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Workplace & Organizational
Financial Wellness Plans

Boost Employee Engagement, Retention, & Well-Being

Independent Financial Education & Insights That Empower Your Employees or Members With the Knowledge, Habits, Mindsets, and Actions to Enhance Their Financial Wellness and Overall Well-Being

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Financial Wellness Foundations Plan

Empower your employees / members every month with the knowledge and tools to support their financial goals and elevate their overall well-being.

This monthly financial wellness program helps employees / members gain expert insights and actionable strategies on critical financial topics, including budgeting, debt management, student loan repayment, home buying, building emergency funds, retirement planning, and much more.

Duration: 45 minutes per session

Cost: Starts at $1,000 per session

Financial Wellness
Boost Plan

This quarterly financial wellness program empowers employees / members with timely financial insights on current economic situations such as inflation, actionable tips on personal finance topics such as effective budgeting and retirement planning, and practical solutions to boost their financial health and overall well-being.

Duration: 45 minutes per session

Cost: Starts at $1,500 per session

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Financial Wellness
Flex Plan

This option provides the most flexibility for you and your employees / members.

Choose from a variety of critical financial topics, choose the format (ex webinar, virtual or in-person workshop, presentation, etc.), and choose the frequency (ex one-time, semi-annually, or other flexible option).

Duration: 45 minutes per session

Cost: Starts at $1,500 per session

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