Financial Wellness

Oswald Financial, through our partnerships with Financial Finesse, the leading provider of unbiased, turn-key and holistic financial wellness program in the US, offers an innovative, cost-effective way for plan sponsors to differentiate themselves as they meet the needs of participants and achieve better outcomes. Our financial wellness program offerings drive employees’ behavioral change and address all participants’ financial issues in order to increase their financial health and provide them with the tools and resources they need to become financially secure. The programs we offer drive business impact and provide the same level of attention and service that historically was only available to very large companies.

Just some of the components of our financial wellness offerings include:

 

Online Financial Learning Center

Through an award-winning, patent pending platform, employees receive a personalized Financial Wellness Assessment that identifies their most significant financial vulnerabilities and provides a personalized plan with steps they can implement immediately.

Online Employee Financial Wellness Assessment

Employees will have access to a personalized Financial Wellness Assessment to gauge their overall financial wellness and identify their key financial vulnerabilities. They will also be able to design and implement a customized, step-by-step action plan aimed at improving their personal financial situation.

Workforce Financial Assessment

A comprehensive report that empowers organizations with valuable data around their employees’ financial vulnerabilities and strengths, so they can design a highly effective program that addresses their most pressing financial issues.

Financial Helpline

As an option, plan sponsors can engage 15 CERTIFIED FINANCIAL PLANNER™ professionals to provide employees with ongoing financial coaching and guidance, allowing them to work with their own financial advisor at their own convenience, whenever they need expert guidance and support.

Workshop Content

Content and materials to deliver on-site events should a plan sponsor request this approach.

 

 

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We are also proud to partner with wfslogo to offer a guidance-based beginning-to-end retirement solution that creates confidence in your employees’ financial life (retirement, income planning, budgeting and day-to-day money management) and supports employees.

The program can be applied to each stage of your employees’ careers, whether they are:

  • Joining the plan for the first time
  • Accumulating assets
  • Seeking help with career transition
  • In retirement

 

If you would like more information on customizing a program to reach your company’s financial wellness goals, please don’t hesitate to contact us!