Finance Matters

A Financial Wellness Program

A better benefit

FOR EMPLOYERS

Your top employees are hard-workers, dependable, innovative, lightning fast, relationship cultivators and customer magnets.


They are also ambitious, knowledgeable and expect benefits that speak to the value they contribute.


Finance Matters is a boutique financial wellness program that helps you address their desire for a contemporary, highly personalized benefit.


Increase productivity, improve retention, attract new employees, and grow participation in your organization’s employee benefit programs.

Get in touch with us!

The Value to You

Competitive Benefit Advantage
Contemporary Employee Benefit
Increased
Productivity
Improved
Retention
Better Use of Employee Benefits
Higher Business Valuation
Higher Quality Workforce
More Stable Workforce

THE VALUE TO YOUR EMPLOYEES

A Boutique Advisory Service

  • Work with experienced, expert Certified Financial Planners (CFP)
  • Face to Face meetings and a concierge advice hotline
  • Address and plan for 10 core areas of personal finance
    1. Budgeting
    2. Debt Management
    3. Credit Management
    4. Education Planning
    5. Elder Care
    6. Estate Planning
    7. Insurance
    8. Investing
    9. Retirement Planning
    10. Behavioral Finance

A Free Benefit

Employer paid benefit

A Rewarding Experience

Employees earn rewards as they participate

Holistic Technology

Gain access to cutting-edge financial planning technology that models retirement, insurance, college funding and other financial goals.

Have questions?

FAST FACTS

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