Practical Tools

A 4-Step Framework for a Successful Financial Wellness Program

The average company's workforce faces many diverse financial challenges. As an employer, you're in a unique position to help.

However, implementing a successful financial wellness program at your company isn't a one-and-done event.

To truly reap the rewards, you'll want to monitor and refine the program so it can evolve as employees’ needs change.

In this Practical Tool, you'll discover:

  • How to use your company's demographics to determine its financial wellness
  • Three questions that will help identify your employees’ unique financial needs
  • Five KPIs to monitor engagement and success

Get This Practical Tools
& Much More …

What Our Customers Say

"I recommend it highly for busy CFOs and Controllers"

Jane Coelho, CFO,

"Easy to read, relevant and pertinent information"

Gilber Kouame, CFO,
Prism Health

"It gets right to the heart of the issue and subject matter"

Mark Wilson, CFO,
Cherryland Electric Cooperative