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
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- Online portal to track finances
- Spending
- Income
- Assets
PLANNING
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- Session with a CFP
- Goals Calculations
- Monitoring
- Reminders
ADVISOR HOTLINE
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- Speak to a live person
- Certified Financial Planner (CFP)
- Questions by email
EDUCATION
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- Money Library
- Webinars
- On site seminars
BONUS
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- 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 providedSet up online portal
• 1st step to financial freedom is Awareness!
• Get your money organized
• Know where everything is atConnect with CFP
• Schedule an online session to get your financial plan going
• Ask specific and individual questionsMonitor & 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