Employer Services
What does your organization's financial wellness program look like?
Employees with a sound financial foundation contribute more and demand less. Discover a new way to help your employees navigate today's complex economic challenges while improving your workforce's productivity and engagement with a unique financial wellness program.
Discover a partnership to deliver a wellness program your employees want and need!
We'll complement your existing benefits package with a focus on reducing stressors around money matters, improving your employees' financial health, and helping them gain confidence in their financial future today and retirement future tomorrow.
- Professional guidance partnered with a licensed financial planner
- Personalized meetings for retirement planning
- Customized results for retirement income distribution strategies
- Group webinars on financial topics important to your employees
- One-on-one financial coaching calls, not a call center environment
We offer two paths to financial wellness for your employees.
You care about your employees! It's time to optimize your workforce, enhance your benefits, and empower your employees with renewed confidence and trusted financial and retirement guidance.
Regardless of age, employee financial wellness is essential to a productive, thriving workplace! We partner with employers on two critical pathways to help improve your employees' financial health. Each path provides the opportunity to partner and receive one-on-one, professional guidance from a licensed financial planner for:
- Retirement Planning
- Financial Coaching
Path 1 | Retirement Planning
For employees ready to prioritize their retirement planning, we guide them with a planning-led approach, using our 4-step process called EASE.
- Envision - A collaborative discovery conversation
- Analyze - A review discussion of data to establish a baseline
- Solutions - An interactive scenario meeting with customized results
- Evaluate - An annual review of results, priorities, and adjustments
Partnered with a licensed financial planner, we offer a personalized experience to help them gain a sense of security in their plan for retirement and develop a retirement income distribution strategy.
CLICK HERE to read more about our planning-led, process-driven approach.
Path 2 | Financial Coaching
To support your employees' overall health and well-being, we provide a safe, confidential space for discussing their top financial goals, concerns, and questions. In this program, we address:
- Setting goals and making a plan
- Budgeting
- Debt management
- Saving and investing
We offer group webinars, individual 1-hour coaching sessions with a licensed financial planner, and a 6-month follow-up check-in call.
CLICK HERE to read our Financial Coaching Program FAQs.