Empowering Employees Toward Financial Literacy

go to link 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 You?

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

http://ulimontague.com/category/art/  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

SOLUTION

We customize a financial management workshop presentation at your office or webnar 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 PROCESS

Wellness Program

Employee Assessment

Educational Workshops

Employee Financial Plan

Financial Organizing

Coaching With A CFP®

Live Chat With A CFP®

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

 

Its Your Turn

Make the Difference in your Employees Financial Future.

Beyond Money

NEW! Beyond Money, a new book about Timeless Wisdom for Financial Wellness.
Get Yours Today

“Everyone Deserves A Financial Plan”

In Beyond Money: Timeless Wisdom for Financial Wellness, Certified Fi­nancial planner and author, Brad Rasley weaves easy-to-follow and practical advice with a fictional story about Steve Taylor, who is facing the prema­ture end of his life. When Steve meets another, older gentleman in the same situation, timeless wisdom for financial wellness appears and completely reshapes the beliefs and destiny of Steve and his family.