Financial Wellness
Give employees a benefit they can use regardless of what stage of life they are in. Financial wellness plans, such as those offered by our OMNE 360 program give employees access to a real-life financial advisor to help guide them through any financial decisions life can throw at them.
Employees that aren't financially stressed are employees that can focus more on the task at hand while at work. Most financial stress is caused by a lack of direction or clear path forward. Give your employees financial peace of mind through a financial wellness program.
What Is Financial Wellness
Financial Coaching
We work one-on-one with your employees to help them with their day-to-day financial decisions. Helping them form good financial habits and working with them step-by-step to reach their financial goals.
This includes things like helping with debt management, paying back student loans or even giving them the tools to build a realistic budget.
Benefits Assistance
Let our team become part of your Human Resources team. If you have an dedicated HR team, they are constantly wearing many hats, if you don't have a dedicated HR team we are here to help.
Our team has experience working with employees helping them understand their benefits packages and working with them to make the selections that best fit their personal situation.
Retirement Planning
Our team includes several financial advisors that can help your employees not only make investment selections in their 401(k) plans but also help them map out their path to retirement.
When employees understand their path to retirement, they can turn their day-to-day focus on completing their daily tasks. Let us work with your employees to make sure their investments are aligned with their goals and give them clear guidance on when is the right time to retire.
Large Purchase Planning
Often financial stress comes from the uncertainty around a large purchase such as a home or new car. We work with your employees to put together a plan for the first time home purchase or replacing their old car with a new one.
Younger employees are entering a never-before-seen housing market with affordability out of reach for a lot of people. This doesn't have to be the case. We work with your employees and several industry professionals to help them make a strategy around getting to the large purchase.
Education Strategies
Any employees with children will have questions about how they are going to pay for that next level of education. With the cost of tuition out pacing inflation and wage growth this topic has become a major pain point and creator of financial stress.
Our team has decades of experience in helping families plan and pay for their children's college education. As with any major financial decision, planning every step of the way can help create a clearer path to achieving their goals.
