Our financial wellness program is a tailored plan that we collaboratively create with you to build employee engagement. Our curriculum is crafted based off their interests & requests while giving you the wellness assessment data needed to see results. We deliver vital support and information to your employees, seamlessly integrating with your benefit and wellness programs to promote solutions to everyday life challenges.
From seasonal promotional campaigns, to content for newsletters & emails, My Financial Sherpa offers the tools needed for a holistic financial wellness program.
Our data and analytics capabilities enable us to provide your employees relevant guidance, right when they need it. We provide ongoing analysis and aggregate reporting, including engagement statistics and participation metrics.
No sales pitches or product-driven agenda. Our curriculum helps employees understand what pressures are put on their finances & how to create a holistic plan while improving their financial health.
Our video library contains easy-to-understand explanations that take the stress out of learning. All of our videos and lessons have been created to be entertaining & informative. We’ll walk your employees through their most common questions and misconceptions.
The My Financial Sherpa program is housed within the nonprofit, The Institute of Financial Education (TIFE). TIFE provides a research based financial education curriculum that is easily understood and empowers people to take control of their own finances. Our goal is that individuals will one day understand their personal financial choices in retirement and will be able to make informed decisions.
We follow a holistic step-by-step process in how we educate employees on their personal financial situation. Almost everyone plans on retiring at some point, but figuring out how to navigate so many moving parts can seem overwhelming; that’s where we come in. Whether your retirement date is tomorrow or years away, we can help find the most effective strategies to ensure a financially secure retirement.
Do you have a complex situation that you need help with? We’re able to customize our approach so we can integrate all your benefits into a custom program. We’ll help employees successfully navigate benefits changes and understand their options to achieve their financial goals.