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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 semiannual budget planning meetings. Employer Financial Wellness Program services are billed in arrears as follows: - 1-25 employees $150 per month - 26-50 employees $250 per month - 51-75 employees $400 per month - 76-100 employees $500 per month - 100+ employees fee is negotiable


Contact Details

7273044559

Ricardo@insightfamilyfinancial.com

Dunedin, FL, USA


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