financial planning
worksite financial wellness program
empower your employees' financial dreams
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the costs of employee
financial stress
your employees' guided
path to financial health
all the resources to get financially on track
full access to filling in all the financial gaps
worksite financial
wellness program
intellisteps
empower your employees' financial dreams
the costs of employee financial stress
employees at ALL income levels are stressed
4 out of 5 employees with high financial stress say it distracts them at work. Almost half who are distracted by their finances at work say they spend 3+ working hours each week thinking about or dealing with issues related to their personal finances resulting in...
156 hours/year
distracted from work
$3,922 cost/year/employee
for loss in productivity
19.5 days/year
in lost productivity
how intellicents can help
yes! a financial plan for every employee
Want to know how to engage your participants in a worksite financial planning program that encourages behavior changes around money? With a download of employee census data including age and wage, we can provide participants via email or hardcopy a foundational financial plan and program that includes
all of this
meet intellisteps -
your employees' guided path to financial freedom
how to read your intellisteps
foundational plan
exclusive access to our intellisteps journey resource library where employees can read, watch, and download additional financial educational tools to choose their own path.
choose your own path
the full view
integrated comprehensive financial plan
Our intellisteps plan provides all employees a look at the basics that form their financial health. For those who desire to fill in all the details, full access is always available to an intellicents financial advisor that will work with them to develop an integrated comprehensive financial plan for where they want to go,
and how they're going to get there.
