Programs for Employers and Associations

The Case for Employee Financial Wellness is Clear – Financially Unwell Employees Impact the Bottom-Line

You can change the lives of your employees. Lower their stress. Set them up for success. And we can help you do it. Employee well-being is critical to your organization’s bottom line. And it’s no longer just their physical well-being that must be considered. If employees are stressed about their current or future financial situation, they won’t bring their “A Game” to work every day. The Foundation for Financial Wellness will conveniently provide you and your employees financial wellness resources at your workplace.

We help employees in all industries and sizes. Our courses are built on a wellness chassis, are unbiased and are based in the science of behavior change modeling and adult learning theory. Real-world techniques are taught so employees can take control of their financial lives.

We educate employees on financial matters, but we don’t stop there. Our goal is to foster change that improves financial wellness, not just spew statistics and industry jargon.

Bottom-Line Benefits

We solicit feedback after every course. We develop custom benchmarks with you so you know what your members value about our training. You will reduce their emotional anxiety about finances, but that’s just one of the benefits to our financial wellness courses. Here are a few more:

91% found private counseling sessions helpful

67% had improved health & well-being

39% had less work absenteeism

36% had improved work productivity

5 Essentials for Financial Wellness

The 5 Essentials for Financial Wellness is our signature course and will boost the financial IQ of your participants. This course is offered both online and as instructor-led. Instructor-led courses are tailored to fit a brown bag lunch-and-learn 60-minute format. When the online format is preferred, 7 courses in 25-minute modules are available. Your participants will receive valuable worksheets specifically designed to highlight key topics, lessons, and behaviors. The 5 Essentials for Financial Wellness is for everyone at every stage of life!

Essentials 1: Take Back Control – Load Bearing Principles for a Lifetime of Financial Wellness

Purpose: Develop healthy behaviors, and a solid foundation with a budget, savings, debt management and credit.

Key Topics include: Behavioral Finance; Budgets, Savings & Emergency; Cash Reserves; Debt and Credit

Essentials 2: Protect 1st, Grow 2nd – Develop a Strong Foundation for your Core Investment Philosophy

Purpose: Protecting your hard-earned dollars and designing your savings path for nest-egg growth.

Key Topics include: Types of Risks; Beneficiaries; Investing

Essentials 3: Get Clear, Make Decisions and Take Action! Time to Build and Execute

Purpose: Assessing retirement needs and wants, planning, preparing, and spending your retirement money while keeping Uncle Sam at bay.

Key Topics include: Laying the Groundwork for Building Wealth; Identifying Key Financial Targets; Identifying and Managing Risk

Essentials 4: Retirement and Taxes – Keeping Uncle Sam off your Retirement Payroll

Purpose: Making healthy decisions that prevent unnecessary tax impacts and leverage taxes to your advantage during retirement.

Key Topics include: Taxes- Gaining Perspective; Lifetime Tax Stages; Leveraging Taxes to our Advantage

Essentials 5: Creating Legacy – Being values-driven for your most meaningful impact

Purpose: Preparing for your retirement transition, developing your estate plan, providing for family and legacy, and sharing with others.

Key Topics include: The Transition into Retirement; Developing your Estate Plan; Creating Legacy

Personal counseling is included as a continuation of our courses. It is all about YOU!  Each participant is invited to schedule a private, one-hour counseling session with a trained Certified Financial Wellness Counselor®.  Each of our counselors has passed a Foundation for Financial Wellness mastery class that is recognized by FINRA.

Everplan is a secure, user-friendly, digital archive which guides you step-by-step to collect, store and share your most important information—taking you far beyond the financial statements and insurance policies.

The Legacy Resource Center

The Legacy Resource Center is your trusted resource for building personal legacy. You and your loved ones will have peace of mind that you have gained the knowledge, prepared well and shared important information with others.

Life & Legacy

Define and align your Purpose-Planning-Portfolio for a well-lived life.

Executor’s Bootcamp

Facilitating the important conversations to develop a thoughtful and comprehensive end-of-life plan.

Executor’s Resource

All things related to carrying out a loved one’s Legacy Plan when it is time to settle the estate.

Personal counseling is included as a continuation of our courses. It’s private and all about YOU and your questions. Whether you’re just beginning to think about the legacy you’d like to leave, or if you have the responsibility of settling an estate, you can bring your questions, documents, and conversations to a trusted advisor.

Everplan is a secure, user-friendly, digital archive which guides you step-by-step to collect, store and share your most important information—taking you far beyond the financial statements and insurance policies.

Library of 24 Select Courses

Custom build a full financial wellness program for your employees.

The Foundation’s 24-course curriculum of Building Blocks and Life Phases provide a roadmap to guide you through custom building the program for your company.

We encourage you to follow this roadmap as you expand your awareness, deepen your knowledge, and build new skills on your journey to financial wellbeing. Contact us for the full brochure and list of classes.

Life Phase 1

Start and Save – From Under Water to Solid Ground

Life Phase 2

Grow & Protect

Life Phase 3

Retirement – Enjoy and Preserve

Life Phase 4

Legacy – Share with Others

Personal counseling is included as a continuation of our courses. It is all about YOU!  Each participant is invited to schedule a private, one-hour counseling session with a trained Certified Financial Wellness Counselor®.  Each of our counselors has passed a Foundation for Financial Wellness mastery class that is recognized by FINRA.

Everplan is a secure, user-friendly, digital archive which guides you step-by-step to collect, store and share your most important information—taking you far beyond the financial statements and insurance policies.

How to get Started

Take us for a test run—ask us to schedule a brown bag lunch & learn for you and your team to experience a 60-minute sampling at no cost or obligation to you. We’ll provide a class evaluation form and let the results speak for themselves. If you and your people want more, then we’ll talk. Otherwise, no harm, no foul.

Contact us today to get started or to learn more.