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Financial Wellness

Financial health is a major component of employee wellness.

Financial Wellness for Businesses and Employees

A financially secure team is a productive team. Partner with Fortera's Financial Wellness Program to provide your employees with the tools they need to thrive. From budgeting workshops to personalized financial coaching, we provide resources that reduce stress, boost morale and foster loyalty.

Financial Wellness is a universal benefit that all your employees can use.

Fortera creates a program that is specific to your business and your employees. Our staff will work with you to find the best approach for your particular employees. Some of the most common financial challenges affecting employees are:

  • 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 your organization
Employees with less financial stress are more focused and engaged in their work, making them more productive. Financial Wellness programs can also lead to increased employee satisfaction and higher retention rates. Employees value a workplace that supports them holistically, fostering a more positive and collaborative environment. A forward-thinking benefit like financial wellness positions your company as an employer of choice.

Let’s work together to make it happen for your organization. Email pcraft@forteracu.com or call 931.431.6800 to get started.

70%

Seven in ten employees feel financial wellness programs helped reduce stress and increase loyalty to their employer.*

*according to a 2019 John Hancock report

Helpful Resources