---
title: "FinWellU"
type: index
created: "2026-04-05"
updated: "2026-04-05"
source_docs:
  - "raw/2026-03-16-finwellu-website-next-steps-discussion-130188588.md"
tags:
  - finwellu
  - client
  - website
  - nlpwm
  - gva-partnership
---

# FinWellU

Financial wellness platform being developed for national rollout. Asymmetric built and launched the FinWellU website and marketing materials; ongoing work includes Phase 2 feature development and onboarding support.

## Status

**Active — Phase 2 on hold** pending GVA national partnership meeting outcome (as of 2026-03-16).

## First Seen

2026 (website project, pre-launch)

## Last Activity

2026-03-16 — Phase 2 review call; next sync scheduled via email Wednesday 2026-03-19.

## Key Contacts

| Name | Role | Email | Org |
|---|---|---|---|
| Peter Tourville | Primary client contact | peter.tourville@nlpwm.com | NLPWM (external) |
| John Jonas | Secondary contact | john.jonas@nlpwm.com | NLPWM (external) |
| Melissa Cusumano | Asymmetric lead | melissa.cusumano@asymmetric.pro | Asymmetric |
| Karly Oykhman | Asymmetric PM / dev | karly.oykhman@asymmetric.pro | Asymmetric |
| Mark Hope | Asymmetric | mark.hope@asymmetric.pro | Asymmetric |

## Active Projects

### Website — Phase 1 (Complete)
Core site launched. Branding, structure, and marketing materials (flyers, PDFs in Illustrator) finalized. Client is satisfied with design and output.

### Website — Phase 2 (Paused)
Planned additions: resource center, company portals, event management. **On hold** pending GVA partnership requirements. GVA wants to announce partnership before quarter-end (~15 days from 2026-03-16). FinWellU branding and core structure will remain unchanged regardless of GVA input.

See: [[wiki/meetings/2026-03-16-finwellu-phase2-review]]

### Registration Form Fix (In Progress)
Help text to be added to the "Company Website" field clarifying its purpose (routing users to their company portal). Assigned to Karly/Melissa. Edge case handled: companies without a website can use a placeholder name as a routing code.

### Trade Show Booth (Upcoming)
New high-resolution back screen needed for an upcoming trade show. Design support available from Asymmetric; can pull elements from existing files or build from sketch. May require updated branding depending on GVA outcome.

## Onboarding SLA

| Type | Turnaround |
|---|---|
| Standard (new company or event) | 3–4 business days |
| Urgent (e.g., mass layoff notification) | Same-day |

Event schedules are typically planned annually in January, so 3–4 day turnaround is generally sufficient. Future goal: self-service event management portal for company reps.

## Related Docs

- [[wiki/meetings/2026-03-16-finwellu-phase2-review]]