Financial Wellness For Today’s Mobile Employee

Financial Wellness, the ultimate employee benefit in 2021. A recent Morgan Stanley Study states that 78% of employees who are experiencing high financial stress admit they are distracted by it at work.

Employees who are not feeling financially well are burdened by stress, consumed, exhausted and less productive. Betterment Inc., financial wellness solution makes your employees smarter about their finances and then gives them ownership of their financial future.

Employees are exposed to breakthrough financial technologies, proprietary debt reduction techniques and premium protection services. Betterment Inc., not only adds to the quality of employees’ lives by relieving stress, but it delivers a multi-layered ROI.

The Betterment Inc. solution has a lasting impact on employee wellbeing and workplace productivity.

We Help Employers Meet State Retirement Plan Mandates.

Schedule Demo

Attract, Retain & Increase Productivity

Betterment Inc., delivers financial literacy, in person (via Zoom), webinar training, hosted educational events and certified personal finance eLearning courses.

Curriculum is based on our textbook “How Money Works” and eLearning courses presented in English and Spanish.

Financial wellness initiatives are promoted across the organization through timely events, and content that is researched and developed weekly by WFG.

Engagement is measured, participation & progress is monitored, surveys are taken, & reports are based on KPI.

We offer proprietary debt elimination solutions, legal services, identity protection, a free search for government tax incentive credits and AI driven cost cutting technology for self funded healthcare.

Use Betterment Inc., as a standalone solution or as an addition to your existing benefit package.

Add our voluntary health wellness benefit package & get a full wellness solution at no cost, without changing your current health plan brokers or TPA.

Download Productivity eBook

Financial Wellness

Personal Finance eLearning Courses

Learn How Money Works

Cut through the noise, face today’s realities, learn foundational concepts, and simple, practical steps to follow.

Learn To Apply Your Knowledge

Gain skills like long-term vision, the ability to plan for the future, and the discipline to use those skills every day.

Learn To Get Your House In Order

Implement, execute and manage your strategy. Put your family on the path to a prosperous financial future.

  • Financial Wellness

The quizzes provide a pathway for students to see progress and the online format means that students work at their own pace. Courses Include our Debt Freedom eBook, a Debt Free Analysis, and a Debt To Wealth Report.

Enroll Now

Technology Driven Debt Elimination

The proprietary debt elimination solution serves as the ultimate financial assessment tool. An algorithm driven debt elimination technology, that serves as a financial GPS.

The debt elimination solution shows your employees how to pay off their debt and mortgages in as little as 5 to 7 years. As a result, it eliminates as much as 80% of their interest on mortgages, credit cards, student loans, auto loans and personal loans.

Get Your Debt Free Date

Financial Wellness is Protecting Your Employees

Employee Legal and Identity Theft Protection

Financial Wellness

By protecting your employees from the financial stress of an unexpected legal event your employees will be more engaged, focused, and productive; benefiting them and your bottom line. More than 50% of employees have not yet finalized their Will.

According to the Consumer Response Annual Report from the FTC, 55% of the credit or consumer complaints received by the Bureau of Consumer Financial Protection were about incorrect information appearing on credit reports.

Government Incentives for Business Owners

There are local, state, and federal programs designed to reward successful businesses. Unfortunately, 95% of eligible companies never claim the money they are entitled to. (Forbes, WSJ, Bloomberg, Fox Business).

If the government was holding a large check with your name on it, when would you want to know about that? Essentially, we find money that has been hidden from local business owners for free, as part of our financial wellness solution.

Check Eligibility