Financial wellness programs

Empower your team with the tools and confidence to take control of their financial future.

Why Financial Wellness Matters

  • 84% of employers say that offering financial wellness tools helps reduce employee attrition.   -PR Newswire 2022
  • 61% of employees would stay longer at a company that provides financial wellness training.   -TalentLMS
  • 71% of employees report that such programs help reduce financial stress.    -TalentLMS
  • 60% of workers report living paycheck to paycheck, with that figure especially high amoung Gen Z and Millennials   - PNC 2024

Money is one of the leading causes of stress for employees. When financial stress shows up at work, it affects focus, productivity, and overall well-being.

Our Financial Wellness Program is designed to change that. Through interactive workshops and personal coaching opportunities, we help employees build lasting financial confidence.

What the Program Includes

Group Coaching - Collaborative learning where employees support one another while learning practical strategies.

Ongoing one-on-one coaching - Private sessions for employees who want to take their learning to another level. Provided as a benefit by the employer.

Interactive Activities - Hands-on exercises such as building a personal spending plan, creating a debt payoff strategy, or identifying money habits through guided activities.

Organization Wide Reach - Programs can be delivered across multiple schools, campuses, or office locations, ensuring that financial wellness becomes a consistent benefit throughout our organization.

Workshop - Engaging sessions on budgeting, debt management, student loans, savings, and healthy money habits. Customized to the needs of your staff.

Benefits to your business

Show your employees you care about more than their work — you care about their well-being. A financial wellness program helps reduce stress, increase morale, and strengthen retention by giving your team the confidence to handle life’s financial challenges. Invest in your people, and the returns will ripple across your entire organization.

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