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Employer Financial Wellness Program

  • 2 hr
  • Number of Staff
  • Zoom or In-person

Service Description

Ongoing Employer Financial Wellness Program provides each employee with a cash flow analysis, debt management strategy, goal setting and prioritization, and credit score building plan. Also included are monthly monitoring meetings with each client via phone call, email, zoom or text messaging as well as semi annual budget planning meetings. Employer Financial Wellness Program services are billed on a monthly basis in arrears as follows: · 5-25 employees $100 per month · 26-50 employee $200 per month


Contact Details

7273044559

Ricardo@insightfamilyfinancial.com

Dunedin, FL, USA


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