Creating a win-win for employers and employees

The Foundation for Financial Wellness is your trusted resource for employee financial wellness programs.

Making your dream financial wellness program a reality

Making your dream financial wellness program a reality

Despite the copious research that financial wellness benefits are a win-win for employers and employees alike, it can often be needlessly challenging to implement an employer-sponsored financial wellness program. 

That’s why the Foundation for Financial Wellness has developed a simple, turnkey process proven to improve employees’ financial wellness: The Financial Operating System™.

We have the simple solution you need

Say goodbye to the frustration of trying to build financial wellness offerings from scratch, or even cobbling together vendors to launch a program. 

Even better: we offer automated access to employee usage and impact data — it’s never been easier for your stakeholders to see evidence of your wins!

Methodology

The methodology of The Foundation is what separates financial wellness from traditional financial education. The culmination of the psychology of money with the science of behavior change and the non-solicitous, unbiased, comprehensive education from a educational non-profit.

Education

FFW members have access to their preferred learning modality; self-paced, gamification, live online events, or live in-person events. Our content is comprehensive, offering topics for all ages and stages of life.

Communication

No one wants more generic emails in their inbox. Instead we tailor our communication on a per member basis. It is proactive and predictive with what we believe is most relevant to you. Essentially, right message, right person, right time.

1:1 Counseling

Private and Confidential and all about you. These are facilitated only by Certified Financial Wellness Professionals™. To drive the best results, The Foundation has created a proprietary triage process used to pair the best equipped CFWP™ with each counseling request according to the needed areas of expertise.



Easy-to-follow Framework

The Foundation for Financial Wellness uses the groundbreaking Financial Operating System™ that takes the whole person into consideration. It aligns your values
with your vision, beliefs and behaviors to get the most from proven financial systems.

Reporting

We believe that one size does not fit all. So, we begin by defining each organization’s success metrics and build a tailored and robust dashboard and reporting template. Last, we automate as much of these metrics as possible so that each organization has access to the data that matters most to them.

Save a lot by spending a little on financial wellness 

Financially stressed employees lose an average of 13 hours/week in productivity.

Instead, investing in employee financial wellness improves workplace productivity and limits wasted wages.


Stress is known to negatively impact health. Each financially stressed employee costs an average of $413 more in healthcare each year.  

Shrink your healthcare costs by supporting employees’ financial wellness journeys. 


Studies show that there is a measurable higher turnover rate for financially stressed employees.



Sadly, over 15% of US employees leave their employers for financial reasons, and 22% of these employees are financially distressed.

Save a lot by spending a little on financial wellness 
Save a lot by spending a little on financial wellness 
Stop spinning your wheels. Start scoring wins. 

Stop spinning your wheels. Start scoring wins. 

There is no time like the present to score the win-win of transforming your employees’ financial wellness and strengthening your business.

Quit wasting money on lost productivity and healthcare costs. The small step of investing in your employees’ financial futures will yield dividends for your business long term. 

6 Must-haves for an Employee
Financial Wellness Program that Works

Discover the Top 6 drivers for generating return-on-investment from employee financial wellness programs.

6 Must-haves for an Employee
Financial Wellness Program that Works