How concerned are you about your employees’ financial stress? How is overall participation in your employee benefits program? Do you have concerns about worker productivity and employee retention?
We can help. Our team of Certified Financial Planners™ (CFP®s) provide financial advice based on an individual employee’s current financial situation and a blueprint that shows how to achieve financial goals and objectives for the future.
One-on-One Financial Counseling
While group financial presentations can significantly improve financial behavior; recent studies indicate that individual financial counseling (IFC) sessions between an employee and qualified financial advisor can provide the most effective and longest lasting change. IFC sessions include:
A 30-minute face-to-face or online meeting
The development of a customized written financial action plan
IFCs are supported by Certified Financial Planners™ (CFP®s). CFP® professionals are trained to help develop a comprehensive strategy to reach short- and long-term financial goals. CFP®s must comply with Fiduciary Standard when engaged in financial planning, meaning they will always provide advice that is in the best interest of the client.
The sessions are designed to help employees take control of their personal finances. By helping empower employees financially, organizations can improve talent retention rates, increase worker productivity, and grow participation in employee benefit programs.
Let’s face it, budgets are not sexy, that’s why we’ve got a Spending Plan for you.
It’s no fun to have debts. Lay out a battle plan to tackle it.
Getting a divorce
Everyone says I should be investing. But what is the right strategy for me?
Long Term Care
Liability: Home & Auto
When should I take my social security; Annuity for Saving and/or guaranteed income; Withdrawal Strategy for Retirement Funds
Should I buy or should I rent? How much house can I afford?
MainStreet will work with you on scheduling the event date and helping your organization promote the event to your employees. The event can be online or in-person!