Workplace Financial Planning for Community Banks and Credit Unions

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 iZale/My Financial Coach’s financial planning program; help create a more productive, financially well and engaged workforce.

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%

Financial Wellness/Planning can:

• Enhance Employee Productivity and Focus – We provide expertise and resources to help create a workforce that is less stressed about finances and more focused on driving business.
• Optimize Benefits and Compensation- We are an extension of your HR and benefits team, we help to increase awareness of your bank’s compensation and benefits.
• Help Employees make Better Decisions – Our unbiased and un-confliected planning process educates employees and helps them plan without the pressers of buying products.

We provide financial planning and education for every career stage to achieve financial wellness.

Our coaches can help you with:

• Retirement Planning
• Charitable Planning
• Debt Management
• Education Planning
• Risk Management and Asset Protection
• Vision and Goals
• Optimizing bank’s benefit and compensation programs
• Tax Planning and Strategies
• Estate planning

Digitally organize all your: 

• Financial accounts
• Tax and legal documents
• Insurance coverages
• Investments
• Annuities, IRAs, 401(k)s
• Employer compensation and benefit plans
• Stock options, RSUs, restricted shares
• Real estate holdings
• Estate planning
• Wills, Trusts, Deeds

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.