Employee Financial Wellness Programs That Actually Make an Impact
For Jacksonville businesses with 75 or more employees who are tired of financial stress derailing productivity and morale, "wellness programs" that nobody uses, HR spending hours fielding benefits questions they don't have time to answer, or watching good employees leave for marginal salary increases.
What You're Up Against
70%
of American households are financially unhealthy
91%
of employees are stressed about their finances
49%
of Americans have less than $500 in savings
78%
of employees with high financial stress say it impacts them at work
But here's the thing: Just raising salaries doesn't solve this.
An employee making $50K with poor financial habits will still struggle at $60K, $80K, or even $100K.
Without the proper knowledge, tools, confidence, and discipline to make better decisions, employees will make the same mistakes over and over again. Lifestyle creep gets them into a chokehold.
This is where financial wellness programs create lasting impact.
Unlike most programs, ours actually gets used - because we focus on the real problems your employees face:
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Living paycheck to paycheck
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Crushing credit card and student loan debt
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No emergency savings
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Burdened by low credit scores
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Suffering from past money mistakes
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Not understanding (or not using) their 401k
The NeuroWI$E Approach:
Evidence-Based Financial Wellness
Our programs are built common sense financial education, behavioral economics principles, and the Financial Health Network's four-pillar framework - the same model used by Fortune 500 companies to measure and improve employee financial health.
Unlike generic financial education programs and resources, every workshop includes:
Interactive activities (not just lectures)
Real-world examples relevant to YOUR workforce and pay scales
Action steps employees can implement immediately
Follow-up resources and tools
One-on-one financial coaching for deeper issues
Flexible Programs That Fit Your Budget and Culture
Whether you're just starting to think about financial health and financial wellness or ready to make them a cornerstone of your benefits strategy, we have a program that fits.
All Packages Include:
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Virtual, in-person, or hybrid delivery options
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Regular check-ins with our team
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Engagement tracking and reporting
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Professional flyers and promotional materials for ALL related events
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Custom workshop selection and curriculum based on YOUR employee needs assessment
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Zero products sold to your employees - purely education and guidance
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Quarterly coaching hour rollover (up to one quarter's allocation)
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Flexible payments options to fit your business needs
BASIC
Package
Starting at $5,000/year
Best for: We need to do something about financial wellness but have a limited budget.
Problems this addresses:
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Employees asking HR for financial advice they can't give
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Employees asking for advances or loans
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Employees leaving for moderate raises
What you get:
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4 quarterly 60-minute workshops
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Up to 24 or 36 hours of financial coaching for employees annually
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Quarterly check-ins with your HR, wellness, or benefits team
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One promotional flyer for each event/workshop
Ideal for: companies with up to 150 employees, or looking to test the waters
STANDARD
Package
Starting at $7,500/year
Best for: Our employees need more than just workshops; they need ongoing support.
Problems this addresses:
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Past workshop attendance is good but we're not seeing much behavior change
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Employees have questions after workshops but nowhere to go
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You want data to see results
What you get:
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4 quarterly 60-minute workshops PLUS 2 bonus workshops*
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Up to 48 or 60 hours of financial coaching for employees annually
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Quarterly check-ins with your HR, wellness, or benefits team
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One promotional flyer for each event/workshop
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Optional onsite "coaching day" or benefit/health fair twice a year (counts towards coaching hours)
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Enhanced reporting with trend data
Ideal for: companies with up to 300 employees, wanting to expand their wellness or benefits program, or who are committed to measurable improvement
PREMIUM
Package
Starting at $11,000/year
Best for: Financial wellness and Financial Health are a strategic priority, and we want best-in-class.
Problems this addresses:
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High-value employees are leaving for better 'total-rewards'
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Benefits that differentiate you from your competitors
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Want to be able to say "we invest in our people" with receipts
What you get:
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4 quarterly 60-minute workshops PLUS 4 or 6 bonus workshops*
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Up to 96 or 120 hours of financial coaching for employees annually
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Monthly check-ins with your HR, wellness, or benefits team
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One promotional flyer for each event/workshop
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Optional onsite "coaching day" or benefit/health fair four times a year (counts towards coaching hours)
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Enhanced reporting with trend data
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Monthly newsletter with financial tips
Ideal for: companies with more than 300 employees, or looking to leverage financial wellness as a strategic advantage
*Bonus workshops can be used for additional locations or other employee groups, or if you’d like a bonus workshop during a wellness week, benefit fair, or a themed workshop for the holidays.
Enhance Your Program
Don't see exactly what you're looking for?
Leverage these add-ons so our program meets the needs of ALL of your employees.
