In the simplest of terms, financial wellness is the meaningful approach to the handling and understanding of your money. For some, it means stability. For others, it’s the absence of stress. For many, it seems a distant destination. But in reality, financial wellness has as much to do with having the right state of mind as it does reaching your financial goals. You don’t have to achieve a high income or elite status to benefit from these solutions.
In fact, everyone has the capacity to be financially well, as it can help you:
How It Works for Companies
If financial education isn’t taught in schools, then what other setting provides a captive audience to empower individuals with healthy financial habits? The worksite is our last great hope for correcting the retirement crisis.
When companies make positive fiduciary decisions like automatic enrollment, matches, and other benefit offerings, they are taking a parental role.
Our annual program works to address the financial risks of employees and act as a catalyst for behavior change using our Service Model of Behavior Change & Maintenance. (include image)
How It Works for Participant
When was the last time you talked to your employer about your personal finances? Exactly! Money is usually not a comfortable topic to discuss in the workplace, but your employer still cares about your financial well-being!
So, what do we do to close that gap between your concerns and your company’s resources?
Our goal for participants is simple. We seek to improve financial literacy and retirement preparedness through provided education, consultation, and resources.
Mentoro seeks to spread financial literacy in your workplace by creating custom programs that ease financial stress and equip your employees. With the goal of all achieving financial wellness at our core, all our services are based on four key values, to engage, examine, educate, and empower.
To learn more about how we can help you, contact us online today or call 1 (844) 324-2411.
