't need to be complicated or costly.
$25 Payroll Deduction
Our coaches will work One-on-One with you to build a personalized plan and be your accountability partner.
Minimum Investment of $5,000
We build low cost, tax sensitive strategies, free from emotion to help pursue your goals.
Take charge of your financial future
Managing your money can be stressful – but it doesn’t have to be. CX Wealth Direct provides the tools you need to strategize and save successfully. Together, we’ll create a roadmap to help you pursue the financial goals that matter most to you and your family.
We’ll begin by creating a distinct, online snapshot of your personal finances. Your easy-to-access dashboard helps you connect the dots, seeing precisely where you are in your journey to financial success. And, when you enroll in our coaching services, you’ll have access to a wealth of wisdom and advice.
Take charge today. Create a financial plan that will grow with you as your travel from one stage of life to the next. And don’t worry – we intend to be there as you reach every important milestone along the way.Begin the Journey
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Couples may be able to head off many of the problems in a marriage that money can cause.
Do you understand these common mobile slang terms?
Bonds may outperform stocks one year only to have stocks rebound the next.
Tips on insuring your teen driver.
There are common mistakes you can avoid when saving for retirement.
An increasing number have been developed to help individuals with their personal finances.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Here’s a quick guide to checking to see if you have unclaimed money.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.