Employee Benefit Package - Financial Wellness Pricing

Financial Wellness Pricing Also Includes A 15% Healthcare Savings to the Employer, $150 in extra Funds for the Employee and No Change To Existing Program.

The Financial Path
Per Month
$5.00
Price Per Employee - 5-25 Employees
Full Customized Technology Driven, Digitally Integrated Financial Wellness Program
Financial Wellness Assessment
Online Financial Education - eLearning
Quick, Painless Enrollment
Financial Wellness Engagement Tools
HowMoneyWorks Book
Debt Elimination eBook
Early Debt Payoff Analysis
Early Mortgage Payoff Analysis
Interest Elimination Report
Mortgage Refinance Analysis
Debt To Wealth Report
Budget Tools, Tips & Analysis
Intelligent Budgeting & Saving
Debt to Income To Ratio Report
Monthly Expense Analysis
Time to Equity Analysis
Unlimited Financial Content
Track Adoption & Engagement
Measure Impact & Results
Success Case Studies
Monthly Financial Wellness Webinars
Dedicated Financial Advisors
Goal Setting & Tracking
Debt Counseling
Financial Wellness Coaching
Investing & Financial Planning
Email, Phone, & Video Chat Support
Data Driven Insight Reporting
Online Estate Planning
Supports Multiple Locations
Accessible Anytime, Anywhere, Phone, Tablet, or Web
Customize For Your Business
Quarterly Financial Review
Debt To Wealth Strategies
$150 In Healthcare Funds Each Employee
15% Savings On Healthcare Spend
Get Started
The Financial Route
Per Month
$4.25
Price Per Employee - 26-100 Employees
Full Customized Technology Driven, Digitally Integrated Financial Wellness Program
Financial Wellness Assessment
Online Financial Education - eLearning
Quick, Painless Enrollment
Financial Wellness Engagement Tools
HowMoneyWorks Book
Debt Elimination eBook
Early Debt Payoff Analysis
Mortgage Payoff Analysis
Interest Elimination Report
Mortgage Refinance Analysis
Debt To Wealth Report
Budget Tools, Tips & Analysis
Intelligent Budgeting & Saving
Debt to Income To Ratio Report
Monthly Expense Analysis
Time to Equity Analysis
Unlimited Financial Content
Track Adoption & Engagement
Measure Impact & Results
Success Case Studies
Monthly Financial Wellness Webinars
Dedicated Financial Advisors
Goal Setting & Tracking
Debt Counseling
Financial Wellness Coaching
Investing & Financial Planning
Email, Phone, & Video Chat Support
Data Driven Insight Reporting
Online Estate Planning
Supports Multiple Locations
Accessible Anytime, Anywhere, Phone, Tablet, or Web
Customize For Your Business
Quarterly Financial Review
Debt To Wealth Strategies
$150 In Healthcare Funds Each Employee
15% Savings On Healthcare Spend
Get Started
The Financial Highway
Per Month
$3.50
Price Per Employee - 101-200 Employees
Full Customized Technology Driven, Digitally Integrated Financial Wellness Program
Financial Wellness Assessment
Online Financial Education - eLearning
Quick, Painless Enrollment
Financial Wellness Engagement Tools
HowMoneyWorks Book
Debt Elimination eBook
Early Debt Payoff Analysis
Mortgage Payoff Analysis
Interest Elimination Report
Mortgage Refinance Analysis
Debt To Wealth Report
Budget Tools, Tips & Analysis
Intelligent Budgeting & Saving
Debt to Income To Ratio Report
Monthly Expense Analysis
Time to Equity Analysis
Unlimited Financial Content
Track Adoption & Engagement
Measure Impact & Results
Success Case Studies
Monthly Financial Wellness Webinars
Dedicated Financial Advisors
Goal Setting & Tracking
Debt Counseling
Financial Wellness Coaching
Investing & Financial Planning
Email, Phone, & Video Chat Support
Data Driven Insight Reporting
Online Estate Planning
Supports Multiple Locations
Accessible Anytime, Anywhere, Phone, Tablet, or Web
Customize For Your Business
Quarterly Financial Review
Debt To Wealth Strategies
$150 In Healthcare Funds Each Employee
15% Savings On Healthcare Spend
Get Started

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! 

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.

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.

Financial Wellness Pricing