Corporate Financial Wellness

LIVE, INSTRUCTOR-LED FINANCIAL WELLNESS SESSIONS

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WHAT IS FINANCIAL WELLNESS?

HELPING EMPLOYEES PUT THE FINANCIAL PIECES TOGETHER

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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™

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CONNECT

Connect with our team about your financial wellness goals

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ENROLL

Enroll your company and receive materials to notify employees about their new benefit

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JOIN

All employees get instant access to live, online weekly financial wellness sessions and 1-on-1 financial consultations* (*added benefit)

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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

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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

 
Bankrate
The newyork times
Yahoo!
CNN Money
Upscale
Investor’s Business Daily
Siriusxm
 

Employess, do you want financial wellness at work?

Ask Your Employer