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How It Works

Too many questions. Not enough answers.

Have you ever offered programs and resources to your employees, only to find out that they open the door to a litany of personal questions?

If you offer a 401k matching program, you probably know what we’re talking about. Someone stops in to discuss the program, and before you know it, they’re asking you a very personal question: How much do you think I should invest?

Legally, you cannot provide financial advice to your employees. And even if you could, there’s never a one-size-fits-all response.

That’s where we come in.

Our team of trained coaches is here to answer the questions you can’t by providing personalized financial direction and guidance to your employees.


Financial Wellness@Work is beneficial.

Our program is structured in a way that provides enhanced benefits to employers. You pay nothing for this service, and your employees pay only for the services they choose to take advantage of.

Financial Playbook

This online dashboard allows employees to link accounts and manage their finances in one easy place. It’s easy, and it’s free.

Financial Coaching

Employees who enroll in this program can take advantage of personal coaching sessions with a simple $25 monthly payroll deduction.

Financial Management

Full-service portfolio management services are available to any employees who wish to invest $5,000 or more.

As an added bonus, all employees will receive a monthly newsletter filled with relevant financial advice.