We package a complete financial wellness ecosystem — CPAs, financial planners, estate planning, family literacy tools, and more — as a free, ready-to-deploy employee benefit.
Photo: HR benefits leader smiling,
laptop open, reviewing program materials
in a bright corporate setting
The Business Case
Employees who are worried about money are less focused, less productive, and more likely to leave. It's not a personal problem that stays at home — it follows people to their desks, into their decisions, and out the door when a competitor offers more.
Most financial wellness programs are vague, expensive, or both. We built something different: a specific, measurable set of services employees can actually use — with no cost to the employer.
of employees say financial stress has impacted their productivity at work
of employees say they want their employer to offer more financial wellness resources
more likely to stay — employees who feel their employer supports their financial wellbeing
What You're Delivering
When you say yes, your employees get access to this complete ecosystem — at no cost to them or you.
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Your Workload
We built this to be the easiest benefit you've ever added. Here's what's on HR's plate:
We walk you through the program, answer questions, and agree on a launch timeline. That's it for the kickoff.
We write the email for you. You approve and send. Employees receive a clear, compelling introduction to the program.
Individual checkups, workshops, professional network introductions, ongoing monitoring tools — all managed by us, not HR.
Book a 20-minute briefing and we'll walk you through exactly what employees get, how the rollout works, and why it costs you nothing.
Book a 20-Minute HR Briefing