Plan your life with a world of Experiences.
Your financial plan and guidance come alive through Experiences you select to represent the life you aspire to live, customized to help you achieve them.
Facing A Medical Emergency (Coming Soon)
Navigate unexpected medical situations with personalized guidance.
Improving My Credit (Coming Soon)
Navigate actionable strategies and expert guidance to enhance your financial health.
Becoming Unemployed (Coming Soon)
Navigate career transitions with expert guidance that empowers your next move.
Starting A Business (Coming Soon)
Navigate the path to entrepreneurship with expert guidance and planning.
Leaving A Legacy (Coming Soon)
Secure your financial legacy with expert estate planning and guidance.
Starting Out (Coming Soon)
Navigate life’s journey with the financial preparation needed for success.
Buying or Leasing A Vehicle
Navigate your options to buy or lease with personalized guidance.
Losing A Loved One (Coming Soon)
Navigate grief and its financial impact with expert guidance.
Expecting A Large Expense
avigate a significant future expense with personalized guidance.
Expecting A Windfall
Navigate an inheritance, a large bonus, or a lottery win with strategic guidance.
Owning A Pet
Navigate this financial commitment and cherished milestone with expert guidance.
Planning For Education
Navigate the process of providing quality education for your children with expert advice.
Facing A Medical Emergency (Coming Soon)
Navigate unexpected medical situations with personalized guidance.
Improving My Credit (Coming Soon)
Navigate actionable strategies and expert guidance to enhance your financial health.
Becoming Unemployed (Coming Soon)
Navigate career transitions with expert guidance that empowers your next move.
Starting A Business (Coming Soon)
Navigate the path to entrepreneurship with expert guidance and planning.
Leaving A Legacy (Coming Soon)
Secure your financial legacy with expert estate planning and guidance.
Starting Out (Coming Soon)
Navigate life’s journey with the financial preparation needed for success.
Buying or Leasing A Vehicle
Navigate your options to buy or lease with personalized guidance.
Losing A Loved One (Coming Soon)
Navigate grief and its financial impact with expert guidance.
Expecting A Large Expense
avigate a significant future expense with personalized guidance.
Expecting A Windfall
Navigate an inheritance, a large bonus, or a lottery win with strategic guidance.
Owning A Pet
Navigate this financial commitment and cherished milestone with expert guidance.
Planning For Education
Navigate the process of providing quality education for your children with expert advice.
Facing A Medical Emergency (Coming Soon)
Navigate unexpected medical situations with personalized guidance.
Improving My Credit (Coming Soon)
Navigate actionable strategies and expert guidance to enhance your financial health.
Becoming Unemployed (Coming Soon)
Navigate career transitions with expert guidance that empowers your next move.
Leaving A Legacy (Coming Soon)
Secure your financial legacy with expert estate planning and guidance.
Starting Out (Coming Soon)
Navigate life’s journey with the financial preparation needed for success.
Buying or Leasing A Vehicle
Navigate your options to buy or lease with personalized guidance.
Losing A Loved One (Coming Soon)
Navigate grief and its financial impact with expert guidance.
Expecting A Large Expense
avigate a significant future expense with personalized guidance.
Expecting A Windfall
Navigate an inheritance, a large bonus, or a lottery win with strategic guidance.
Owning A Pet
Navigate this financial commitment and cherished milestone with expert guidance.
Planning For Education
Navigate the process of providing quality education for your children with expert advice.
Facing A Medical Emergency (Coming Soon)
Navigate unexpected medical situations with personalized guidance.
Improving My Credit (Coming Soon)
Navigate actionable strategies and expert guidance to enhance your financial health.
Becoming Unemployed (Coming Soon)
Navigate career transitions with expert guidance that empowers your next move.
Leaving A Legacy (Coming Soon)
Secure your financial legacy with expert estate planning and guidance.
Starting Out (Coming Soon)
Navigate life’s journey with the financial preparation needed for success.
Buying or Leasing A Vehicle
Navigate your options to buy or lease with personalized guidance.
Losing A Loved One (Coming Soon)
Navigate grief and its financial impact with expert guidance.
Expecting A Large Expense
avigate a significant future expense with personalized guidance.
Expecting A Windfall
Navigate an inheritance, a large bonus, or a lottery win with strategic guidance.
Owning A Pet
Navigate this financial commitment and cherished milestone with expert guidance.
Planning For Education
Navigate the process of providing quality education for your children with expert advice.
Explore an ever-evolving library of Experiences.
Wing crafts new Experiences for your evolving life, seamlessly fitting into your plan with personalized guidance. Explore what’s next and enhance your journey.
