Financial Wellness A Benefit for The Employee & Employer

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

Decreased Healthcare Costs

Improved Employee Retention

Reduced Absenteeism

Increased Employee Safety

15% Saved On Healthcare Spend


 

Mitigated Presenteeism

Boosted Employee Morale

Impact Financial Wellness
Price Per Employee - Per Month
$5.99
1-5 $5.99 / 6-100 $4.49 / 101-250 $3.49
Fully Customizable Financial Wellness Program
Employee Financial Survey
Financial Wellness Assessment
Financial Literacy - 2 Hour eLearning Course
Student Funding & Mortgage Payoff Surveys
Mortgage Payoff & Student Tuition eBooks
Quarterly Financial Report
Quarterly Financial Wellness Webinars
1 Hour Per Month Financial Coaching
$150 In Healthcare Funds
Individual Trial
Employee Benefits Include:

Understanding Current Financial Position

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

Prosperity Financial Wellness
Price Per Employee - Per Month
$6.49
1-5 $6.49 / 6-100 $4.99 / 101-250 $3.99
Fully Customizable Financial Wellness Program
Employee Financial Survey
Financial Wellness Assessment
Financial Literacy - 4 Hour ELearning Course
Student Funding & Mortgage Payoff Surveys
Mortgage Payoff & Student Tuition EBooks
Quarterly Financial Report
Quarterly Financial Wellness Webinars
1 Hour Per Month Financial Coaching
$150 In Preventive Healthcare Funds
Individual Trial

 

Our Revolutionary Financial Wellness solution works as a Standalone Program 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! 

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.