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.

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.

68%

Employees are more likely to say they're making positive progress towards their long-term goals when they're using a financial professional (68% versus 43%).

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

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.

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.

39%

39% of Americans have no savings besides retirement.

"Financial Literacy Survey Exposes Significant Gaps in Grasp of Personal Finance Skills." nfcc.org. NFCC and NBPCA, 2013.

62%

Overall wellbeing brings lower costs with thriving employees enjoying health-related costs that are 62% lower than suffering employers.

Financial Wellness Landscape Analysis: An Overview of the Need for Workplace-Based Financial Wellness Programs. ING Employee Benefits, 2013.

48%

According to TIAA-CREF, 48% of Americans say it is difficult to know if a source for financial advice is trustworthy, yet 46% also say that they need trustworthy financial advice now more than ever.

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

53%

Over half of employees (53%) want to delay retirement because they don't think they've saved enough, and almost half of employees are concerned that they'll run out of money in retirement.

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

Start on your path to financial wellness.

Sign-up today.