Employee Financial Education

Personal Finance is Stressful. Period.

Money is the leading source of stress and anxiety for American households. When you help stakeholders take a mindful approach to money, they thrive.

When internal stakeholders thrive, business thrives.

The team is the single largest investment a company makes. Their happiness, wellness, and financial stability is crucial for them… and for you.

Money is one of life’s biggest stressors and money stress negatively impacts EVERY organization.

Mindful stakeholders will have brighter financial futures. They will be healthier, happier and more productive.

When they thrive, the business thrives.

Mindful Money will help your employees…

  • Understand money
  • Reduce financial stress
  • Improve morale at work
  • Increase the impact of total compensation package
  • Bolster productivity
  • Reduce employee churn
  • Make work more fun

Mindful Money Financial Wellness Planning Is For Employers & Employees.

For Employers, Mindful Money provides the full package of retirement plan and employee education services:

For Employers, Mindful Money provides the full package of retirement plan and employee education services:

  • Full Retirement Plan (401k) Design & Implementation Services
  • Onsite Mindful Money Workshops
  • On-Demand Financial Wellness Resources – Blog, Worksheets, e-Learning
  • Pushed Resources – Weekly Commentary, Newsletters, Topical Webinars with Q&A
  • Employee financial planning services
  • Full Retirement Plan (401k) Design & Implementation Services
  • Onsite Mindful Money Workshops
  • On-Demand Financial Wellness Resources – Blog, Worksheets, e-Learning
  • Pushed Resources – Weekly Commentary, Newsletters, Topical Webinars with Q&A
  • Employee financial planning services

For Employees, Mindful Money provides:

  • Digital Goals-Based Planning Tools & Investment Services
  • Subscription to on-going personal financial education and group Q&A
  • Personal Financial Planning Subscription Services