A monthly program that helps your team reduce financial stress, make smarter money decisions, and show up more focused every day.
Employees distracted by financial stress lose 3+ hours a week of focus. Financial clarity brings them back.
Benefits packages that go beyond health insurance set you apart in a competitive hiring market.
Employees who feel supported stay longer. Financial wellness is a low-cost, high-loyalty investment.
Offer a premium benefit at a fraction of the cost of traditional perks — no HR overhead required.
1-on-1 coaching sessions (per tier)
Financial planning platform access
Monthly live virtual group sessions
Company benefits optimization guidance
Budgeting, debt, savings & investing topics
Leadership insights report
Additional 1-on-1 sessions available at $135/session (Starter), $125/session (Growth), and $115/session (Professional).
Schedule a free 30-minute intro call — no commitment required. We'll talk through your team, your goals, and which plan fits.
