Strengthen your business by adding a financial wellness benefit.

Because businesses with financially healthy employees have
less employee turnover and better employee work performance.¹

Offering customizable packages to meet the needs of your business or team.

Financial workshops and private 1:1 coaching for employees can be offered on a monthly, quarterly, or yearly basis.

Specializing in:

  • Budgeting education

  • Plans for paying off debt

  • How to save for goals and retirement

Available through Zoom or at your place of business for businesses located in Port Angeles, WA, and surrounding areas.

A paper in a typewriter with the word "goals" typed

Did you Know:

  • 45% of employees say that in the last year, they have been distracted at work due to financial problems and 36% say they’ve missed work due to a financial problem.²

  • 58% of general U.S. workers requested a payday loan or payday advance in the past year vs 2% of employees with a budget.³

  • 48% of employees would be more committed to staying with their employer for longer if the organization offered financial wellness benefits.¹

  • 73% of employees say they wish their employer offered more resources to help them manage their finances.²

  • 82% of those who do have a financial wellness benefit say it has made a “moderate to significant impact” on their personal finances.²

Contact today to find a customized plan that meets the needs of your business and employees.

¹SoFi/Centiment 2020 Financial Wellness Benefits in a Covid 19 world

²Ramsey Solutions 2022 SmartDollar Employee Benefit Study

³YNAB 2022 Employee Financial Wellness Survey