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
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
- Debt Management
- Credit Management
- Education Planning
- Elder Care
- Estate Planning
- Retirement Planning
- Behavioral Finance
A Free Benefit
Employer paid benefit
A Rewarding Experience
Employees earn rewards as they participate
Gain access to cutting-edge financial planning technology that models retirement, insurance, college funding and other financial goals.
Want to talk?
WHY FINANCE MATTERS
Have a minute? Check out our helpful financial videos.