Financial Coaching Services
Our Financial Wellness Coaches are real people with many years of experience who share one priority - to educate, advise and coach your employees on making sound financial decisions for themselves and their family.
- Our coaches show employees how they can plan for their financial future through a comprehensive curriculum.
- They will discuss the steps employees can take to expect for the unexpected.
- They will review current benefits offerings
- Demonstrate the value of the benefits you provide and how to maximize them.
When an employee chooses to meet with a coach individually, they can expect to receive:
- A comprehensive financial needs analysis
- Access to a Personal Financial Wellness Website to track their goals
- Financial newsletters
- Quarterly market updates and real time market updates
