Employee Benefit
To retain employees,
we can “give them fish” ...
or we could also
"teach them how to fish.”
Today 50% of small employers already offer financial wellness initiatives, with another 28% planning to implement them (source)
To remain competitive in retaining employees, we help you offer an annual personal financial consultation to your staff.
Topics Covered at
Annual Consultations
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Budgeting, Saving, Giving
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Infrequent Purchases - house, car, wedding, etc.
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Staying Motivated - Psychology Tips
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New Revenue Streams
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Retirement
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Hiring a Professional Advisor vs. Self-Investing
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Ongoing education
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Inspiring your kids/grandkids
Upon scheduling, they are auto-emailed forms to complete about their dreams/goals, financial status, etc. We review those forms, then we talk for about an hour and a half. Then we put together a written summary of suggestions, etc. that they could focus on that year.
Contact Us to explore adding this employee benefit!
Retain Employees
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If your employees don't sign up with us, then you don't pay for them!
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Americans visit a mechanic and doctor each year ... why not offer an annual financial consultation?
Contact Us to explore adding
this employee benefit!
