Pricing – Corporate Financial Wellness

It’s well known that financial stress is the number one reason people look for a new job.

Hire Progress Wealth Management on as your corporate financial wellness provider and in doing so, provide every employee with a financial plan to help bring organization and peace to their financial lives.

Every employee gets unlimited calls with their planner where they’ll receive a financial plan, budgeting, and low cost investment management so they know they’re on track.

Want to learn more about how we can help your employees? Click here.

Corporate Financial Wellness to meet your Company’s Needs

Progress Plus and Pro are our most popular offerings, but our consultants can help you create a custom solution. The sample pricing below represents typical pricing for a company with 250 employees. Your pricing may vary depending on company size and terms.

Progress Plus

TECHNOLOGY-FIRST

$8 Per Employee Per Month

For organizations who want to provide their employees the benefits of financial planning through a digital experience + Webinars to get your Employees Engaged.
In addition, your employees would also have access to low 401k Investment Management and a vetted financial planner.

$8 Per Month Per Employee With a Minimum Fee of $3,600 Per Year

Progress Pro

FULL-FEATURED COACHING

$12 Per Employee Per Month

For forward-thinking organizations who want to make a greater difference with live financial coaching and planning.
We offer webinars, in-person live events, 401k Management, a staff of 37 financial coaches and an AI driven financial planning platform.

$12 Per Month Per Employee With a Minimum Fee of $5,000 Per Year

Custom

Make Financial Planning a Priority for your organization

If you need a voluntary benefit, premium offering, enterprise solutions, or other customizations, we can help.