A Next Generation Financial Wellness Benefit

For employers, a competitive benefit, less distracted employees, and a small price tag.
For employees, a vision for financial security and enhanced financial literacy.

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Employer Sponsored Financial Wellness

Does Your Financial Wellness Program Add Up?

As employers look for new ways to attract, retain and engage talent, financial wellness programs in the workplace are increasingly a competitive necessity.

According to the US Consumer Financial Protection Bureau, the average employer offering a Financial Wellness benefit spends $144 per employee per year or $12 per employee per month. FinanSavvy will cost you 65 cents per employee per month.

Financial stress is common, and work suffers.
54% of Americans say their financial situation is "only fair" or "poor". 4

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Bridge the Financial Services Gap

Offer employees vital Strategic Planning capabilities that they cannot readily get elsewhere.

For the gainfully employed, financial stress is often the result of inadequate strategic planning. Strategic planning is needed to provide context for the more generally available tactical services like spend tracking or portfolio management. We believe an effective Financial Wellness program must:

  • Help employees formulate spending strategies 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.
  • Be low cost enough to be accessible to HR professionals without extensive approvals, and minimize the impact on funding other programs and benefits.

Employees Learn to Balance Today With Tomorrow

A Strategic Essentials Focused Personal Financial Planning Process Combined with an Intuitive Modeling Tool

Budgets to Spend Smarter - Employees Can:

Forecasts for the Future - Employees Can:

The FinanSavvy Financial Wellness Program

Effective, affordable and completely turnkey.

Get on a fast track to delivering a uniquely valuable wellness program to your employees. With FinanSavvy you gain:

  • A 'learn by doing' approach to holistic financial literacy founded on a concise planning process and robust web based software.
  • A solution offered as a hosted service that is implemented and managed for you, secure and scalable.
  • An approach free of conflict. Our exclusive focus is delivering a great wellness program, we have no investment products or services to market or sell.
  • Affordable at 65 cents or less per employee per month.

Learn the elements that make up a successful Financial Wellness Program. Read our free eBrief.

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FinanSavvy and FinanSavvy.com are Trademarks of Sightful Software, Inc. Copyright 2017
Sightful Software, Inc. is neither a registered investment advisor nor a broker dealer. The Service is provided for educational purposes.