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Empower Your Employees to Find Their Personal Path to Financial Security
A next generation Financial Wellness Benefit in the form of a unique strategic modeling tool wrapped in a literacy program.
Employer Sponsored Financial Wellness
Does Your Financial Wellness Program Add Up?
As employers look for new ways to attract, retain and engage talent, an effective financial wellness program is increasingly a competitive necessity.
Financial stress is common, and work suffers.
54% of Americans say their financial situation is "only fair" or "poor".
4.
Bridge the Financial Services Gap
Offer employees critical tools and skills that they cannot readily access elsewhere.
For the gainfully employed, financial stress is almost always the result of inadequate planning and prioritization. Until now, access to strategic financial planning has only been available to high net worth investors or people paying thousands of dollars.
In contrast, spend tracking services, educational content, and investment management have long been readily available to all at little or no cost.
Strategic planning provides context for the more tactical topics like spend tracking and portfolio design. We believe an effective Financial Wellness program must:
- Help employees formulate spending strategies, independent of past behaviors, that balance now and the future.
- Enable employees to envision and validate a realistic path to attaining dearly held goals and permanently achieving financial viability.
- Be intuitive enough for anyone to use and benefit from.
- Stand on its own or complement existing Financial Wellness efforts.
- Be low cost enough to be accessible to HR professionals without extensive approvals, and minimize the impact on funding other programs and benefits.
