Solve life's greatest challenges with financial wellness.
The Wealth League delivers plain-language financial education, personalized evaluation, and lifestyle-based strategy to help people understand their current financial reality, employer benefits, and options for protecting, growing, and diversifying money without unnecessary risk. Through counseling, proven planning models, and consumer-first access to A-rated insurance solutions, we support resilience, healthier relationships with money, and tax-advantaged strategies designed to keep funds safe, liquid, and earning without exposure to market loss.
Recognized for leadership, education, and impact across wellness, finance, and performance.
Make Your Money Make Sense
Trusted by leading global companies
Why Businesses Choose Us
Businesses partner with TWL because financial stress does not stay at home. It shows up in performance, retention, health, and culture. Our approach addresses the root causes, not just the symptoms.
Reduce Financial Stress at Work
Financial pressure is one of the most persistent distractions employees carry into the workplace. By helping employees understand and stabilize their finances, we free up time, attention, and energy so they can focus, perform, and stay engaged.
Attract and Retain the Right Talent
Today's workforce looks for employers who invest in real life outcomes, not just perks. Offering financial wellness support signals long-term commitment to your people and helps differentiate your organization in competitive talent markets.
Strengthen Workforce Stability
Turnover is expensive. Constant backfilling disrupts teams and productivity. When employees feel financially supported and secure, they are more likely to stay, grow, and build sustainable careers within your organization.
Lower Downstream Health Costs
Financial stress is closely tied to chronic stress, burnout, and increased healthcare utilization. Supporting financial wellness helps reduce strain on employees' mental and physical health, contributing to lower long-term health-related costs.
Why financial wellness matters
Financial stress, market uncertainty, and lack of education quietly undermine workforce performance, retention, and long-term security. Addressing these gaps is a business imperative.
Lack of financial literacy and uncertainty around money decisions increase cognitive load, stress responses, and disengagement, impacting productivity across roles and industries.
Employees exposed to market volatility without education or downside protection experience anxiety, delayed planning, and overreliance on high-risk retirement vehicles.
Despite availability, many employees lack awareness or guidance on tax-advantaged, protected financial tools, leaving long-term value unrealized.
Structured education, predictable access to experts, and individualized financial lifestyle strategy sessions reduce stress, improve engagement, and support workforce stability.
Insights informed by enterprise workforce financial wellness pilots and education-first financial foundations programming.
How This Works
Welcome to the League
Plain-language financial guidance, tailored strategies, and ongoing support for real life.
Rachel Kaplan
Rachel Kaplan is a top financial strategist with The Wealth League and a retired math teacher with 25 years in secondary education. After a Stage 4 cancer diagnosis changed the trajectory of her life, Rachel was unable to work and contribute to her household income, forcing her family to rebuild their relationship with money. Rachel attributes her ability to focus on kicking cancer's butt, surviving, and sustaining her family to having a life insurance policy to cover expenses.
Together with her husband and now business partner Scott Kaplan, who brings over a decade of experience in finance, they specialize in financial planning and life-based strategies for individuals and families across diverse backgrounds. Originally from Saginaw, Michigan and now based in Las Vegas, Nevada, they are licensed in multiple U.S. states and support clients with a mission to protect more surviving families nationwide.
What Are You Working Toward?
Rate what matters most to you. This helps us understand where support is needed.
Supported Financial Wellness 24/7/365
"When it rains, it pours. Why does it seem like I can never get ahead with my finances?"
Our in-house voice companion is designed to support real conversations around mindset, mental health, and money. It responds to questions about stress, uncertainty, identity shifts, and financial pressure with clarity, grounding, and practical next steps.
This is not a chatbot replacement for humans. It is a companion designed to help you think, regulate, and prepare for deeper strategy conversations with a TWL Planner.
Built for Performance-Driven Workforces
We are a for us by us coalition, built on the personal and professional experiences of elite performers in sports, music, arts, entertainment, academia, and specialized workforces. Our financial wellness programming is designed to support people whose performance, livelihoods, and identities are shaped by pressure, volatility, and high stakes.
Sports & Athletics
Support athletes whose careers are short, public, and unpredictable.
Help professional, collegiate, and emerging athletes navigate income volatility, NIL complexity, sudden career transitions, and identity loss without adding financial pressure during peak performance years.
Music, Entertainment & Creative Industries
Stabilize income for creators working in feast-or-famine cycles.
Support performers, touring professionals, and creative teams managing irregular income, tax exposure, and long gaps between pay periods, while protecting long-term financial health without sacrificing creative freedom.
Healthcare & Frontline Workforces
Reduce financial stress for those carrying clinical and emotional load.
Provide accessible, planner-guided support for nurses, physicians, technicians, and care teams facing burnout, rotating shifts, and delayed life planning due to constant crisis response.
Behavioral Health & Care Continuum
Protect the people who support everyone else.
Support clinicians, peers, and behavioral health professionals navigating emotional labor, secondary trauma, and inconsistent compensation structures with strategies that reinforce stability, boundaries, and long-term sustainability.
High-Stress & Specialized Workforces
Designed for people operating under constant pressure.
Serve first responders, specialized operators, educators, executives, and mission-critical teams whose work demands clarity, resilience, and uninterrupted focus, even under extreme conditions.
Performance Does Not Scale Without Stability
Financial stress impacts focus, health, and performance. TWL reduces background financial noise by delivering plain-language education, planner-guided strategy, and resilient financial structures that support sustained performance over time.
Resources for HR Leaders
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Financial Stress and Workforce Performance
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Supporting High-Stress Roles Through Financial Wellness
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Plain-Language Financial Education for Employees
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Outcomes Report: Financial Wellness Pilot
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Benefits Optimization for Performance-Driven Teams
Keep ReadingA League of Our Own
"TWL made my finances feel understandable for the first time. I finally knew what I had, what it did, and what to do next."
"The session was not salesy. It was clear, practical, and built around my real life and benefits, not a generic plan."
"I came in overwhelmed and left with structure. The way TWL explains money reduced my stress instantly."