Plexus
Work-Life-Money
Balance
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You want to live your best life inside and outside of work but knowing where to start is a delicate balancing act. Thanks to your employer, you have access to expert, no-strings-attached financial advice in a safe and confidential environment. There are no per session co-pays so you can meet with a financial planner as often as you wish, and the cost for the education and advisory services are included in the plan or paid for by your employer.
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Learn about our financial planners and schedule an onsite, web-based or phone session here.
Learn more and sign-up for upcoming events hosted by your employer.
Learn about a variety of money topics by registering for live web events.
Grow your financial knowledge! View money videos and access resources on the topics important to you.
Fine-tune your financial plan with our suite of calculators and other financial planning resources.
Sign-up for the eNewsletter to access money tips from financial planners and resources delivered straight to your inbox.
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Financial planning on the go.
Meet remotely with a financial planner any time. Learn more about our advisors and schedule a web-based or phone session. Download the Francis app from Google Play or Apple Stores. Search "Francis LLC" and download today.