Additional Workshops:
Need extra education sessions for multiple locations or different departments, shifts, or employee groups?
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Same day/location: $500/workshop
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Different day/location: $750/workshop
Extended Coaching Hours:
More employees requesting one-on-one support than your package includes?
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$150/hour
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Additional "coaching day" or benefit/health fair: $150/hour (e.g. $1200 for an 8-hour day)
Custom Solutions:
Have unique needs? We can design:
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Industry-specific workshops (healthcare workers, construction, independent contractors, educators)
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New hire financial orientation programs
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Benefits enrollment support
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Shorter length workshops
Questions We Hear from Jacksonville Employers
General
Isn't this just HR's job?
Your HR team is already overwhelmed. They're not financial experts, and employees often won't share financial struggles with their employer anyway. Third-party coaching provides confidential, expert guidance without burdening your staff.
We tried financial wellness before and nobody used it.
Most programs fail because they're generic online modules or one-time seminars with no follow up. Our approach combines practical workshops with on topics employees actually struggle with, plus accessible one-on-one coaching for deeper issues. That's all around support for your employees rather than a tool buried on your internal intranet.
Our employees make good money - do they really need this?
Financial health and wellness is more than just about income. We've worked with companies where employees earning $80K+ still live paycheck to paycheck due to debt, lack of savings, poor credit, and the unexpected changes to today's economy. Income doesn't automatically equal financial stability or financial capability.
Program Value and Approach
What outcomes can we expect from your financial wellness program?
Outcomes are going to vary by organization based on engagement, culture, and more. Generally, if the program is done well, companies can expect about 30% of their employees to make a positive financial change in the first year. This can be as subtle as increasing their 401k contributions all the way up to a full blow financial makeover.
Do you sell financial products or receive commissions?
The short answer is no. We are fee-based, meaning that we are paid for our time and expertise. We do not sell financial products to employees and thus do not earn any commissions.
How is this different from budgeting apps or generic financial literacy tools?
Apps and tools are broad answers to the same problem. They do help some people address their financial challenges. However, they are not built for everyone and often require an existing knowledge base that some of your employees may not have. We provide customized education for your workforce at multiple levels to address varying degrees of knowledge and education. Additionally, we act as guides to help your team navigate their goals, habits, decision-making, and the financial system in general. It's more specialized and caters more to individual experiences than broad, sweeping strokes of a budgeting app or self-guided online education.
Program Details
What services are included in the financial wellness program?
Our program consists of a financial health survey, customized financial curriculum, workshops - delivered onsite, virtually, or hybrid, one-on-one financial coaching, and ongoing metrics and measurement.
Can you support multiple shifts or multiple locations?
Yes, we can support multiple shifts and locations. There are additional charges for multiple workshops on the same day or at different locations.
Pricing and Contracting
How does your pricing work?
We offer corporate packages at various levels for our corporate clients. These packages vary in cost from a number of factors: level of service, employee headcount, number of locations, and more. You can learn more about the various packages above.
Do you require long-term contracts?
We view ourselves as partners with our clients rather than a typical vendor. Our hope is to work with our clients ongoing rather than a year at a time. We do offer contract lengths from one to three years. In our experience, most employers will not see a significant impact until after the second year.
Employees and Engagement
How do you drive employee participation?
These approaches will change based on the company we work with. Employers can take a variety of approaches. The common ones are attaching workshops to other required meetings like safety meetings. We can help with registration, tracking, and automated reminders for workshops and coaching sessions. We've also found that providing workshops and coaching sessions on site help with engagement and participation.
What does implementation look like, and how quickly can we launch?
Implementation can vary based on the company and the time of the year. Typically, we can launch a program within four to six weeks of a signed contract. After the contract is finalized, we meet with your team to begin planning the first quarter of events and discuss the best way to roll things out. Most companies include it in their internal communications like newsletters, intranet and so on.
Do you provide communication materials for employees?
Yes, we can provide key talking points for the launch email and subsequent event emails. We also provide promotional flyers and can assist with registration and tracking attendance if that is desired.
Let's Build Your Program
1
Book a Strategy Call
We'll take 45 minutes to discuss your employee demographics, current benefits gaps, and challenges you're seeing with retention and productivity.
2
Get a Custom Proposal
Based on our conversation, I'll design a program specifically for YOUR organization - workshop topics, coaching hours, and pricing.
3
Program Launch
Many clients dive in right away. We can work with your team to get launched in as quickly as 4-6 weeks after the contract is signed.
Or download our Complete Program Guide to Workplace Financial Wellness Programs first: