THE SOLUTION

Financial Elements is an employee wellness 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.

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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.

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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.

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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.

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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.

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 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.