HomeWealth helps employees make informed decisions about housing, homeownership, and long-term wealth building — from a first home to retirement.
"Employees deserve trusted guidance before making one of the largest financial decisions of their lives."
HomeWealth focuses on education, clarity, and personalized support — not pressure.
Financial readiness, credit education, budgeting, savings, and homeownership planning.
Homebuyer education, financing guidance, and down payment resources.
Home maintenance, insurance resources, property tax guidance, and equity awareness.
Wealth-building education, responsible equity strategies, and investment guidance.
Support for selling, relocating, downsizing, and major life changes.
Strengthen the employee benefits package with a benefit workers actually use.
Support employee financial wellness at every life stage, not just retirement.
Provide trusted housing and homeownership education from experienced professionals.
Improve recruitment, retention, and employee engagement.
Reduce financial stress with practical, real-world resources.
Offer a meaningful benefit with minimal administrative burden.
HomeWealth is inviting a limited number of organizations to help shape the platform as Founding Advisory Partners. Founding partners get early access to HomeWealth resources, shape the roadmap, and help build a benefit that reflects the real needs of today's workforce.
LISA GILMORE
Founder & CEO, HomeWealth Financial Wellness, LLC