Financial Wellness
Serving your employees and growing your team.
Financial Wellness for Businesses and Employees
Strengthening your relationship with your employees is one of the most valuable investments you can make as a business owner. When you offer your team opportunities for career advancement, education, and benefits, they invest in you by staying longer and building a solid foundation in the workplace.
This is why we offer our Fortera Financial Wellness Partnership to any business interested in serving its employees - completely free of charge. As a credit union, serving and educating people is our top priority, so creating a program offering financial literacy classes, counseling, and workshops for employees was an easy choice for us.
Common challenges we can help your employees tackle.
- Credit card debt
- Basic living expenses / Budgeting
- Paying medical expenses
- Paying off student loans
- Trouble saving for retirement
- Saving for children's education
- Supporting elderly parents
Benefits for you
Increasing your employees' Financial Wellness can lead to greater employee satisfaction and higher retention rates. Employees value workplaces that support them holistically, fostering a positive environment and mutually beneficial relationships. A forward-thinking benefit like financial wellness education positions your company as a choice employer.
Does this sound like an excellent fit for your company? We would love to speak with you about a potential partnership. Email our Financial Wellness Director, Peyton Craft, at pcraft@forteracu.com, or call 931.919.9084 to get started.
Why work with us?
Flexibility
Scheduling that works for you and your employees.
Free
Enjoy all the benefits of our Partnership Program with no expense to you.
Enhanced New Hire Experience
Establish new-hire orientations to showcase employee benefit packages, including financial education.
In-Person or Remote
On-site, lunch-and-learn, and virtual training options to fit your business needs.
Continued Support and Resources
Financial Wellness checkups to support employees.
Monthly Email Financial Educational Tips
Co-branding opportunities available.
Financial Tools on Demand
Free worksheets, classes, budgeting tools, etc., available whenever your team needs them.
FAQs
Does it cost money to partner with Fortera in financial wellness?
No, it is completely free. This benefit is available to all local business owners, community groups, and schools.
I work in the school district, do your youth lessons align with Tennessee and/or Kentucky teaching standards?
Our lessons are aligned with both the Kentucky and Tennessee teaching standards. Presentations are tailored to kids of all ages (from elementary to high school). By working with us, you will not lose a day of teaching, but instead you will meet your state's criteria and empower your students to learn more about managing money, a subject that is often overlooked or unaddressed until much later in their education.
Can sessions be offered during working hours?
Yes, we are happy to schedule workshops during working hours. This includes lunch-and-learn sessions and specialty events that may even fall outside a typical work schedule.
How do we measure the impact of the program?
Program impact can be measured through metrics such as attendance, engagement, and feedback surveys.
What level of customization is available in your workshops and courses?
A variety of customization options are available to our business partners. These can include topic selection, session length, format, and workforce-specific considerations. Our Financial Wellness Director will work with you to understand where your employees' financial knowledge stands now and develop a program tailored to their needs.
Are there long-term partnership options?
Of course. Some of our topics are complex and best learned over time with multiple sessions. Based on their needs, employers may choose one-time sessions or ongoing financial wellness programming throughout the year.
What benefits do employees receive?
Employees not only gain access to a tailored financial wellness program built for them, but also to Financial Wellness Powered by Enrich, an online platform filled with free videos, webinars, classes, budgeting tools, calculators, and an extensive educational library. Available 24/7 and completely free.
Will your workshops and classes be sales-focused?
Absolutely not. Our program is education-focused, transparent, and delivered in a judgment-free manner. We may discuss our products and services as examples; however, there is no sales pitch in our lessons.