How It Works

The road to financial empowerment is here, and getting started only takes 2 minutes. Check out how it works...

The Process

Step 1: Register or call

Fill out an employer page sign-up form, our contact form, or give us a call to get set up.

Step 2: Get access

Once activated, login credentials for the website and access to premium content are sent to the member’s email account. Check out the Features Page for the rundown of what’s included in the program.

Step 3: Talk to a money coach

Members get the financial weight off their shoulders by speaking with their personal Money Coach. The initial call with a Coach is for discussing financial goals, concerns, questions, and thoughts. The more a Coach knows the better they can help members.

Step 4: Achieve

Financial goals turn into accomplishments, and a member’s financial future becomes brighter than ever. A Money Coach will then address other areas of the program that can help members.

1 in 4

1 in 4 employees think they'll need to withdraw money from their retirement plans in order to cover non-retirement expenses, and 1 in 5 employees have already done so.

Employee Financial Wellness Survey: 2014 Results. PwC, Apr. 2014.

1 in 5

1 in 5 employees need credit cards to afford their monthly necessities, and 1 in 3 employees have difficulty paying their monthly household expenses on time.

Employee Financial Wellness Survey: 2014 Results. PwC, Apr. 2014.

34%

34% of employees gained peace-of-mind from their financial wellness programs.

Paycheck Direct, SourceMedia Research and Employee Benefits News. Promoting Financial Wellness in the Workplace. 2013.

49%

49% of employees became more aware of their financial situations and were educated on their financial goals through their financial wellness programs.

Paycheck Direct, SourceMedia Research and Employee Benefits News. Promoting Financial Wellness in the Workplace. 2013.

60%

60% of employees using a financial professional say they are extremely happy with their current financial situation, and 59% of employees using a financial professional say they are financially healthy.

The Principal Financial Well Being Index^SM: American Workers. Principal Financial Group, 2013.

53%

53% of those who received financial advice say they have increased their contributions for retirement savings, according to the TIAA-CREF survey.

Davis, A. "Americans Don't Trust Financial Advice, as Much as They Need It." Employee Benefit News. 9 Oct 2013.

71%

Finances (71%) and work (69%) top the list of reported stressors; moreover, 72% of people said their stress causes emotional symptoms, and 67% of people said their stress causes physical symptoms.

"A Stress Snapshot." apa.org. APA, 2007-present.

32%

Serious debt problems plague 32% of Americans. The average American has tens of thousands of dollars in debt.

"Survey Finds More than 75% of Americans are at Financial Risk." PR Newswire. 17 Jan 2013.

Start on your path to financial wellness.

Sign-up today.