Workplace Financial Wellness
Help your employees reduce financial stress, improve financial confidence, and build a stronger future without adding more work to your HR team.
Financial wellness isn't just good
for your
employees.
It's good for your organization, your culture,
and
your bottom line.
THE CHALLENGE
Financial stress doesn't stay at home.
It follows
employees to work and impacts everyone.
Employers across
North America are seeing the impact every day.
In lost productivity, absenteeism, turnover, healthcare costs, and other workplace impacts related to financial stress across North America.
Believe financial stress negatively impacts employee performance.
Is consistently cited as one of the leading causes of workplace distraction, absenteeism, and reduced engagement.
Accessing financial wellness support through their employer.
That creates significant stress at work and at home.
Report financial stress negatively impacts their wellbeing.
Stand out as an employer that cares and attracts top talent.
Employees are more likely to stay with organizations that support their wellbeing.
Reduce stress and improve overall health, confidence, and peace of mind.
Reduce financial distractions and help employees focus on what matters.
Demonstrate you care about your people and their future.
A financially healthy workforce supports a stronger organization.
How It Works
We combine The Success Plan™ technology, education, resources, and professional support to help employees take control of their financial future without adding work to your team.
Engaging education that builds financial knowledge and confidence.
Understand financial wellbeing through simple and confidential assessments.
Connect with tools, resources, and support that drive action.
Create a personalized plan that aligns with goals and priorities.
Build confidence and healthy habits for long-term wellbeing.
BUILT FOR YOUR ORGANIZATION
Whether you have 50 employees or 50,000, we tailor the program to meet the unique needs of your workforce.
TRUSTED BY EMPLOYERS
Organizations across North America partner with Success Plan Financial Wellness to help their employees thrive financially at work and at home.
A growing network of partners.
Lasting impact in
communities.
FOR EMPLOYEES, BY EXPERTS
Backed by experienced financial professionals and a commitment to financial wellbeing.
Practical, easy-to-understand content.
Simple technology that anyone can use.
Resources and guidance on your terms.
A safe, supportive environment for everyone.
Measurable results for employees and employers.
When employees improve their financial wellbeing, families
become stronger, workplaces become healthier, and communities
become more resilient.
That's the future we're
building together.
Discover how Success Plan Financial Wellness can support your employees and strengthen your organization.
REQUEST EMPLOYER INFORMATIONOne Mission. Changing Lives.
One Family
One Advisor
One Student
One Workplace
One Community
At a Time.