• Looking for a holistic approach to financial education?

Are your employees facing a retirement crisis?

We can help. My Financial Sherpa is a holistic financial wellness program, powered by The Institute of Financial Education, a 501(C)(3) nonprofit, that gives individuals the knowledge needed to take control of their financial stress.

Turnkey Financial Wellness Campaigns

From seasonal promotional campaigns, to content for newsletters and emails, My Financial Sherpa offers the tools you need to provide a comprehensive financial wellness program to employees.

Unbiased Financial Education

No sales pitches or product-driven agenda.  Our research based curriculum helps employees understand what pressures are put on their finances & how to create a holistic plan while improving your employees’ financial health.

Comprehensive Utilization Reports

Our reports analyze employee feedback and program engagement.  The results quantify the program’s success & shapes how we build a curriculum that addresses your employees’ financial stresses.

Our Mission

The My Financial Sherpa program is powered by the nonprofit The Institute of Financial Education (TIFE). TIFE is a 501(C)(3) nonprofit dedicated to providing financial education resources directly to the public.  Americans are facing a retirement crisis. We have an aging work force that can’t afford to retire and a wave of new college graduates that are entering the workforce with an unprecedented amount of student debt.  Eventually we have to stop and ask ourselves – Is there a better way?

Our mission is to revolutionize the way people think about money.

It’s no secret everybody wants the same thing.  People want to maximize their income.  They want to minimize their taxation bill, and they want to efficiently pass on their wealth to their loved ones with minimal fees/taxes from lawyers or the government.  The solution isn’t the same for everyone.  We give people the knowledge they need to be their own advocates when planning for retirement.

Topics We Focus On

  • Taxation

    For every dollar we receive, the IRS wants its cut. Learn what tax strategies will maximize the amount of money you keep.

  • Inflation

    Combating Retirement’s Silent Killer: Inflation.  Learn how to prevent escalating inflation from derailing your plan.

  • Longevity Risk

    Sculpting a game plan we won’t outlive means being prepared to combat major eroding factors that can impact someone’s Plan A.

Compound interest is the eighth wonder of the world. He who understands it, earns it…he who doesn’t…pays it.

– Albert Einstein

The Facts

Stressed employees are in worse financial shape than other employees.

Employees who report they’re stressed about their finances -53%
Plan to postpone retirement - 54%
Have saved less than $50k for retirement - 51%
Said personal financial issues distracted from work - 30%

46% of those who are distracted by their finances at work say they spend three hours or more at work each week thinking about or dealing with issues related to their personal finances.

PwC, Employee Financial Wellness Survey: 2017 Results (Apr. 2017)

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