worksite financial wellness

healthy finances

financial stress

manifests as health risks

financial stress is the #1 cause

of stress-related illnesses:

of employees report

having some degree of

financial stress.

higher healthcare costs in

people who are stressed

about finances.

Conduct a formal workplace financial wellness assessment of your employees, identifyingthe “big issues”. You then set a m easurable goal for your financial wellness program.


A key to personal financial fitness is to first “get all your affairs in order.” Organizing all your assets, liabilities, and important legal documents in one place is mission critical.


This can include an online financial learning center but must also involve targeted messaging, onsite topical workshops and webcasts, and an 800# Financial Hotline staffed by CERTIFIED FINANCIAL PLANNERS™.


This is what workers want, and it is the missing ingredient in most financial wellness plans, and should include an affordable financial plan available to all employees.


Employee utilization, satisfaction, and behavior change, must be monitored annually. The best way to measure an employer’s return-on-investment, however, is to annually benchmark the aggregate retirement readiness rate of its workforce, and the aggregate cost of delayed retirements.



The process is simple.  Once you decide financial wellness is a benefit you want to roll out to your employees, we will develop a timeline...

employee marketing

assessment window

strategic reporting

campaign rollout

annual benchmarking

ongoing support

intellicents provides plan sponsor:

30 day assessment window runs for plan sponsor’s employees:

Initial workforce financial wellness assessment presented to plan sponsor:

Employee education via...

  • marketing plan

  • marketing materials

  • online financial learning center

  • financial helpline

  • weekly emails

  • promotional updates

  • refinement of marketing plan

  • discuss utilization

  • amend assessment window as needed

  • review early results

  • onsite seminars

  • online financial learning center

  • one-on-ones

  • allmymoney® wellness app

  • planning services

Ongoing review of workforce assessment results:

Discuss goals:

  • review results

  • design programs to meet employee needs

  • discuss positive impact

  • marketing campaigns

  • employee education opportunities

  • benchmarking of employee satisfaction, utilization, deferral rates and behavioral change

toll free  800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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