What is Bridge Financial Wellness?
- A personalized financial education benefit for employees.
- A valuable addition to your benefits package.
- A service offered with no out-of-pocket costs to you or your employees.
How do you benefit?
- Employees gain a better appreciation and understanding of the benefits your company provides.
- Potential for improved employee morale & retention.
- Workplace productivity may increase as employees are less distracted by financial concerns.
How does it work?
- Group workshops where we reinforce the value of employees' existing benefits as well as introducing the Bridge Financial Wellness curriculum.
Live Workshops
Live workshops are customized to integrate the value of a company's benefit package while educating employees on holistic financial planning topics.
- These workshops are delivered on location or virtually and are taught by a Bridge Financial Advisor.
- Workshop content is comprehensive and education-based. It is not "salesy" or product-specific.
Individual Meetings
Each employees is offered a complimentary consultation in which we offer:
- A comprehensive financial analysis
An opportunity to discuss and receive guidance from a Financial Advisor