Pricing

Secure money advisors with Financial Wellness A Benefit for The Employee & Employer

Employers Make an Average of $500 Per Employee Per Year!

Employee Benefits Include:

Understanding Current Financial Position

Secure money advisors

Receipt of Roadmap to Prosperity

Debt & Liabilities Paid Off Early

30 Year Mortgage Paid in as Little as 5 Years

Elimination Up To 75% of Interest

Banking Like a Bank

Turning Debt & Liabilities into Income & Wealth

 Coaching on Building Generational Wealth

No Change to Budget, Lifestyle or Cashflow

No Refinance, Modification or Consolidation

4 Hour eLearning Course Comes In Spanish

Courses Can Be Translated into Any Language

At Betterment Inc., We Make Sure You And Your Employees Are Prepared To Take Full Advantage Of The Resources Around Them. When People Use Financial Products, It's Good To Know How They Work. Our Revolutionary Financial Wellness solution works as a Standalone Program , Secure money advisors or as Part of you Existing Benefit Package. We work with Benefit Brokers, TPAs, PEOs, HR Departments and Group Insurance Agents.

Helping your employees face their financial futures by providing protection and giving them clear steps to financial wellness. This is how we take ‘saving money’ to a whole new level! We Provide Resources For Our Clients, And We've Help Of Thousands Of Savers Enjoy Tax-Free Growth With Flexible Access To Their Funds. We Can Help You And Your Team Too.

After decades of wage stagnation, workers are facing financial uncertainties. That's why we built an easy-to-use financial wellness solution that helps employees get on the right path and make sound financial decisions. 

We’re committed to making sure you have the right pricing plan, so feel free to change your billing option whenever you need.

Financial Wellness can be funded through cost saving, employees enrolled in our Plan gain $150 in of available Healthcare credits. These funds are enough to for our Program and ancillary benefits such as Dental, Accident, Life and Vision insurance. We are able to cut the money your employees spend Deductibles, copayments and put of pocket healthcare expenses in half and reduce the companies health care expenses by 15%,

Financial Wellness Pricing - Per employee per month (PEPM) pricing is how we bill for our program. For larger organizations please contact us for a custom quote. We also offer flat rate pricing, with our flexible flat rate pricing plan, you are billed monthly Est, In 2018 Betterment Inc. Is A Group Of Professionals Organizations Who Joined Forces To Help Small Business Owners And Their Employees Master Their Finances And Employers Thrive In Business. Our Mission Is To Give Everyone The Means To Build A Better Future, And We’re On A Mission To Do Just That..

PEPM pricing plan is recommended for companies with lower rates of utilization or who aren’t sure what utilization levels will look like at their company.