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 931.431.6800 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.