Your employees look to you for so much more than traditional benefits. Imagine being able to help each and every one of them feel more financially confident – both today and in the future. Financial Planning at Work provides personalized flight plans to each employee, building the foundation of their financial health. Then, with access to their dedicated CERTIFIED FINANCIAL PLANNER™ professional, or CFP®, they can really take off and soar!
Your employees' personal financial plan is mailed to their house and includes actionable items that cover: Retirement, Insurance, budget, emergency, savings, debt
Your employees are encouraged to schedule time with their dedicated planner to review their Flight Plan and their personal situations
Your employees' CFPs will provide them with recommendations on how to achieve their goals – the rest is up to them!
To learn more about Financial Planning at Work and bringing financial planning to all your your employees, contact us today by calling (800) 436-6689 or filling out the form to the right. Together, we can help them take off and soar!
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