Money@Work for Employers

Empower Your Employees with Money@Work

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 Planner™ (CFP®) Professionals, 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.


Is your lack of financial wellness affecting your employee’s performance?

What We Do

We empower your employees to manage their financial decisions and challenges with confidence.

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

  • Rent vs buy decisions
  • Insurance needs
  • Portfolio allocations

Employee benefits

Every employee will receive an entire suite of benefits that will increase their loyalty to your business and their financial wellness.

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.

Our 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