LIVE, INSTRUCTOR-LED FINANCIAL WELLNESS SESSIONS
WHAT IS FINANCIAL WELLNESS?
HELPING EMPLOYEES PUT THE FINANCIAL PIECES TOGETHER
A financial wellness program is a comprehensive plan that assists employees with their overall financial health. We work with you to create a program that will not only educate your employees but improve your bottom line
HOW IT WORKS
OUR STRATEGIC FINANCIAL HEALTH PROCESS™
Connect with our team about your financial wellness goals
Enroll your company and receive materials to notify employees about their new benefit
All employees get instant access to live, online weekly financial wellness sessions and 1-on-1 financial consultations* (*added benefit)
GROW & TRACK
See an increase in employee productivity, engagement and your bottom line.
WHY FINANCIAL WELLNESS?
FINANCIAL WELLNESS HAS SIGNIFICANT IMPACT ON EMPLOYEES & YOUR COMPANY
Nearly 1 in 5 employees have skipped work to deal with a financial problem.
81% of workers feel financial strain hurt productivity.
Employee participation in financial wellness programs have Led to increased participation in benefits and retirement readiness.
A quality financial wellness program will have a 3:1 ROI (return on investment).
MetLife, inc., 10th annual study of employee benefits trends: seeing opportunity in shifting tides ** MetLife, inc., 10th annual study of employee benefits trends: seeing opportunity in shifting tides *** Society for human resource management, shrm research spotlight: financial education initiatives in the workplace ****The personal finance education foundation survey