Workplace Financial Planning for Business Owners & Key Employees
Empower your key employees to achieve financial goals and improve productivity through personalized one-on-one guidance, digital tools, and workplace solutions.
The benefits of CBC/My Financial Coach’s financial planning program; help create a more productive, financially well and engaged workforce.
Of Americans are too worried about their finances today to think about planning for their future according to a Goldman Sachs’ study.
PwC 2021 Employee Financial Wellness survey found that 63% of surveyed employees felt that their financial stress had increased due to the pandemic. And 72% of those employees indicated that they would be attracted to a new employer who cared more about financial well-being than their current place of work.
The Questis study, showed that companies embracing financial empowerment through employee benefit programs by providing access to educational resources or personal finance coaching, were able to reduce turnover by 33%
Financial Wellness/Planning can:
We provide financial planning and education for every career stage to achieve financial wellness.
Our coaches can help you with:
Digitally organize all your:
See if Financial Planning is right for you!