Workplace Financial Wellness Solutions
Effective workplace financial education is not a one time lunch and learn about budgeting or the annual 401k review. Building and maintaining financial stability is a long term process that includes every aspect of dealing with work life issues.
We work with Human Resource Management, Employee Assistance Providers and the Financial Community in order to provide effective financial education in the workplace. We focus on three main objectives to help build employee financial wellness in a teamwork environment.
We identify the barriers of employee engagement.
We design the best method of delivery specific to employer culture and employee demographics.
We promote a positive partnership that encourages long term sustainability and improved productivity for the employee while maintaining profitability and value for the employer.
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