Wellness Program


Your Steps to your financial future

Your Employer set you up with all the tools to plan for your retirement.


Overwhelmed with all the bills, financial statements, passwords and important documents?  We’ll spend the time helping your employees organize their financial life and verify they have important documents signed, saved and communicated.

An in-depth workshop aimed at helping employees identify their retirement goals and creating a plan to achieve it.  We’ll engage them with their own 401-k’s and educate them on their choices and how they fit into their goals and wishes. Using the MyMoneyGuidePro software, we can chart the path the employee is on and help forecast if he/she will reach their goals.

Investing 101. We’ll walk the employees through the complex world of investments and decipher the difference between stocks, bonds, mutual funds and ETF’s. Lastly, we’ll walk through planning for college and goal saving.

“A goal without a plan is just a wish.”  This workshop will educate employees to make a plan through crafting a budget and simple tools for debt elimination. Learn how to budget within your means, without the sacrifice of your needs.

Protect What You Have!Deductible?  HSA?  FSA?  Co-Pay? Whole Life or Term Life? A workshop designed to decipher the alphabet soup of all insurance types and the insurance benefits you provide. We’ll, also, discuss how much insurance is needed and how to save money on purchasing insurance.

Create Your Financial Plan

Trusted and Proven MyMoneyGuide® will walk you through your process. This is the number one financial planning software trusted by professionals for over 15 years.

Ultimate Life Organizational Tool

Everplans is a simple, step by-step guide through legal, financial, healthcare and personal decisions—a tool that ensures your wishes are met and your loved ones aren’t left with hassles.


Everyone deserves a financial plan