FinWell Coaching helps companies solve employee financial issues which sometimes manifests itself as:
· High Turnover of key employees
· 401k loans
· Poor morale
· Paycheck advances
· Poor work performance
· Increased absenteeism
· Lack of appreciation
The FinWell Foundations Course is designed to provide the financial basics that many employees are lacking. Poor financial decisions lead to a spiral of negative events that can affect the employees in your workplace. The FinWell Foundations course is a four-hour training program. For best results it is designed to be provided in four 1-
The FinWell Foundations Course is designed to provide the financial basics that many employees are lacking. Poor financial decisions lead to a spiral of negative events that can affect the employees in your workplace. The FinWell Foundations course is a four-hour training program. For best results it is designed to be provided in four 1-hour sessions over a 4– 8 week time frame although the option is available for a single or two session course.
Training topics include:
· The psychology of money
· Changing financial behavior
· Understanding your money personality
· Money mindsets
· Wants vs. needs
· Effects of major purchases
· Spending plans
· Banking basics
· Credit
· Avoiding and eliminating debt
· Setting goals
· Risk management (insurance)
· Investment basics
· Retirement
Studies have shown that knowledge is only 20% of the solution. The other 80% is behavior. With 1:1 financial coaching, FinWell Coaching can work with selected employees in the workplace to help them Overcome their financial obstacles that are holding them back from being a Thriving employee.
Typical 1:1 sessions can be scheduled in 15-30
Studies have shown that knowledge is only 20% of the solution. The other 80% is behavior. With 1:1 financial coaching, FinWell Coaching can work with selected employees in the workplace to help them Overcome their financial obstacles that are holding them back from being a Thriving employee.
Typical 1:1 sessions can be scheduled in 15-30 minute blocks over a six month time frame. To increase the success rate, employer sponsored 1:1 coaching is recommended at no cost to the employee.
At FinWell Coaching we provide a valuable benefit to your company and your workforce. We educate your employees on financial matters so that they are not distracted at work and are less stressed. Through our FinWell Foundations Course and personal 1:1 coaching, they will Learn basic financial skills and begin to Overcome the obstacles that have stopped them from Thriving.
FinWell Coaching will provide measurable results via surveys and generic metrics such as increased FinWell score, higher credit scores, and increased Net Worth and savings rates for the 1:1 coaching clients. All client specific information is confidential and will not be shared with the employer.
Workplace Wellness Employee Benefits is a win-win solution. Employees get an appreciated employee that can concentrate on his work duties and the employee gets peace of mind.
FinWell Coaching
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