Providing My Financial Coach as a benefit to Credit Unions allows for a personal touch from a financial coach that provides a financial wellness and planning model to help them maximize their own personal assets and take advantage of their benefits. Taking care of your employees beyond the workday and improving retention, loyalty, and productivity in the workforce.
Financial Wellness/Planning can:
35%
Of Americans are too worried about their finances today to think about planning for their future according to a Goldman Sachs’ study.
63%
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.
33%
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%
Our coaches can help you with:
Our CFP®s also have access to Subject Matter Experts in legal, tax, investments, insurance, exit planning etc. to bring solutions to your planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
