Financial Wellness Classes
Boost productivity and profits by providing educational programs for employees.
Did you know?
32% of Americans are losing sleep over their personal finances.
—Rakesh Sharma, business and technology journalist, Forbes
Companies that implement financial literacy programs realize a return on their investments.
—Sharlyn Lauby, HR blogger focusing on workplace issues
53% of employees reported being stressed about money, with 46% pointing to finances as the top stressor in their life.
- PwC Employee Financial Wellness Survey, 2017
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
Help employees take control of their financial life and deal with their most pressing financial challenges.
Financially burdened employees can have a negative impact on the workplace, leading to higher rates of absenteeism and lower productivity. When you increase your employee's confidence with their finances, research supports that you will also see a boost in workplace productivity and profits for your company.
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
Each program is customized to fit your company’s needs. A short employee survey helps us craft the class structure, ensuring that the program is addressing the specific concerns that are weighing your staff down.

Show your employees you care about their financial knowledge by offering this course.
Contact us for more information by completing the form below.
1. Select "Financial Wellness Classes" in the dropdown.
2. After you submit the form, you will see our availability and be able to self-schedule a call to explore your needs.