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 through a high-demand, cost-effective employee benefit.
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