Empowering Your Employees Toward Financial Literacy

Everyone Deserves A Financial Plan

Relieving Financial Stress in Your Workplace.

 

44% of Employees are delaying Retirement
and payroll costs go up!

What’s in it for the Employer?

Why do employers increasingly care about helping workers achieve financial security? Simple. Financial distractions cost companies money.

 Those who are stressed are more likely to be distracted by their finances at work, miss work due to their personal financial issues and cite health issues caused by financial stress. You can increase employee productivity and reduce employee financial stress. In the end you will have better employee retention.

81% OF AMERICAN EMPLOYEES SAY THAT FINANCIAL PROBLEMS HAVE AFFECTED THEIR PRODUCTIVITY.

Learn More About The Wellness Program

 

EDUCATION FOCUSED

 

CERTIFIED FINANCIAL PLANNERS

 

UNBIASED

ADVICE

Why offering employees a Financial Wellness Program is a game changer for you and your employees.

SOLUTION

We customize a financial management workshop presentation at your office or webinar for your employees. After the workshop, assessments are provided for the employees to complete to insure they gain the knowledge they need to move forward. We then personalize a financial goal plan for each employee.

GUIDED FINANCIAL PLANNING INPUT PROCESS

Benefits Program

 

Employee Financial Peace of Mind Indicator

 

Financial Educational Workshops

 

Employee Online  Financial Plan 

 

Detailed Financial & Life Organizational Tool

 

Coaching With A CFP®

 

Live Chat With A CFP®

Its Your Turn!

Make the Difference in your Employees Financial Future.

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