Turnkey Financial Wellness Campaigns
We take the work out of implementing a financial wellness program so you can focus your energy on work/life balance.
My Financial Sherpa is a holistic financial wellness program that gives individuals the knowledge needed to take control of their financial stress
A holistic financial wellness program can benefit employee’s work/life & strengthen an employer’s impact within their organization
Measure Implementation Success
Leverage employee data analysis and insights to adopt a needs-based approach to financial wellness benefits.
Increase Employee Engagement
Giving employees the knowledge to make good decisions by providing them with custom solutions and action steps.
REDUCE STRESS & HEALTH-CARE COSTS
SUPPORT TALENT ACQUISITION & RETENTION
IMPROVE EMPLOYEE PRODUCTIVITY WHILE REDUCING ABSENTEEISM
IMPROVE RETIREMENT OUTCOMES
CREATE WELLNESS FOR EVERY STAGE OF THEIR LIFE
PROVIDE SOLUTIONS FOR YOUR DEMOGRAPHIC
Every workplace is different, so education and training should be targeted to the specific needs of your employees and organization.
Employers’ guide to implementing or enhancing a financial wellness program
Step 1
Discover Your Needs
Determine your goals & assess your employee’s financial wellness. If you already have a financial wellness program, revisit your current program with these considerations in mind.
Step 2
Create a Plan
Design a financial wellness program based off employee demographics and needs. Offer a multi-channel program that’ll help employees achieve their goals.
Step 3
Educate & Engage
Provide a marketing campaign to help drive program awareness and maximize employee engagement. Accommodate different preferences and learning styles.
Step 4
Measure & Refine
Receive aggregated reports on employee engagement and workplace impact. Leverage employee data analysis and insights to adopt a needs-based approach.