Employee Financial Wellness
Financial Vitals
The Financial Vitals program, powered by Elements, is designed as a financial health check-up, providing employees with a comprehensive evaluation of their financial well-being. With our program, your employees receive:
Clear financial insights: A comprehensive view of their financial health across 11 key metrics.
Actionable guidance: Personalized suggestions to help optimize their financial strategies.
Unlimited access to expert support: Direct messaging with a licensed financial advisor for answers to questions and additional personalized guidance.
Providing this benefit helps your employees achieve financial clarity and peace of mind, contributing to their overall well-being and productivity. Pricing is per employee on an annual basis. Reach out to learn more!
In addition to the Financial Vitals program, we offer personalized cash flow coaching to help employees take control of their day-to-day finances. This service includes:
Monthly one-on-one sessions: Direct support to track, analyze, and manage expenses.
In-depth cash flow analysis: Employees gain a deeper understanding of their cash flow.
Holistic Budgeting: Guidance to make informed decisions, reduce financial stress, and create a plan that supports both personal and professional goals.
Tech-driven: Practical tools and AI enhancements for better financial management.
Onboarding to cash flow coaching involves an initial setup fee per employee followed by an ongoing monthly fee per employee. Reach out to learn more!
Cash Flow Coaching
Retirement Planning
Offering a retirement plan for your business is a fantastic step—but ensuring it’s truly effective is what makes the difference. We specialize in helping small business owners and entrepreneurs optimize SEP IRAs, SIMPLE IRAs, and Solo 401(k)s to benefit both employers and employees.
Boost Engagement: We help you and your employees understand and make the most of SEP IRAs, SIMPLE IRAs, or Solo 401(k)s, empowering better participation and financial outcomes.
Financial Education: Tailored education sessions ensure your team has the knowledge they need to make informed decisions about retirement planning.
Personalized Advice: One-on-one support helps you and your employees align retirement savings strategies with broader financial goals, enhancing satisfaction and retention.
