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Our services measurably improve financial health.

Similar to the advice "read the directions”, sometimes we need Financial Directions.  Our goal is to offset a substantial amount of your financial losses with the product and strategy gap options that affect you. Therefore, some of the solutions are found in the problems.
Choose among 3 Preferred Plans and a range of Custom Products that filter through thousands of possible combinations to offset your losses.  Each design mirrors your specific criteria and forms a clear path from where you are to where you want to be.  Improve your financial outlook and health the way you like best.

Preferred Plans

Preferred Plans allow you to state your planning preferences, like planner relationship, goal type and level of planning.
You can select the relationship in face meetings (within 20 minutes of Boise) at your home or business, or select distance plans online, by phone and mail. 

  1. Provigap Financial Directions

    a. Comprehensive - takes a broad in-depth look at your situation to prioritize a sound balance of specific actions to offset setback losses you have experienced. You will see what options can improve your chances for financial success in the goals we evaluate.

    b. Modular – takes a narrow in-depth view of only one aspect or goal of your financial life where untapped money may be used to offset setback losses. A desire for two or more of the gap offset options usually indicates that you will benefit more using Comprehensive Financial Directions.
  2. Product-Only Financial Directions – bypass our in depth planning to a product oriented consultation for those who want to make a pre-determined financial product move or change only. This often includes insightful researched comparisons and implementation.

I hope they’re paying you plenty, because you have always provided me with a lot more service than I ever expected to receive. Thank you. 
–Jan A.

If you want free Financial Directions or have questions,
please give me a call, send an email, or fill in the brief form below so we can begin helping you right away.

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*First Name:  
*Last Name:  
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Enter your number if you select the Uncertain Preferred Plan, or the Face, Both or Uncertain Preferred Relationship below to authorize phone contact processing.  This will not cancel "Do Not Contact" registrations.
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Note:   If you don't receive confirmation in your regular, junk or safe email folders, send the information requested in this form, including your phone number, to with "Info Not Received" in the subject line.

To learn how we have helped others with setbacks, see our Case Studies.

Financial Health Services | (208 or 877) 375-0770 | Contact by Email
2225 S. Challenger Lane, Boise, ID 83705

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The material on this web site is copyright ©2000-2011 by Joel Cleverley and Financial Health Services. All rights reserved. If you copy any of our materials please obtain permission first by email.