Contact Us
Have questions or feedback? We'd love to hear from you! Feel free to reach out using the scheduling system below or connect with us via email or phone. Our dedicated team is here to assist you and provide the information you need. Your input is valuable to us as we strive to enhance your experience. We aim to respond promptly and look forward to assisting you.
Phone: (925) 526 - 5133
Email: [email protected]
FAQS
How do I determine my membership level?
Membership placement is determined through the FiLi Financial Wellness Assessment and Discovery Consultation.
Can I choose my membership level?
No. Membership levels are assigned based on your assessment results and current financial wellness profile.
Do I need financial experience to participate?
No. FiLi is designed for individuals at all stages of their financial journey.
Is FiLi financial advising?
No. FiLi provides education, organization, support, and implementation guidance. Licensed financial, legal, tax, and investment advice should be obtained from qualified professionals.
How long does the assessment take?
Most participants complete the Financial Wellness Assessment in approximately 10–15 minutes.
What happens after I complete the assessment?
You will be invited to schedule a Discovery Consultation where your results, membership placement, and next steps will be reviewed.
Get In Touch
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