AS FEATURED IN

FOR EMPLOYERS

Money@Work is a financial wellness program designed to help your employees decrease their financial stress by providing comprehensive financial planning. An online solution supported by Certified Financial Planners (CFPs), the program helps your employees take control of their personal finances. By helping empower your employees financially, your organization will improve talent retention rates, increase worker productivity, and grow participation in your organization’s employee benefit programs.

WHAT YOU GET

We empower your employees to manage these financial decisions and challenges with confidence:

  • Cash flow & budgeting
  • Building savings
  • Paying off debts
  • Retirement planning

  • Rent vs buy decisions
  • Insurance needs
  • Portfolio allocations

HOW YOU GET IT

Our comprehensive financial planning solution give each user:

Annual Financial Plan

Employees work with a MainStreet CFP to create a plan for themselves and their families.

Online Portal

Easily and regularly track against financial goals. Access spending plans, investment statements, and user-friendly tools to help you stay on track.

Education Resources

Webinars, training modules, best practice articles, and on-site resources.

Advisor Hotline

After a plan is built, regularly access a CFP to answer questions and address challenges.

E-mail Alerts & Monitoring

Notifications to keep the plan on track and updates as resources are added to the portal.

Decisions we help your employees make

CASHFLOW & BUDGETING

Let’s face it, budgets are not sexy, that’s why we’ve got a Spending Plan for you.

PAYING OFF DEBTS

It’s no fun to have debts. Lay out a battle plan to tackle it.

SPECIAL SITUATION PLANNING

Getting a divorce
Special Needs
Stock options/RSUs

IS MY PORTFOLIO BALANCED?

Everyone says I should be investing. But what is the right strategy for me?

HOW MUCH INSURANCE DO I NEED?

Life; Disability
Long Term Care
Liability: Home & Auto

RETIREMENT PLANNING

When should I take my social security; Annuity for Saving and/or guaranteed income; Withdrawal Strategy for Retirement Funds

BUYING A HOME OR RENTAL PROPERTY

Should I buy or should I rent? How much house can I afford?

HOW MUCH DO I NEED TO SAVE?

For college
For retirement
For house

STEP BY STEP

The Money@Work Financial Wellness Process

  • Meet & Greet

    • Get to know your advisory team
    • Custom introductory seminar or webinar
    • Review of benefits package

  • Set up online portal

    • 1st step to financial freedom is awareness!
    • Get your accounts organized
    • Determine financial goals
    • Access e-mail alerts, training, and more

  • Connect with your CFP

    • Work with one of our financial planners on your plan
    • Ask specific and individual questions

  • Monitor & Stay connected

    • Advisor Hotline
    • News & e-mail alerts