We partner with values-aligned organizations that desire to holistically care for their employees, want to provide additional wealth-building benefits for their staff, and seek to align their 401(k) plan investments with their organizational missions.
- We will assist your organization in selecting aligned and appropriate 401(k) plan investment options.
- Our firm will provide quarterly financial education workshops to increase overall financial knowledge and comfort for all staff. These will include recordings and educational slide decks.
- We provide complimentary 30-minute consultations with a CFPⓇ professional to all employees.
- We will also provide customized, 1-1 financial plans via our "Financially Lit in a Day" process.
- We assist each participant with setting up their 401(k) plans via your organization's 401(k) option.