Corporate Financial Wellness

Since 2010, Jane has taught numerous financial wellness classes to the corporate audience. Our Workforce Financial Wellness programs help employees take control of their financial life and deal with their most pressing financial challenges.

We combine educational tools and a unique approach to behavior change to INCREASE:

  • Overall wellbeing of the employee
  • Productivity
  • Employee Retention
  • Clarity on total compensation, including corporate benefits
  • Participation in Corporate Retirement Plans

And DECREASE:

  • Employee stress
  • Premature distributions and loans from Retirement Plans
  • Request for payday advances
  • Absenteeism

We customize each program to fit your company’s needs by administering a survey to your workforce to formulate the class structure, ensuring that the program is addressing the specific pain points

Did you know?

According to the 2017 PwC Employee Financial Wellness Survey, 53% of employees reported being stressed about money, with 46% pointing to finances as the top stressor in their life.

An annual survey conducted by Career Builder found that 1/3 of adults are living paycheck to paycheck, while 60% of households have less than 3 months of savings available. Employers are recognizing that financially burdened employees can have a negative impact on the workplace, leading to higher rates of absenteeism and lower productivity

32% of Americans are losing sleep over their personal finances.

—Rakesh Sharma, business and technology journalist, Forbes

30% to 80% of financially distressed workers spend time at their place of employment worrying about personal finances and dealing with financial issues instead of working.

—E. Thomas Garman, professor emeritus, Virginia Polytechnic Institute

Financially unwell employees do not make the best decisions for themselves regarding retirement planning, pre-tax health and dependent care and other employee benefits.

—Jump$tart Coalition for Personal Financial Literacy

Companies that implement financial literacy programs realize a return on their investments.

—Sharlyn Lauby, HR blogger focusing on workplace issues

Learn More

Increase your employee's confidence with their finances, which will boost productivity and profits for your company. To learn more, contact us.

Our Clients

WBN Logo
Digital Bard_Zesty Video Marketing
JPD-Logo-Stacked-RGB-Grey
BES2.Final.Black.Gradient
Temple-Annapolis-Logo-color
Temple-Fred-Logo
Wholistic Woman's Retreat_logo2