Workplace Financial Wellness

I offer a workplace financial wellness benefit to help employees navigate their workplace retirement plan. Through one-on-one discussions, I help employees understand;

  • How the retirement plan works, including potential tax benefits of participation

  • The compounding benefits of saving early and often

  • The difference between plan investment options and how to choose

  • How to incorporate retirement saving into their overall financial plan

 The Importance of Financial Wellness

The benefits of Financial Wellness for both employers and employees are substantial. Employers benefit from improved employee retention, increased job satisfaction, and cost savings. Meanwhile, employees see a reduction in financial stress, improved financial outcomes, and an increase in job satisfaction.

According to a PriceWaterhouseCoopers financial wellness survey;

  • Financially stressed employees are more than twice as likely to look for a new job

  • Financial stress results in less productivity, with 55% of stressed employees spending three or more work hours per week dealing with finances

  • Personal finance issues impact employees physically, emotionally, mentally, and socially

  

How It Works 

In-Person Option (Needham, MA vicinity only)

  • I will be available on-site at your workplace to answer employee’s retirement plan questions in a one-on-one setting.

  • Either a ‘drop-in’ or appointment approach can work

  • Daily Rate  = $1,250

 

Remote Option

  • Employees can sign-up to work with me privately via zoom

  • $100 per person for a 30 minute session ($500 minimum per workplace)

Inquire For Your Workplace

To inquire about Financial Wellness at your workplace please contact me below about availability and options. I look forward to discussing further and assisting your employees.