As employers look for new ways to attract, retain and engage talent, an effective financial wellness program is increasingly a competitive necessity.
Spend 3+ hours/week at work dealing with personal financial issues. 7
Workers making $50,000-$99,999 who usually or always live paycheck to paycheck. 6
Say Money causes them stress, making it the #1 source. 5,8
How does stress relate to productivity? Common symptoms are 5,8:
Money matters are causing stress, even while resources like spend tracking, educational materials, and investment-centric services have been readily available to everyone for decades.
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:
Buy a House
Pay for College
Live Well Now
Budgets to Spend Smarter - Employees Can:
Forecasts for the Future - Employees Can:
Get on a fast track to delivering a uniquely valuable wellness program to your employees. With FinanSavvy you gain:
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