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Financial Wellness for Employees

Reduce your employees financial stress by providing comprehensive financial planning. Our financial wellness solutions are supported by Certified Financial Planners™ (CFP®s) and designed to help your employees take control of their personal finances. Our programs empower your employees financially, helping your organization will improve talent retention rates, increase worker productivity, and grow participation in your organization’s employee benefit programs.

  • Workshops

    • Learning events designed to increase your employees’ financial literacy around a wide variety of financial planning topics.
    • $2,500 per event

  • Advice-For-A-Day

    • Our team of Certified Financial Planners™ (CFP®s) provide financial advice based on an individual employee’s current financial situation and a blueprint that shows how to achieve financial goals and objectives for the future.
    • $5,000 per day

  • Money@Work

    • Money@Work is a financial wellness program designed to help your employees decrease their financial stress by providing comprehensive financial planning.
    • Pricing by company size