Financial Wellness Program

Our Financial Wellness Program is meant for companies to offer their employees as part of their benefits packages. The goal is for companies to provide their employees with financial education and tools that allow them to manage their finances effectively and create personalized financial plans.
This presents a valuable opportunity for employers to demonstrate genuine concern for their employees' well-being, recognizing that the financial dimension of their lives plays a crucial role in achieving overall personal wellness.
The purpose is for businesses to equip their employees with financial education and tools empowering them to manage their finances effectively and create personalized financial plans.
When you prioritize your employees' financial health, they can improve their personal lives, leading to increased productivity and stronger commitment to your organization.
Our program covers topics such as budgeting, saving, investing and financial planning for the future.

INVESTING IN YOUR EMPLOYEES' SUCCESS

Financial stress has a negative impact on both the personal and professional lives of your employees - and by extension on your organization.
Financial stress results in a 34% increase in absenteeism and tardiness. If you can take your employees' financial worries out of the equation, that is one step closer to a healthier and happier workforce.
A survey done by Salary Finance among more than 10,000 Americans shows that US companies lose $500 billion a year due to their employees' personal financial stress.

Presenteeism &

Absenteeism

Happy &

Healthier Employees

Productivity

Loss

APA's 2023 Stress in America survey found that all age groups reported money and the economy as significant stressors and that these stressors have increased since 2019.
Another consequence of a society under stress is that nearly three in 10 adults (28%) said they have struggled with or had difficulty planning for their future in the past month because of stress.

STEP BY STEP

Identify which employees would be interested in or should participate in our Financial Wellness Program

Determine whether there are specific groups within the company that exhibit synergies, such as women or young adults

Develop a communication plan targeting these employees or groups, distributing our concise one-page description of the workshops

Choose the workshop format that best suits your organization’s culture and needs*

Employees fill in our Registration Form

*Workshop formats: All of these workshops will be scheduled at employer’s convenience.

On-Site Workshops: These can be conducted at employer’s location with a minimum of 20 participants.
Coral Gables Location Workshops: Held at our facility.
Virtual workshops: These can be customized to the organization’s needs.