Financial Wellness
What is financial wellness?
Financial Wellness is about more than just money. It's about feeling confident, in control, and empowered to make the best decisions for you and your family. At Christensen Group, we know the road to financial wellness is a long one. That's why we've created an end-to-end program to help you and your employees get there, step by step.
By the numbers
Say they want help with their
financial decision-making
Say their financial stress has increased since the start of the pandemic
Find it difficult to meet household
expenses on time each month
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Why do you need a financial wellness advisor? Because financial wellness is a priority for employers and employees.
Financial wellness isn't just a state of being—it's a long-term investment in your people and your company. When you have a professional consultant who can provide the tools and resources necessary to help you and your employees achieve financial wellbeing, you can get back to focusing on what matters most—the work.
Who should get a financial wellness advisor?
Companies looking to enhance their existing benefits package
Companies looking to invest in more productive employees, both personally and professionally
Companies that want to provide access to cost-efficient, holistic financial coaching
Companies seeking to improve financial literacy in their workforce through ongoing education
Companies that want to reduce financial stress for their employees
Companies that want to form a deeper understanding of their workforce's financial priorities and track progress year-over-year
How we approach financial wellness.
Assessment
Our end-to-end program begins with a 5-minute financial wellness assessment to establish a baseline for your current financial state.
Education
Your program will provide coordinated advice that integrates with your existing benefits package. This may include monthly webinars hosted by Christensen Group and other ongoing education to promote financial literacy.
Planning
Your personal advisor will configure content for one-on-one consultations and group sessions based on your financial wellness assessments and top fiscal priorities.
Insights
Our employer reporting package provides insights into your workforce's financial challenges and measures improvements year-over-year.
Connection
We will set up a mobile app and customized micro-site to provide a convenient hub for your employees to complete assessments, schedule one-on-one meetings, and update their action plans.
Investment advisory services provided through Christensen Group Financial, LLC, a registered investment adviser with the SEC and a wholly owned subsidiary of Christensen Group Inc.
Speak with a retirement plan solutions expert.
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