The core of the On Track Financial Wellness program is personal coaching. Help your workforce be money smart. With Financial Coaching, they receive individualized attention and analysis.
The Financial Coaching Process:
A confidentiality agreement assures privacy.
Individuals complete a brief pre-coaching form that elicits basic information prior to the session.
The private coaching session concentrates on the employee’s key issue and provides guidance for moving forward.
Discuss and explain other corporate benefits to help employees take better advantage of the programs you provide
Understanding a retirement savings plan, learning more about investing, improving credit, and knowing how to create a basic budget are just some of the outcomes that keep employees On Track!