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™ (CFP® s), 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:
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.
FREE REPORT
Five Reasons Financial Wellness Impacts your Employee Performance