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 JLW/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:
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!