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Healthy Employees = Healthy Business

As the national spotlight on mental health continues to shine, the correlation between wellness and productivity is undeniable. Employers are actively searching for ways to facilitate a positive “culture of care” among their employees.  Forward-thinking companies like Google and Microsoft are promoting professional and personal growth by implementing benefit programs that help employees tackle their wellness goals.[1]

More and more, the definition of “Wellness” is expanding to include an individual’s financial health, and the demand for educational programs in this arena is greater than ever.   A recent survey suggests that employees have a strong desire to understand how to make better financial decisions.  25% say they want financial wellness with access to unbiased counselors, and 20% say they need help understanding and using their employer benefitsThey want more than retirement planning – they want holistic guidance and education in budgeting, debt management, education funding, and estate planning.[2]  In addition to Health and Wellness benefits that promote exercise and proper nutrition, Google Inc. now offers financial wellness programs, which give their employees access to professional advisors and financial planning services.

If you own a business and are looking for ways to attract and retain good employees, a well-designed and professionally delivered Financial Wellness Program could be the missing component within your comprehensive benefits package. Healthy and informed employees come to work with the motivation to succeed, which can greatly impact your bottom line.  Sometimes the investment in a new program can seem daunting but having the right partner to deliver that program – makes all the difference.  The positive response and increased productivity from your executives and employees can have a lasting impact on the success and growth of your business.

In working with an experienced financial planning firm, your company can survey the needs of your employees, and build a customized benefit to include financial education, personal assessments, and resources on various financial topics.  A Financial Wellness Program should include Education, Professional Advice, and Custom Solutions to address your employees’ financial concerns.

The Financial Wellness Program provided by the advisors at Planning Solutions Group includes:

  • Upfront Needs Survey
  • Educational Workshops on a variety of financial topics
  • One-on-one Personal Assessments
  • Video conferencing via online meeting formats
  • Quarterly Market Commentary by PSG Certified Financial Analyst
  • Ongoing personal finance articles and resources

To learn more about the benefits of incorporating a Financial Wellness Program in your business, please contact:

Mark Brogley


[2] Employee Financial Wellness Survey, PwC, 2018