Empower your people to improve their finances.
Traditional benefits do not adequately address the financial challenges that your employees face. Progress Wealth Management provides personalized financial planning, coaching, and education that actually makes a difference.
Financial wellness is a win-win for your business.
Through our employer program, you and your employees will realize the following key benefits:
Providing financial wellness shows you care about your people. 75% of people would consider a job change for these benefits.
Enhance benefit adoption
Progress Wealth Management incorporates your other benefits so your employees can take full advantage of all that you have to offer.
Decrease financial stress
More than 80% of people report feeling better about their finances after just one year of financial planning and coaching.
Finances are distracting your employees, leading to less productivity and greater stress. Progress Wealth Management can make a real difference.
Financially stressed employees are more likely to look for new jobs. Financial wellness can increase workplace engagement by 15%.
The average employee misses 3-4 more work days per year when they are financially stressed.
A modern financial wellness benefit.
Progress Wealth Management works with employers to provide a financial wellness benefit that actually makes a difference in their employees’ lives. With Progress Wealth Management, employees and employers get access to the following:
Holistic financial plan and report card
Provide employees with a personal financial plan and report card that gives insight and direction into their financial future.
Live financial coaches
Received individualized support through live chat or personalized coaching through 1-on-1 calls with our in-house financial coaches.
Literacy courses and tools
Help employees improve their financial literacy with engaging lessons and other effective tools like quizzes and calculators.
Aggregate employee metrics
You will get access to aggregate data and reporting to help you optimize benefits, target your efforts, track progress, and much more.
Financial wellness solutions to meet your needs
Progress Wealth Pro is our most popular offering. Our consultants can help you explore alternatives or create a custom solution. The pricing below represents typical pricing ranges for companies with less than 1,000 employees. Your pricing may vary depending on company size and terms.
Progress Wealth Pro
$10 – $15 per month, per Employee
For forward-thinking organizations who want to make a greater difference with live financial coaching and planning.
Your price will be built more based on your specific set of needs
If you need a voluntary benefit, premium offering, enterprise solutions, or other customizations, we can help.