Your access points:
1. Discover your true purpose for money and life.You and your employees will have an opportunity to put Financial Wellness into action. Financial Wellness focuses on the overall relationship with money. We believe this encompasses all three key areas: Personal, Financial, and Portfolio Wellness. Improving employee financial wellness can favorably impact an organization’s bottom line.
Employees who are financially unhealthy are often stressed and distracted, affecting absenteeism, productivity, retirement, and healthcare costs. We provide employers with valuable insight into the financial health of employees and the ability to measure the results and impact of benefit and wellness programs.
Your access points:
1. Create your Emergency Fund Plan.
2. Create a Budget Plan.
3. Create a Debt Free Life plan.
4. Create a 3 to 6 months of living expense emergency fund plan.
5. Create your Retirement Investing Plan of 15% of income.
6. Create a Higher Education Plan.
Your access points:
1. Build a portfolio that avoids the common investing pitfalls.