Buying A Home
Buying a home can be an exciting journey. Although the process may be challenging, this Experience will offer personalized guidance to help you decide if now is the right time to purchase a new home.
Buying or Leasing A Vehicle
To buy or to lease? It’s a question millions face each year when deciding on their primary mode of transportation — the car. We’ll help you weigh the pros and cons of buying versus leasing so you can make the best choice for your lifestyle and goals.
Owning A Pet
Over half of American households own a pet — and for good reason. Pets bring joy, but they also come with financial responsibilities that can add up. This Experience will help you plan for the costs of current or future pet ownership.
Starting Out
This Experience offers essential guidance and practical insights—from financial literacy to personal development—to help you navigate life’s complexities with confidence and purpose.
Facing A Medical Emergency
This Experience provides guidance and support for navigating medical emergencies, offering practical advice on preparation, healthcare options, and the emotional and financial challenges that come with unexpected crises.
Becoming Unemployed
This Experience offers support for those facing unemployment, with insights on managing finances, staying resilient, and navigating career transitions. Gain the tools and strategies you need to face this challenge and move forward with confidence.
Starting A Business
Get practical guidance on crafting a business plan, securing funding, and building your brand. Whether you’re starting out or seasoned, this Experience supports your journey to business success.
Traveling The World
Until recently, global travel came with major financial and logistical challenges. While it can still be costly, it’s now far more accessible—making it easier than ever to explore destinations both near and far.
Living Like A Nomad
Living a nomadic life means earning income while moving freely from place to place. This Experience helps you realistically and creatively plan for that lifestyle—without compromising your long-term financial goals.
Taking A Sabbatical
Sometimes, we need a break from work—a sabbatical. While many believe it’s too costly or risky for their careers, that’s not always the case. You might be surprised how achievable a sabbatical can be with the help of this Experience.
Getting Married
Marriage is an exciting journey—full of joy and important financial choices. This Experience guides you through the financial side of getting married, from budgeting for a ring and wedding to managing shared expenses after saying “I do.”
Having Children
Starting a family is a joyful milestone—and a financial challenge. This Experience provides support to help you manage costs and build parenting strategies that protect your peace of mind and financial well-being.
Protecting My Loved Ones
Some see life insurance as unnecessary; others view it as essential. We’re here to help you navigate that spectrum. This Experience assesses your finances and offers planning-focused guidance to ensure you have the right coverage for your needs.
Leaving A Legacy
Leaving a legacy means planning how your estate is managed and passed on. This Experience helps you protect it with smart strategies for distribution and tax efficiency.
Planning For Education
Supporting your child’s education is both essential and rewarding, but planning for it can feel overwhelming and costly. This Experience simplifies the process, guiding you every step of the way to make informed, confident decisions.
Losing A Loved One
This Experience offers compassionate support for those grieving a loved one, with practical tips and emotional tools to navigate this difficult time. It provides coping strategies and guidance to help you find comfort and healing.
Reducing My Debt
Debt from credit cards, loans, and mortgages is a common part of life, but paying it off can be deeply rewarding. This Experience provides practical strategies to help you reduce and manage your personal debt.
Investing My Money
Growing your money without investing is difficult—especially when trying to stay ahead of inflation. This Experience helps you assess your portfolio, explore effective investment strategies, and simplify key concepts like diversification and allocation.
Securing My Retirement
A secure retirement may seem daunting, but it starts with a few key steps—saving early and using tax-smart strategies that align with your goals. Whether retirement is near or far, this Experience helps you plan with confidence.
Investing In Crypto
Cryptocurrency has surged into the spotlight over the past decade, marked by dramatic highs and lows. This Experience helps you understand its origins, market trends, and long-term potential—and how it might fit into your portfolio.
Expecting A Windfall
A sudden financial windfall—whether from a bonus, inheritance, or even the lottery—can be life-changing. This Experience offers smart strategies to help you manage it wisely and turn your newfound wealth into lasting progress toward your goals.
Expecting A Large Expense
If you’re planning for major future expenses that don’t quite fit into our other Experiences, you’re in the right place. This Experience provides tailored guidance to help you prepare for a wide range of significant financial goals.
Improving My Credit
This Experience offers key insights and strategies to boost your credit score and overall financial health. You’ll learn how to understand your credit report, build credit effectively, and reach your financial goals with confidence.
Get started in 2 minutes.
Your complimentary Wing Membership gives you exclusive access to private wealth management and personalized financial advice—fully covered by your trusted financial institution.
