Workplace Financial Wellness

Real People. Life-changing Advice.

Our personal financial planning connects employees to professionals who provide customized financial wellness advice to help people live more balanced, fulfilling lives — inside and outside of work.


With so many workers across America feeling financial stress, they are turning to their employers for help and say employer-sponsored financial wellness programs would improve their company loyalty.

Offering an employer-sponsored financial wellness benefit is good for business

  • Helps lead to more motivated, productive and loyal employees
  • Helps enhance the sense of community within your organization
  • Helps give your company a competitive edge in recruitment and retention


Our experts are certified to provide financial and investment advice — not all firms can make that claim. Our trusted professionals put people at ease, so they don’t have to be embarrassed to admit they need help with their finances. Our financial planners answer financial questions people face every day, and help them make key decisions about their money and do money better.

GETTING STARTED About 1/3 of American families do not have any savings. Source: Federal Reserve
HITTING YOUR STRIDE Only 1/3 of adults have a will. Source: FEMA
PLANNING FOR RETIREMENT 1/3 of Americans have less than $10,000 saved for retirement. Source: GOBankingRate

Financial wellness programs customized for you

Francis offers financial wellness programs to meet the needs of your employees.


  • Personal financial planning sessions
  • Group financial education events
  • New hire and pre-retirement workshops


  • Web-based group events
  • Web-based financial planning
  • Customized company webpage
  • Mobile app

We Drive Positive Change

Our sole desire is to help companies and their employees achieve Work-Life-Money Balance that leads to strong financial futures and more fulfilling lives.

Conflict-free business model

We get paid like you would pay your outside attorney or accountant. Our fee is fixed based on the services we provide.

Credentialed Financial Planners

Our advisors consistently receive high marks for customer service.*

Personalized Advice on all money matters, including investments

We educate, advise and coach to help employees become better family finance managers.