Workplace Financial Wellness
Real People. Life-changing Advice.
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
PERSONALIZED MONEY ADVICE.
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.
Financial wellness programs customized for you
Francis offers financial wellness programs to meet the needs of your employees.
On-site
- Personal financial planning sessions
- Group financial education events
- New hire and pre-retirement workshops
On-the-Go
- 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.
We get paid like you would pay your outside attorney or accountant. Our fee is fixed based on the services we provide.
Our advisors consistently receive high marks for customer service.*
We educate, advise and coach to help employees become better family finance managers.
