Financial Wellness as an Employee Benefit
Offerings
Base Package
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.
Premium Package
All of the same benefits as the Base Package, 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.
Financial Planning as an Employee Benefit
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.