Financial Wellness Programs for Your Employees
Financial stress affects productivity, morale, and retention. Give your team the gift of clarity and confidence with customized financial education that fits your company’s culture and benefits package.
Whether you're a small business owner or part of a larger organization, our programs are designed to meet employees where they are—and help them build a stronger financial future.
Why Financial Wellness Matters in the Workplace
Financial stress is widespread and costly. 66% of employees report being stressed about their financial situation, and 76% believe the cost of living is outpacing income growth. Bank of America Employee Financial Wellness Study, 2025
It affects performance and retention. Financially stressed employees are twice as likely to seek new job opportunities, experience increased absenteeism, and struggle with engagement. Forbes Finance Council, 2025
Employees distracted by finances lose productivity. Employees preoccupied with financial concerns are five times more likely to be distracted at work, leading to missed deadlines and workplace errors. Forbes Finance Council, 2025
Employers see real benefits. 90% of employers say financial wellness programs improve productivity, and 88% report better attraction and retention of talent. International Foundation of Employee Benefit Plans Survey, 2025
Employees want this support. 71% of employees have used employer-provided financial services, and 84% of organizations believe offering financial wellness helps with retention. Bank of America Employee Financial Wellness Study, 2025