A financial wellness program designed to empower your key employees with personalized financial planning and education.
Personal collaboration with experienced Certified Financial Planners (CFP), who help employees create a secure financial future.
Increase productivity, improve retention, attract new employees, and grow participation in your organization’s employee benefit programs.
What You Get
More Stable Workforce
Better Use of Employee Benefits
Competitive Benefit Advantage
Higher Business Valuation
Higher Quality Workforce
Contemporary Employee Benefit
- A high-value employee benefit
- Personalized financial planning
- Ten core areas of personal finance
- Experienced, expert Certified Financial Planners (CFP)
- Cutting-edge financial planning technology
- Concierge financial advice hotline
- Financial peace of mind