WMO™ Success Stories

Many people, through the use of WMOdashboard™️ financial wellness benefit technology, have improved their personal financial situation. Read their stories here.


Sally began using the WMOdashboard™️ last fall. At that time, she had a monthly cash flow deficit of nearly $400. Her credit card balance, which at the time was roughly $2,200, was increasing each month despite the fact that she was paying slightly more than the required minimum. Sally had no cash reserve. 

Today, about a year later, Sally’s cash flow is now showing a surplus of more than $100 monthly. And, while she may have been tempted to pay down the credit card balance, because she likely absorbed our educational information on the need to first build a cash reserve, she has built a cash reserve of almost $600.


of repeat users of financial wellness technology benefits have a handle on their cash flow 

2017 Financial Wellness Benefits Think Tank


Bill began using the WMOdashboard™️ early this past spring. At that time, Bill had no estate planning documents in place. 

Today, Bill has a will, a durable power of attorney and a health care proxy. Bill has also updated the beneficiary section within the WMOdashboard™️.


4 in 10

American adults have a will or living trust

Caring.com Survey 2017

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