Preventive

Your financial health
optimizer

Working with wellness-first employers to build the financial health of the next generation of the workforce

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How OzWorks

STEP 01

Financial health assessment

Start with a guided assessment of your complete financial picture.

STEP 02

Personalized financial plan

Receive a personalized financial plan – your Custom Financial BalanceTM – based on automated financial intelligence tailored to your unique circumstances.

STEP 03

Dynamic rebalancing

Stay up to date with a plan that automatically updates as your financial life evolves.

STEP 04

Ongoing guidance

Make day to day financial decisions with confidence, knowing how they align with your financial plan.

STEP 05

Personalized health reporting

Track your progress in your personalized financial health report.

Develop a strong financial foundation, automatically

Analyzes your financial life

Oz analyzes your personal cash flow and balance sheet, including your income, spending, saving, debt and goals.

‍YOUR CUSTOM
FINANCIAL  
BALANCETM

Calculates your Custom Financial Balance

Oz’s patented analytic engine helps you best balance the many moving pieces of your financial life and optimizes your money across them automatically – so you can achieve your financial goals and make the most of your money.

Presents your custom balance as an interactive visualization

Oz presents your Custom Financial BalanceTM as an interactive visualization that enables you to understand and explore financial tradeoffs, with personalized intelligence built in automatically.

Oz’s care platform is built alongside industry leaders and national advocates for financial literacy.

‍YOUR CUSTOM
FINANCIAL  
BALANCETM

Analyzes your financial life

Oz analyzes your personal cash flow and balance sheet, including your income, spending, saving, debt and goals.

Calculates your Custom Financial BalanceTM

Oz’s patented analytic engine helps you best balance the many moving pieces of your financial life and optimizes your money across them automatically – so you can achieve your financial goals and make the most. of your money.

Presents your custom balance as an interactive visualization

Oz presents your Custom Financial BalanceTM as an interactive visualization that enables you to understand and explore financial tradeoffs, with personalized intelligence built in automatically.
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Oz’s care platform is built alongside industry leaders and national advocates for financial literacy

An automated financial foundation that is....

Proactive

A financial foundation that sets you up for success and prevents mistakes before they occur – engaging users earlier in their financial journey when small changes can compound.

Personalized

No blanket rules or one size fits all approaches – Oz’s custom financial balance, risk scan, and financial security score meets you where you are and helps you get to where you want to go.

Root Cause

Integrated, holistic approach that helps you understand what matters to your financial health and focus on the highest impact changes.

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Request A demo

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