Financial wellness & coaching
We partner with Questis to provide healthcare practitioners with a financial wellness and coaching solution that is designed to support you in building lasting financial confidence amidst your demanding careers. By combining personalized one-on-one coaching, smart financial tools, and actionable insights, our solution addresses the unique financial challenges faced by medical professionals.
Once signed up, each client gains immediate access to unlimited coaching sessions and a comprehensive suite of financial planning resources—helping practitioners focus on patient care while confidently managing their financial futures.
key features
- Manage Spending: provides a consolidated view of your spending habits, helping you identify trends, make smarter decisions, and stay on track toward your financial goals.
- Budgeting Tools: makes budgeting effortless by giving you the tools to plan, track, and adjust your spending in real time.
- Set Financial Goals: whether it’s saving for a dream vacation, paying off debt, or building an emergency fund, our solution makes goal setting easy.
- Track Your Progress: stay on top of your financial journey with real-time updates. Easily monitor your progress toward financial goals.
- Personalized Reports: gain deeper visibility into your financial health with comprehensive reporting and insights.
- Actionable Insights from Coaches: collaborate with financial coaches who use your data to provide tailored advice
BRINGING THE FUTURE INTO THE PRESENT
From retirement planning, investment strategies, tax optimization, to estate planning, we offer personalized solutions tailored to your unique circumstances.
Address
2325 E. Camelback Rd., Ste 400, Phoenix AZ 85016
Phone
(480) 364-7401
We specialize in personalized retirement solutions for small & mid-sized businesses, the self-employed, and individual investors in healthcare.
Research the background and
experience of our firm & financial advisers
LEGAL DISCLOSURE
Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Phoenix AZ. Cognis Group and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which it maintains clients. A copy of our current written disclosure statement (Form ADV-Part 2) discussing business operations, services and fees is available upon request or may be downloaded here.
This website does not constitute an offer to provide investment advisory services in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information contained on this site is for informational purposes only and should not be construed as financial, investment, legal, tax, or other advice. By accessing this website, you agree to be bound by the above terms and conditions.
Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.