Plexus
Achieving
Work-Life-Money
Balance
Work-Life-Money
Balance
Live Your Best Life Today and Tomorrow
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.
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.
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.
