Personal Financial Advisors for your Employees.
Each employee will get matched with a trusted advisor who understands their needs. Employees can identify their financial goals, and Moneywell will connect them with a suitable advisor who shares relevant experiences to meet their requirements via text, phone call, or video.
Our Financial Advisors provide tailored guidance based on your needs:
– Retirement Advice (Saving toward goals)
– Educational Planning (529 Plans)
– Tax Implications and Strategy
– Debt Management (Student loans, private loans, credit cards)
– Marriage, Family, and Divorce
– Estate Planning (Will, Trust, and Directives)
We have partnered with Forthright Partners to offer you the best financial benefits.
Give your employees the sense of security they need when it comes to money, increase their happiness in the workplace, get better results, and grow your team while accomplishing company goals.
86% of Employees say they need help with financial planning and retirement
73% of Employees rank finances as the number 1 stress in their lives
68% of Employees would rather have financial wellness benefits than an extra week of PTO.
36% of Employees miss work due to financial problems but still get paid by their employer
