A complete financial wellness ecosystem — tax strategy, wealth building, estate planning, family financial literacy, and more. Delivered to your entire workforce. Cost to you: zero.
Photo: Diverse HR team in a bright,
modern office — people smiling,
reviewing benefits materials together
of American workers say money is their #1 source of stress
estimated annual employer cost from employee financial stress
employees want more financial wellness support from their employer
Photo: Employee at their desk,
distracted and worried —
financial stress at work
The Problem
The employee in the 2pm meeting who can't focus because of a tax bill. The one who declined their 401(k) match because they "can't afford it right now." The one who just got a refinancing mailer and has no one to call.
Financial stress doesn't stay home. It shows up at work — in productivity, decisions, and retention. Most companies respond with a gym discount and an EAP hotline. That doesn't move the needle on money.
The Solution
We've built a complete financial wellness ecosystem for homeowners and their families. Partner with us and your employees get access to all of the following — at no cost to you or them.
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For HR & Benefits Teams
You say yes. We do the work. Employees feel seen. That's the whole story.
No subscription fees, no per-employee charges, no hidden costs — ever. Funded entirely by our professional network.
One 20-minute briefing call. One announcement email to employees. We build the rollout kit and handle everything else.
A CPA referral, a financial planner, and a family literacy program are the kind of benefits employees mention at dinner. A gym discount isn't.
Financial wellness is still rare in SMB benefits. Adding it now makes you stand out in recruiting and retention conversations.
Photo: HR director confidently
presenting at a company all-hands,
employees engaged and listening
Getting Started
We walk you through the full program, answer every question, and confirm it's a fit. No commitment required.
Employee materials, announcement templates, and an FAQ sheet — all prepared by us. You send one email.
Individual checkups, workshops, access to our vetted professional network, and home equity monitoring — ongoing, not one-time.
Testimonial from an HR Director at a 150–300 person company about how easy the rollout was and how much employees responded to it.
Testimonial from an employee about the Financial Fitness Checkup — something specific about taxes, home equity, or financial clarity they gained.
FAQ
One 20-minute call is all it takes. No commitment, no sales pressure — just a conversation about your team and whether this is the right fit.