Financial Wellness at Work

Help your employees better understand their finances.

FOR EMPLOYERS

 

Narrow Path Financial offers a financial wellness program designed to help your employees take control of their personal finances.  Your employees will gain a better appreciation for their benefits packages. You, their employer, will gain more productive employees. This program meets federal ERISA requirements, which set minimum standards for most voluntarily established pension and health plans in private industry to provide protection for individuals in these plans. This program is offered at our $300 hourly rate. Read more about ERISA HERE.

WHAT YOU GET

 

We help your employees to manage their financial decisions and challenges by offering the following solutions:

  • Paying off debt
  • Establishing an emergency fund
  • Saving for retirement
  • Saving for college or taking advantage of employer-provided assistance
  • Purchasing a home
  • Purchasing rental or vacation properties
  • Methods of investing
  • Taxes
  • Preparing legal documents (wills, trusts, medical POA)
  • Understanding health care, health insurance and HSAs