THE SOLUTION Financial Elements is an employee engagement solution powered by people and amplified by technology. We believe in breaking down complicated financial concepts into elements to increase financial literacy and reduce employee financial stress. Learn More Financial wellness is holistic and defined by health not wealth The Method Through our dedicated method and periodic check-ins, mentors will bond with employees and create a financial plan change behaviors to reach the desired outcome. Learn More The Human Element Our mentors are financial professionals with innovative ideas for assisting employees in easing financial anxiety and ultimately planning for a secure retirement. Learn More The Research Our online assessment takes employees through a series of questions to help identify opportunities and prioritize the elements that need to be addressed. Learn More WHAT IS A MENTOR Our mentors are financial professionals with innovative ideas for assisting employees in easing financial anxiety and ultimately planning for a secure retirement. Learn More ELEMENTS Budgeting Let’s identify and correct a primary cause of financial anxiety – overspending. Investment Counseling Education and guidance are critical elements in successful investment decisions. Emergency Funds Together we can improve an employee’s ability to react to the unexpected. Debt Counseling Easing employees’ debt load may help them start to save for retirement earlier. Retirement Planning We talk about starting early – remaining committed – getting the employer match. College Savings We help plan because college costs will almost certainly continue to rise. Asset Allocation We will help employees get their investment mix in line with their long-term strategy. Benefits Planning We organize benefits to help provide a safety net for today and security for the future.