Help Your Employees Develop a Sense of Financial Well-Being
Our financial well-being program enhances your efforts to give your
employees ways to plan for their financial futures
What is financial well-being?
How does financial well-being integrate with retirement plans?
What does our financial well-being program entail?
- We educate, motivate, and empower employees to develop better money behaviors and patterns.
- Your employees gain opportunities to engage with us to talk about their money concerns and embark on their individual journeys to greater financial well-being.
- We offer simple tips and strategies to improve employees' financial well-being in a supportive process.
The main areas covered by our financial well-being educational program include:
A Guide to Your Money Story
Employees often think that they spend money rationally, but spending is influenced by many factors including the money lessons received from primary caregivers and their different money beliefs and thoughts. This part of our program involves:
- Discussing why a money story matters
- Exploring each employee’s money story. (That internal voice that speaks when making financial decisions.)
- Identifying tips, tools, and strategies to connect an employee with his or her money story and explain how this brings financial empowerment
Emotional Spending
- Discussing emotions that might trigger spending
- Exploring alternative activities when emotional spending triggers are recognized
- Identifying potential strategies to combat external triggers
Financial Boundaries
Financial boundaries can be tricky, and people in different cultures may have different feelings and rules about what types of boundaries they want to keep with their friends and families. We help employees work on:
- Discussing financial boundaries that they currently have
- Exploring which boundaries may not be working
- Identifying tips and tools to reset financial boundaries in their lives
Understanding Our Relationship With Money
People often think that their financial circumstances are predetermined, but our financial circumstances depend on what we do with the money we have. We go through steps including:
- Discussing how an employee’s relationship with money impacts his or her daily money habits
- Exploring current money behaviors, beliefs, and patterns that determine current financial circumstances
- Identifying helpful tools to keep employees on track to reach the goal of greater financial security
Financial Goal Setting
Financial Goal Setting is like dieting: people realize they might need it, they try it, and some people have seen success – but some have not. We encourage:
- Discussing benefits of setting financial goals
- Exploring money-related goals
- Identifying tips, tools, and strategies to help employees succeed in achieving whatever financial goals they’d like to accomplish
Financial Self-Care
When it comes to self-care, people tend to think of their health, social interactions, or their careers, but rarely – if ever – do they think about financial self-care as a source of well-being. With us, an employee engages in:
- Discussing what it means to connect with his or her money
- Exploring how to rethink his or her relationship with money beliefs, behaviors, and patterns and how these are critical pieces of financial self-care
- Identifying how to start practicing financial self-care
Are you a not-for-profit looking to help members?
Our donation-based services are ready to help your members move toward financial well-being.
Contact us today to learn more.