How It Works — Financial Wellness Benefits

The Process

From One Call to a Benefit Your Employees Will Actually Use

Here's exactly what happens — from your first conversation with us to the moment employees are booking their own Financial Fitness Checkups.

For HR & Benefits Teams

The Employer Journey

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For Employees

The Employee Journey

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After Launch

This Isn't a One-Time Event

The program runs continuously. Employees can request a checkup at any time, attend workshops as they're scheduled, and rely on MyHomeIQ for ongoing home equity monitoring.

Individual Checkups

Available on demand. Any employee can request a Financial Fitness Checkup at any time — not just at onboarding.

Group Workshops

Periodic lunch-and-learn sessions and webinars on financial topics your employees are actually facing — taxes, home equity, estate basics, and more.

Network Introductions

Warm, personal introductions to CPAs, financial planners, and estate attorneys in our vetted network — made when they're relevant and needed.

Ready to Get Started?

Book a 20-minute HR briefing and we'll walk you through the process, answer every question, and give you everything you need to say yes with confidence.

Book a 20-Minute HR Briefing