Guidance When And Where You Need It

We work with you to design custom, multi-channel programs based on the specific needs of your workforce with the goal of engaging all employees with ongoing, personalized support to create a culture of financial wellness.

Workplace Financial Wellness Assessment

You receive an aggregated report of all individual financial wellness assessment results broken down by age, income, gender, and location, so you can build a custom program that directly addresses your employees’ financial issues.

Financial Learning Center

The patent-pending online platform allows employees to quickly assess their financial situation and obtain personalized guidance based on their needs.

Financial Wellness Assessment

In 5-7 minutes, employees identify their most pressing vulnerabilities
and receive a personalized action plan with recommended next steps
and suggested educational resources.
  • Personalized plan based on their unique situation
  • Rates financial wellness versus their peers
  • Leverage benefits through single-sign-on

Navigating Life Events

Employees get their financial questions answered with step-by-step
guides to address major life events, including ways to leverage their
workplace benefits.
  • Unbiased articles, calculators, and videos
  • Full benefits integration to help employees take action

Financial Helpline

On demand and ongoing phone-based coaching to help employees resolve financial problems and achieve their goals.

1-on-1 Consultations

Proactive financial planning sessions designed to help employees develop and implement personalized financial plans.

Workshops & Webcasts

Employees enjoy hands-on, interactive sessions using behavioral finance techniques proven to drive behavior change. Topics cover everything from basic money management to custom workshops on benefits changes.

  • Facilitated by an in-house CFP® with over 10 years experience
  • Employee benefits fully integrated into sessions.
  • Gamification and case-study approaches ensure employee engagement

What Your Financial Advisor Isn’t Telling You: The 10 Essential Truths You Need to Know About Your Money

A cost-effective solution for smaller companies to teach employees to protect their money, maximize their benefits, and improve their overall financial well-being.

Step 1: Purchase a book for all your employees

Step 2: Send us a receipt of the purchase

Step 3: Schedule a consultation to help you leverage principles in the book into workshops

Learn More

Financial Finesse In Your Pocket

With our mobile app, your employees get instant access to all of their financial wellness services, allowing for one-touch access to speak with a financial planner, register for a workshop, and take a financial wellness assessment.

Full Program Support

All the components you need to develop, launch, and maintain a successful program are included in the pricing of our services.

Custom Marketing

  • Marketing Strategy
  • Program Launch
  • Targeted Messaging

Event Management

  • Event registration
  • Notifications and reminders
  • Include other vendors’ events

Ongoing Reporting

  • Utilization
  • Survey Results
  • Behavior Change and ROI

Build A Custom Program For Your Employees

Schedule a chat with a consultant who can design a program specifically for your company.

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