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Financial Wellness Benefit

Financial Wellness Benefit Program

As an employer, would you like your employees to be empowered and have greater financial confidence about their present and future life? 

Our program can help employers better understand top financial priorities employees have and how to communicate more effectively with them. Your employees are diverse, and cookie cutter programs aren't effective in addressing all your employees' needs.The EnvisionVest financial wellness benefit program helps employees understand their company benefits along with their external resources to plan better and be more confident about their financial decisions. The financial wellness program can help employers drive company effectiveness through a more productive and less stressful work force. 

An employee can have financial guidance through a licensed fiduciary financial adviser to make more informed decisions about their unique situation.

An adviser can help with:  

  • Retirement Planning 
  • Investments
  • Saving for College
  • Debt Management
  • Cash Flow & Budgeting 
  • Buying a Home or 2nd Home
  • Vacations
  • Financial Commitments- (medical expenses, special needs, caring for loved ones, unique situations, etc.)

Schedule a phone call or jump on one of our webinars to learn more!


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