Financial Benefits

Measuring The Financial Benefits

How will your organization measure the impact of the Financial Wellness Plan™? Very simple, we will provide you with an updated savings as an aggregate for all employees who have put our plan into effect. As we meet with new employees or add existing employees to the plan, we will provide an updated savings figure. Your organization can use this as leverage to your employees so as to demonstrate how proactive and dedicated it is to them by communicating the savings as a total.

Depending on each employee’s unique situation, they can save hundreds or thousands of dollars in after tax dollars in the first year. It is important to note that these savings are not just a onetime benefit but rather your employees will realize savings of this plan on a monthly basis, year in and year out.