Industry Specialists

Our roots date back to 1986 when our CFP® founders helped employee assistance programs incorporate financial wellness. With a benefit this important, it pays to have a partner with experience.

What Makes Us Different

We take a comprehensive approach to financial wellness programs. Where some vendors use technology and others use financial planners, we use both. This allows us to customize your experience and target your specific goals.

Who We Serve

We serve companies that care for the well-being of their employees. Our clients have numerous employee benefits in place and embrace wellness as part of their culture. Above all, our clients understand the direct correlation between employee financial success and employer financial success.

Financial Wellness without a Sales Pitch

We feel financial wellness programs should be about education and behavior change, not a sales pitch. This is why we must charge fees for our services. We are 100% independent and held to the fiduciary standard, putting your needs and employees’ needs first.

Take the First Step

The first step is to do what so many other successful organizations have done before you – make financial wellness a priority and allow us to show you the results.