Employee Financial Wellness Program

Empower your employees with a financial wellness program.  

Empower your employees with a financial wellness program. 

Most employees are worried about their finances.

Fear and worry over money can impact employee productivity and well-being.

When a company helps its employees feel confident about their financial wellness, the company benefits by having a workforce that focuses on their work rather than concerns over their mortgage, rent or groceries.

”The percentage of employers offering financial wellness programs rose to 83 percent, up from 20 percent in 2015.”
- 2020 survey of 800 companies conducted by Prudential Financial Inc

"Employers and employees report higher satisfaction with their benefit plans when financial wellness programs are offered," said Vishal Jain, financial wellness officer for Prudential's workplace solutions group. "Employees increasingly look to their employers to help them achieve financial security, and employers are seeking data and insights on how to respond and influence better outcomes."

"Employees are struggling to navigate a convoluted financial landscape," said Anna Phalen, vice president of customer insights at Jellyvision, a benefits-communication software firm. "Many people are making bad decisions or no decisions" when it comes to savings, she noted. "By giving employees education, guidance and resources to help them make smart financial decisions for their future, employers will have a competitive edge when it comes to recruiting and retaining talent, reducing employee financial stress and helping aging populations retire comfortably."

Our experts help all levels of employees through one-on-one planning, educational webinars, and on-demand consulting. 

Topics Include:

Goal-Setting

Once you know what you're working toward, your motivation will skyrocket. We'll help you figure out what matters most to you, then build you a financial plan that gets you there.

Budgeting & Saving

Dream bigger, spend smarter. We'll crunch the numbers and show you exactly how much you should be saving with a budget that makes room for the things you love most while getting rid of the stuff you don't.

Debt Repayment

Whether it's student loans or credit card debt, we can help develop a plan to refinance (if needed) or determine which debt to pay down first. We can also help you improve your credit score.

Emergency Preparation

The right amount of emergency savings will provide you the peace of mind you deserve. Understanding the proper level of insurance (you may or may not need) can save you thousands in expenses.

Investment Education

We'll walk you through the investment landscape. Understanding different investments and how to properly evaluate returns, expenses, and tax implications will empower you to make the decision that's right for you.

Tax Planning

Understanding the complicated world of taxation will set you free from the fear of the tax-man. Once you learn all the different ways you can reduce the taxes you pay, you get excited about all the money you will save.

Retirement Plan

Let's develop a road map that will actually set you on a journey toward a retirement that you can get excited about. We can make adjustments along the way, but we will help you stay on the the path that will get you there.

Legacy Planning

Everyone wants to leave a legacy. Whether it is sending your kids to college, paying off your mortgage, or creating an inheritance for the next generation, we can develop a plan to make it happen.

Request an employer discovery call today!

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FINANCIAL EDUCATION & RESOURCES MOBILE APP

FINANCIAL EDUCATION & RESOURCES MOBILE APP

This complimentary tool makes planning for your retirement and estate as easy as pushing a button on your phone. All these tools at your fingertips...

> On-demand Advisors
> Retirement Calculators
> On-Demand Webinars
> Educational Videos
> Latest News

BEST SELLING BOOKS & DOCUMENTARIES

BEST SELLING BOOKS & DOCUMENTARIES

Get access to best selling books and videos about financial wellness and independence to enhance your family legacy.

> How to pay down debt
> Reduce Income Taxes
> Guaranteed Income
> Financial Independence
> Planning Your Legacy

PERSONAL FINANCIAL MANAGEMENT MOBILE APP

PERSONAL FINANCIAL MANAGEMENT MOBILE APP

We bring together all of your accounts, bills and more,
so you can conveniently manage your finances from
one dashboard.

> Account Balances
> Budgets & Planning
> Credit Score
> Net Worth
> Cash Flow Reports

FINANCIAL INDEPENDENCE ADVISORY FACEBOOK GROUP

FINANCIAL INDEPENDENCE ADVISORY FACEBOOK GROUP

The Financial Independence Advisory Facebook group is a place to learn and share knowledge of how to create financial independence.

> Budget & Panning
> Debt Prioritization
> Reducing Income Taxes
> Guaranteed Income Planning
> Legacy Planning

program pricing

"Your current health insurance or wellness program provider may have a budget set aside for third-party wellness initiatives," he noted. Because financial fitness programs seek to reduce employee stress, "they may be a relevant expense under an existing wellness budget."

"Financial wellness is not a product but a culture that the organization adopts" to improve employees' well-being. - Chris Whitlow. Employee Benefits News

Monthly Price

$3.99 per employee (Cancel at any time)

Annual price

$39.97 per employee (Save $7.91 per year)

The Process

Step 1 - Discovery Call

Step 1 - Discovery Call

The first step in the process is to asses where each employee is at in the financial wellness process, retirement savings and estate planning. It begins with a short phone call to asses your employees values, goals and objectives.

Next, we will collect the necessary data to create a "Financial Independence Report" that can be used as a roadmap to increase financial wellness and ensure the legacy that your employees wish to leave to their spouse, family and/or charities. 

Learn more about the call
Step 2 - Review the Report

Step 2 - Review the Report

This comprehensive report will include...

  1. DEBT PRIORITIZATION
  2. INVESTMENT OPTIMIZATION
  3. INCOME TAX MINIMIZER
  4. LEGACY PLAN MAXIMIZER 

These reports will show you strategies that will protect your assets, your health care and the legacy you want for your spouse and/or children.

Step 3 - Choose What to Learn

Step 3 - Choose What to Learn

At the end of the initial review of the "Financial Independence Report", each employee will get an opportunity to decide which financial resource or strategy they would like to learn more about.

They may want to learn more about debt reduction, accumulating more, protecting their savings, reducing long-term tax liability, optimizing social security, creating a long term care plan and/or creating an estate plan. 

Their Financial Wellness Program includes one 30-minute learning session per month in addition to all the other self service resources that are included with their membership.

Request an employer discovery call today!

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