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EMPLOYEES WILL THANK YOU


Employers consistently tell us that they receive thanks from their employees more than any other benefit they provide. We tackle the issue of employee stress due to lack of planning head-on while making it affordable and
profitable for the employer. Let us help you identify options available to you for strengthening your financial wellness offering

 

 

In addition to the personalized experience employees are provided the employers we serve also receive:

  • Communications package

    We will build customized collateral with your companies brand guidelines, and develop a communication schedule incorporating email, group sessions, and existing HR initiatives to drive financial wellness.

  • Benefits review

    We will work with your benefits team to put together a training guide for the financial professionals that will be interacting with your employees.

  • Financial Wellness Initial Assessment

    Allow us to review your existing financial wellness offering and create a report identifying opportunities to further
    strengthen your benefits package.

  • Analytics suite

    Utilization, employee stress, employee feedback, advisor ratings, and communication reporting are just several of the tools we have for tracking program success.

  • Group Workshops

    Let us host a fun and interactive personal finance workshops at your workplace engage your employees and drive
    increased employee financial literacy within your organization.

  • Personal Finance Materials

    We can provide timely newsletters, one pagers, and online presentations related to personal finance available to keep
    your employees informed on topics related to their finances.

  • Benefit Enhancement

    Our financial professionals will study your benefits to let your employees know what they have available to them. We
    can help to reduce Human Resources burden by becoming experts in explaining your benefits package.

Frequently Asked Questions

In many cases our program can be offered to your employees at little to no out of pocket cost to your company. Our proprietary pricing model is designed to make financial wellness a reality for your employees. Request a proposal today and allow us to identify the various ways our service can be paid for.

Planning Grounds™ is designed to help facilitate existing employee benefits. Our professionals will compliment your existing benefits offering by learning what is available, and encouraging employees to utilize those offerings to better their financial lives.

Measuring the impact of any wellness program can be a challenge. Planning Grounds has the ability to deliver analytics reports on a qualitative, and quantitative level to identify the value our financial wellness offering brings to your employees. Utilization, employee stress, advisor ratings, and communication initiative reporting are just several of the tools we have for reporting

Adding a new benefit does not have to be stressful! We follow a defined process to make adding Financial Wellness to your benefit’s package easy. Here is an overview of what to expect:

1. Proposal Development – receive a custom proposal specific to your firms needs

2. Agreement Execution – execute agreement and identify best way to pay for service

3. Communication Roadmap – We will build customized collateral with your firms brand guidelines, and develop a communication schedule incorporating email, group sessions, existing HR initiatives to drive utilization

4. Ongoing Service – This is where the rubber meets the road. Our financial professionals will be available immediately after contract execution to begin serving your employees.

5. Program Evaluation – We will define a service schedule to periodically review our benefit and identify further opportunities to serve your employees financial wellness needs when appropriate.

Request Proposal