The “Financial Wellness Plan™”

An integral component of a comprehensive group benefits package today is a Health and Wellness Plan. This is where Financial Wellness Planning™ is unique with our service offering; we provide our Financial Wellness Plan™ as a standalone Employee Assistance Program (EAP) or as an add-on EAP to be used in tandem with the current employee benefits offering.

Our Financial Wellness Plan™ reviews the regular monthly expenses individuals and families incur. The goal is to reduce these expenses and alleviate some of the monthly financial burden. In order to do this, there are a number of costs that we gather information about so that we can conduct an analysis and formulate a personalized plan detailing the savings.

In addition to the money individuals/employees will save year in and year out, here are some of the benefits your company may experience by assisting employees with their financial wellness and reducing stress:

  • Enhanced employee morale
  • Higher retention rates
  • Lower employee stress levels
  • Reduced lateness and absenteeism
  • Fewer mistakes
  • Improved production results