Workplace Financial Wellness Programs
We offer customized financial wellness solutions for small to mid-sized companies using our MoneyWise 365 platform. We tailor our program to include your company benefits and input from other benefit resources.
In addition to a comprehensive launch plan, we provide employers with a variety of marketing materials designed to motivate regular engagement throughout the year with minimal effort.
We start the process with an employee survey to determine specific areas of interest and then we develop a series of webinars based on their responses, so your employees have a say in the process.
Here’s how we can serve your team:
Financial Education Webinars
We offer financial education webinars and workshops, that include reference materials to help employees safely practice their skills such as workbooks, challenges, quizzes, and resources + Q&A sessions.
Some popular webinar topics include:
- Debt management
- Saving for retirement
- Planning for major life events (a new baby, buying a house, divorce, etc.)
1:1 Financial Counseling
As a part of our basic package, we also offer private personalized sessions to address individual questions and provide actionable guidance. These sessions can range from general money questions to specifics like setting up a debt payoff plan to more involved sessions like retirement prep. OR, they can be used for annual financial health checkups for proactive money management.
Customized Financial Plans
As an optional service, we offer customized financial plans. Unlike the support offered in the 1:1 counseling sessions, our customized plans take a more comprehensive approach so you have a roadmap to follow from start to finish — whether its focusing on one specific area like retirement planning or creating a plan to encompass all of the major areas of your financial life — from goal setting to estate planning and eldercare.
Our customized plans may be incorporated into your employee package, or we can provide you with a discount code to give to your employees so they can purchase these services on their own at a discounted rate.