Giving your staff, team, or the people you serve access to financial wellness programming services can help them feel supported as they work to resolve financial challenges and achieve greater financial strength.
Personal finance issues can increase your team’s stress levels, affect their productivity, and detract from the overall atmosphere. Proactively addressing the financial concerns of the individuals you serve can improve their sense of well-being and transform your work environment.
Although our financial wellness programs are customized to the needs of your organization, each program shares the common goal of making a lasting difference in the lives of the people you serve. Some may feel an instant boost in their financial confidence; often a person’s stress can be reduced just by getting a few questions answered. Others may experience long-term benefits as they translate financial education into positive life action.
Financial Education Customization Process
To accommodate a wide variety of schedules and needs, we offer financial education services that best fit your situation. During the initial program design process, we will analyze your unique situation and data to create a mix of educational methods and delivery options that meet your needs and outcome goals.
At set points during the educational process, we provide your organization with detailed program reports. This reporting includes details on attendance, test results, survey feedback, and other program measures. To respect and protect team members’ privacy, no personal financial data will be shared.
Each organization has specific needs and constraints when offering team members access to financial coaches. We have built our organization program to be flexible to accommodate the needs of different organizations and team members.
Educational-grade Financial Wellness Lessons
Empower the people you serve with financial literacy education resources that provide high-quality content and practical lessons that focus learners on applying the lessons to real-life situations. We accommodate your team at several different touchpoints:
We provide comprehensive reporting for your employee wellness measures. The programming report demonstrates program results and highlights details that show how your company contributes to your employees’ financial, physical, professional, and social well-being.
For organizations seeking to support their teams with financial wellness programs – we have your solution.
Designing a financial wellness program that creates measurable increases in financial capabilities while supporting your organizational objectives takes expert design and execution. We have proven systems that provide your organization with educational-grade content, positive user experience, and a team of experts working for you.