64% of Americans are living paycheck to paycheck *CNBC Jan 31, 2023
1/3rd of those making over $250k are also living paycheck to paycheck * Business Insider 01/31/2023
Personal Finance is getting more complex:
Your employees have financial questions and concerns that are impacting their job performance.
We are a fee-only fiduciary planning firm that can answer their questions. Everything from basic budgeting and investment help to complex tax issues.
And best of all these programs start at only $29/month per employee!
Let us design a custom financial education and planning program for your employees:
We offer Group Financial Workshops at your location, Benefits education during open enrollment, One on One financial planning sessions with your employees along with proprietary fintech tools.
Our workplace planning program blends the best of personal interaction and technology with our custom developed financial app.
Your employees get full access to a CFP® professional via in person or through the app so that they can take charge of their personal finances.
Whether you have 5 or 500 employees……
Call us today and let’s design a benefit that can produce tangible results for your business and employees:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.