Finanacial Wellness

A Humanistic Approach to Helping Employees Get Control of Their Family Finances

Through innovation we help employees pursue an above average financial future. People are more than numbers. They are friends, family, neighbors and co-workers. We recognize the stress and anxiety that comes with financial challenges and we strive to fill every employee encounter with warmth and empathy. 

Changing financial behavior challenges us to understand who we are and what makes us tick. Success comes one step at a time, using what motivates us, facing what keeps us up at night and sharing our achievements.

It’s no secret that U.S. employees could benefit from financial wellness:

  • 49 percent of employees are concerned about their finances.
  • 46 percent consider finances their main source of stress.
  • 48 percent of those with financial stress are distracted at work.
  • 16 percent say financial stress negatively impacts their health.

Recapture critical time lost, lower fiduciary liability, improve profitability and enhance participant outcomes for as little as $1 per month per employee.

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