Corporate Financial Wellness Details

tsh7j Financial Literacy

Offering a solution that addresses Your Employees Financial Challenges

Means…
Financially stable employees = better more productive employees.

Let’s face it, most employees aren’t even close to being on track for retirement:

That financial stress works against both you and them in the workplace.

It’s challenging from both employee productiveness and additional stress on your admin people to juggle the demands of employees requesting information or pulling money out of their company managed IRA’s and 401K’s

There’s a solution that frees up administrators time and makes employees happier and more productive based on their sound financial health.

Our program is a holistic approach to retirement education from Dave Ramsey.

Financial Health is Good for Everyone

We call it SmartDollar. a program that includes:

  • Detailed reporting so you can see the program’s results.
  • Our program walks with them over time with relevant tools and information for their specific financial situation.
  • It’s completely unbiased and does not sell investments or insurance products of any kind.
  • And it’s purely educational.
  • Plus it’s accessible on any device (from mobile to desktop and anything inbetween)
  • We can show you how to pay the cost of the program from plan assets.

Here’s more details and a contact request form that you can use so we can answer any questions you might have.


“I highly recommend Michelle for any anything and everything related to financial wellness. Not only is her work ethic off the chart she has a natural talent for teaching and grooming in a manner that gets results. I sat in on one of her training sessions and was immediately drawn to her passion and desire to reach and impact everyone. If you struggle with financial planning and/or need some insight personally and/or for your business, Michelle is for you. I am a firm believer that you get what you give and also having the right resource for the right job that is fully engaged. For me that was Michelle hands down!” – George K