Individuals come to Everwell when:
They are nearing or newly in retirement
Finances are sufficient but direction is unclear
Work has been the dominant structure of life
Identity, purpose, time, or relationships feel undefined
They want what comes next to be intentional, not improvised
Employers come to Everwell when:
Key leaders remain in role longer than expected
Succession and knowledge transfer are delayed
Younger talent is stalled or leaving for opportunity
“Longevity benefits” are reactive instead of strategic
They need clarity without adding another program
Financial Advisors & Retirement Platforms come to Everwell when:
Clients are financially ready but lack a life strategy
“What will you do with your time?” blocks the planning conversation
Advisors want to deepen trust without straying into therapy or lifestyle coaching
Platforms want to increase client engagement beyond portfolio performance
They need a non-medical, non-financial system to sit upstream of health and wealth advice for a 360 degree view on what comes next.