Financial Wellness as an Employee Benefit
Offerings
Tier 1
Employees receive access to the Financial Wellness Experience assessment and are automatically enrolled in an ongoing advice and education email campaign upon completion of the assessment.
Tier 2
All of the same benefits as Tier 1, plus additional employee education options such as workshops and webinars. We have a whole suite of topics to choose from, depending on the wants/needs of your company and your employees. Choose from in-person or digital offerings.
Tier 3
By connecting employees with financial planning services, employers can play a key role in helping employees achieve their goals. Consider building this service into your company benefit package offering, either as a 100% covered benefit, or via a cost-sharing arrangement with the employee. Reach out to our team for additional information.