Employer Program

Employer

Benefits

Differentiate your company from your competitors and be the “Employer of Choice”

Make a DIFFERENCE in the lives of your employees and their families

Employees like it

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Amanda Lee
Ceo & Founder Crix
Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Adam Cheise
Head Of Sales , Intel

Employee

Engagement

frequency and duration of onsite time determined on a per contract basis

employees do not need to wait until the onsite time to reach out with personal finance-related questions, issues or guidance

employees are not limited to onsite time or business hours. 1-2-1 meetings can occur at a time and location convenient for the employee

unless desired otherwise, a limited number of emails are sent to “all” employees so not to overload inboxes. Specific interest information is provided upon request or based on employee demand

The Process

Step1

Gather Questions

We ask attendees to provide their questions in advance of the session. The in-advance questions along with questions asked during the Info Session often result in a very engaging experience for the audience and the presenter.

Step2

Initial Q&A Session

We conduct “Q&A based Info Sessions” in a group setting for all interested employees with the purpose of answering their questions and educating them on the basics of personal finance.

Step3

Personal Attention

After the session, we schedule 1-on-1 consultations for those employees who wish to do so. 

Step4

On-going Support

Guidance can be one-time or ongoing based on the needs and at the discretion of the employee.

Schedule Your Q&A Session

HubSpot will link to Office 365. Haven’t used it yet. Do have a hubspot account.

Scroll to Top