Give your employees the tools they need take control of their financial future.
We’ll meet 1:1 with your employees to take stock of their financial life and help them prepare for the future.
Educate and empower your workforce with our in-depth financial presentations.
Empower your employees to make better financial decisions.
Personal finances are the biggest source of stress for employees. Alleviate that stress with all the advice and tools your people need to take control of their finances.
A benefit your employees will love.
A personalized financial plan to help them build wealth
1:1 meetings with an FMI certified financial planner
Financial tools to easily apply our recommendations
Answers to all of their financial questions
Results you’ll love.
Acquire and retain top talent with a sought-after financial wellness benefit package
Boost employee engagement and satisfaction
Increase productivity due to a decrease in stress
Improve your bottom line
DID YOU KNOW...
Employees with good financial health are 2x more likely to report having good mental health than those with poor financial health.
Increased financial education at work can help your employees understand how the rest of your benefits package supports their financial goals.
of employees say finances are their #1 cause of stress
of employees would switch to a company that cares more about their financial well-being
per employee lost in productivity through distraction and absenteeism
of employees say that their financial stress has risen over last 12 months
* Statistics are pre-COVID-19.
What you get
FMI Certified Advisor
FMI is here to discuss any questions your employees have about their financial life — like getting married, budgeting, investing, college planning, or saving for retirement.
As a Fiduciary, FMI is legally required to always put your employees' best interests first. We don’t sell financial products. We empower your people.
A True Partner
We work with you to develop the best financial wellness program for your employees — and you only pay for the ser- vices you know they will use.