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Why is the FITness for Life Program Effective?

A 2017 study by PricewaterhouseCoopers, “Employee Financial Wellness Survey,” clearly identified that employees desire one-on-one financial coaching to educate them through tough decisions as they improve their financial habits. Technology and auto feature-based programs are not personalized enough to sustain engagement and motivate employees to improve their financial well-being. Personalized guidance is critical to behavioral change: employees experience improvements, stay motivated and feel supported.

What Are the Goals of a Financial Wellness Program?

   For Individuals
  • Reduced stress
  • Increased personal happiness
  • Increased productivity
  • Focus on lifetime goals
  • Enhanced corporate culture
  • Increased workforce productivity
  • Improved financial performance
  • Improved employee retention
 For Advisors
  • Fiduciary risk reduction
  • Enhanced education services
  • More time to build your business
  • Unbiased investment selections
  For Recordkeepers
  • Improved financial performance
  • Independent investment selection
  • Provides 3(38) protection
  • Access to data tracking and analytics
Financial FITness for Life has developed a proprietary methodology for companies to quantify the impact of financial stress on their organization. With reasonable assumptions about stress and its impact on productivity, a company with 500 employees can experience a $3-5 million productivity “cost” per year. If this same company were to implement a Financial FITness for Life program that alleviated stress by just 30%, they could improve productivity by $900,000-$1.5 million annually. Use our Productivity Calculator to estimate the benefits your company can enjoy.

Case Studies