Our goal is to ensure that we educate and empower your employees to make the right financial decisions, now and into the future. Expert, impartial, financial advice can be provided either to groups or to individual employees for relatively little cost. Improving employees’ financial wellness can lead to healthier employees, reduce absenteeism and lower turnover rates while raising employee satisfaction and improving the employer brand.

However, for financial wellness programs to be successful they need to do more than just provide education they need to result in employees taking appropriate actions that lead to financial success. Our approach to employee financial wellness focuses on engaging employees throughout their lives, with a focus on guiding employees towards action. The objective is to help employees reach their goals for every stage of their “financial lives,” whether it’s saving for a house, a car, college, or retirement. Employee engagement at work is a key driver of increased productivity, stress reduction and increased wellness for employees. This leads to a happier customers which in turn leads to an increased bottom line for the company.