In developing a financial education and planning program at your company, we will work with you to clarify program objectives. Setting objectives is important to ensure alignment with your corporate needs, and helps ensure program success.
Based on your objectives, we provide a variety of tools and educational materials of varying depth and complexity to assist employees in:
- Determining long-term financial goals
- Understanding and utilizing your company’s benefits as they relate to personal financial goals
- Understanding that is their own responsibility to plan and control their financial futures
- Improving their quality of life by motivating them to begin to take action
- Making informed decisions regarding financial alternatives