Full Financial Wellness Program
A powerful employee benefit that pays for itself. We provide corporate financial wellness workshops and 1:1 coaching to help your employees manage debt, budget better, and reduce financial stress.
- Quantity
Reduce financial stress. Boost employee retention.
Fred Lundin CPA offers a comprehensive Financial Wellness Program for small to mid-sized businesses that want to offer "big tech" benefits without the massive price tag. Financial stress is the #1 cause of lost productivity in the workplace. When your employees are worried about debt, retirement, or taxes, they aren't focused on their work. We partner with you to provide a structured financial education program that empowers your team to take control of their money.
Unlike a 401(k) provider who just sells investment funds, our program focuses on holistic financial literacy. We offer virtual workshops on budgeting, debt reduction, and tax planning, along with confidential 1:1 financial coaching sessions for your staff. This is a powerful retention tool that shows your employees you care about their total well-being, helping you attract top talent and build a loyal, focused workforce.
