AS FEATURED IN

Money@Work Financial Wellness benefits program is designed to help you retain your best talent with objective, fiduciary driven and comprehensive approach to all their money decisions

For EMPLOYERS

Money@Work Financial Wellness program is designed to decrease financial stress, increase retentions, productivity and get financial house in order

  • Retain best talent

    Help your best people take control of their financial lives

  • Simple onboarding process

  • Educational platform

    Engage employee awareness & participation

  • Affordable Pricing

    Everyone gets to participate in the game

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

What’s Included

These are the included features with Money@Work Financial Wellness Program

  • ONLINE PORTAL

    • Online portal to track finances
    • Spending
    • Income
    • Assets

  • PLANNING

    • Session with a CFP
    • Goals Calculations
    • Monitoring
    • Reminders

  • ADVISOR HOTLINE

    • Speak to a live person
    • Certified Financial Planner (CFP)
    • Questions by email

  • EDUCATION

    • Money Library
    • Webinars
    • On site seminars

  • BONUS

    • Money Flow System course
    • New Age Finances Course
    • Free access

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 currently provided

  • Set up online portal

    • 1st step to financial freedom is Awareness!
    • Get your money organized
    • Know where everything is at

  • Connect with CFP

    • Schedule an online session to get your financial plan going
    • Ask specific and individual questions

  • Monitor & Stay connected

    • Advisor Hotline--Weekly/Monthly questions by email **(only after initial plan is done)
    • Money Library access (stay on the top of FinNews)

COST

$1,500 initial account set up fee

$60 per month, per employee