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70 % of HR Professionals Say Financial Issues Impact Employee Performance. (1)

63% of people don’t have an emergency savings to cover a $500 expense. 
(2)

78% of People say they don’t feel financially secure.
(3)

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The Facts

BOOK A FINANCIAL WELLNESS EVENT FOR YOUR EMPLOYEES TODAY!

What is financial wellness?


Financial wellness is about understanding your financial situation and taking care of it in such a way that you are prepared for financial changes and challenges.

Its about creating healthy habits that lead to better, consistent long term results that benefit the employee and employer.

Establishing your business as having a culture that supports financial independence and wellbeing.

It is mission driven initiative to provide positive influence and change to your employees lives.

It’s Time to Create a Financially Healthy and Wealthy Future for Everyone

1 -  Society for Human Resource Management (SHRM), “Financial Wellness in the Workplace,” May 2014 
2 - McGrath, Maggie, “63% of Americans Don’t Have Enough Savings to Cover a $500 Emergency,” 2016.  
3 - Prudential, Financial Wellness Consumer Research, 2016

54%

of Employees Want Their Employer to Provide them With a Trusted Fiduciary Advisor to help them with their financial situation.

A NEW WAY TO VIEW RETIREMENT