Financial Guidance

In addition to the face-to-face or virtual workshops, our experienced Financial Wellness Coaches follow-up with employee or executives who express interest in a free private consultation to:
- Assess their needs and goals, including aspirations for the family
- Review their financial situation and provide a customized plan
- Strategize on protection from “life unexpected”
- Provide guidance on how to achieve their financial & retirement goals
Why Financial Wellness?
Our workshops give your employees the opportunity to strengthen their skills, pick up critical knowledge and sound guidance, helping them maintain good health.
Flexible Curriculum
We create comprehensive curriculum's personalized to meet the needs of your diverse workforce.