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What is your company’s Financial Fitness Score?

THE PROBLEM: Traditional employee education programs do little to help: improve employee’s knowledge base, increase their confidence level about their financial future, or to make positive changes in their behavior toward money. That’s where we come in. We will implement our financial fitness program in your firm that is proven to help improve employee’s aptitude, confidence, and most importantly, their behavior toward money. We will provide you with reporting on the successes your employees are experiencing with financial planning. Another PowerPoint, lunch & learn, or newsletter will NOT accomplish these results when it comes to financial planning.

OUR SOLUTION: Introducing our innovative Financial Fitness Academy. Each of your employees will take a 10-minute assessment and after, we will prepare you with an in-depth Financial Fitness Report that measures the effects of financial stress on your company.

What you can expect with our financial planning program for companies:

Personalized Financial Fitness Score™ For Your Employees

Employees take our free 10-minute quiz to receive a Financial Fitness Score™.

Detailed Insights Showing the Employee Stress Levels

Get detailed results summarizing your financial knowledge, attitudes, and behaviors.

Benchmark the Company's Financial Level

The company is also given a Financial Fitness Score™. These results are sent to you in the Financial Fitness Report™. You can see what is stressing out your employees, what is lowering productivity, and actionable steps to help improve your bottom line to make you a stronger company.

Recommended Financial Fitness Plan

Each employee gets a Financial Fitness Score™ and actionable steps to help improve that number and reduce stress.

Does this sound like something your company can benefit from? Contact us to enroll in the Financial Fitness Academy.