Planning as a benefit.

Better productivity and better retention

Much like how successful businesses prepare short-term, medium-term, and long-term financial business plans to make decisions, your employees need to do the same in their personal lives.

By providing employees with financial planning as an employee benefit, you can play a key role in helping your employees achieve their goals while optimizing your ROI on wages and benefits through increased employee productivity and retention.

Consistent with our mission to help all people make sound financial decisions, we offer a continuum of financial planning services which includes:

  • One-on-one comprehensive financial planning for executives and key personnel
  • One-on-one cash-flow and household-based financial planning for employees
  • Instructor led workshops where employees build their own financial plan in class

The fee charged for these programs is dependent on the scope and volume of financial planning services to be offered. We can also advise on cost-sharing arrangements designed to assure employees have some “skin in the game.”