Building A Financially Healthy Society

We’re on a mission to provide financial coaching to employees from all walks of life, so they can focus on the things that matter most.

Join the movement today

The definition of insanity is doing the same thing over and over again, but expecting different results.

Education is Only the First Step

Financial
Education

Employees receive unlimited access to unbiased information and guidance to ensure they regularly make smart financial decisions.

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Financial
Mastery

To plan for the future, employees get ongoing support and coaching to help them apply key financial concepts to their everyday lives.

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Financial
Habits

Employees begin by making small changes, triggering the reward center of the brain, which over time leads to larger steps and the formation of habits.

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Goal:
Financial
Wellness

Our process ensures employees dramatically reduce their financial stress, thus improving their overall state of well-being.

LEARN ABOUT OUR UNIQUE PROCESS

2.4

MILLION EMPLOYEES REACHED

89%

TAKE ACTION

97%

FEEL BETTER PREPARED

99%

RECOMMEND US

Employees are empowered to take full control of their finances.

ELIMINATE YOUR DEBT

I am comfortable with the amount of (non‐mortgage) debt I have.

55%
1st Assessment
71%
2nd Assessment

KEEP SPENDING UNDER CONTROL

I have a handle on my cash flow so I spend less than I make each month.

82%
1st Assessment
81%
2nd Assessment

PREPARE FOR RETIREMENT

I know I am on target to replace at least 80% of my income in retirement.

34%
1st Assessment
47%
2nd Assessment

INVEST FOR THE FUTURE

I have a basic knowledge of investing.

 

81%
1st Assessment
94%
2nd Assessment

MAINTAIN PROPER DIVERSIFICATION

I feel confident my investments are allocated appropriately.

 

47%
1st Assessment
68%
2nd Assessment

UNDERSTAND THEIR LIMITS

I have taken a risk tolerance assessment.

 

55%
1st Assessment
83%
2nd Assessment

PAY FOR COLLEGE

I know how much I need to save for college costs and am on track to meet that need.

21%
1st Assessment
28%
2nd Assessment

KEEP MORE OF WHAT YOU MAKE

I maximize all available tax credits and deductions.

 

53%
1st Assessment
71%
2nd Assessment

PROTECT YOUR FAMILY

I carry enough life insurance to adequately replace my income.

 

62%
1st Assessment
76%
2nd Assessment

SIMPLIFY TRANSFER OF WEALTH

I have made sure my beneficiary designations are up to date.

 

87%
1st Assessment
100%
2nd Assessment

EXPLORE EMPLOYEE STORIES

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Your Organization Can Do Well by Doing Good

Employer of Choice

The best employers offer best in class benefits that help support all aspects of their employees’ lives.

Increased Engagement

By reducing financial stress, employees will not only be happier and healthier, but also more focused on excelling in their role.

Better Benefits Management

All programs include full benefits integration, so employees know how to get the most out of their benefits.

Retirement Preparedness

When employees are financially prepared, they can retire on their own terms, saving your company thousands in delayed retirement costs.

VIEW OUR PROGRAM ROI

Custom programs allow you to address your unique organizational challenges.

LEARN HOW WE BUILD CUSTOM PROGRAMS

As true partners, we’re able to achieve success together.

CHECK OUT MORE CLIENT ACHIEVEMENTS

It’s your turn to make a difference.

Schedule a chat with a consultant who can help design a custom program for your company.

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