Independent Financial Advisory firms

Employee benefits

My Legal Checkup is available to reward,

recognition and benefit platforms.

Many employee’s may be missing the

5th element of employee wellbeing.

1st.  Physical health

2nd. Mental health

3rd. Social health

4th. Financial health

5th. ——?———–

My Legal Checkup offers employees:

Awareness – of possible consequential risk 

Suitability – understanding and options for needs and budget 

Connectivity – facilitating connections with legal providers 

Law firms

My Legal Checkup may be used in conjunction with

client onboarding and appointment systems

Invite a client to take a checkup as a part of the onboarding process.

Alternatively, invite them to do a checkup pre consultation.