Financial Planning Service Processes

Even with an average to above-average salary, employees often do not feel they can afford to hire a financial planner to map out their financial goals and pathways. Providing a financial planning program as a voluntary benefit for employees can be a valuable way to attract and retain them for years to come.

The types of planning service benefits offered to employees revolve around defining and addressing their financial goals and objectives. Services can include:

  • Rates and selection of 401(K) programs
  • Debt elimination plans
  • Estate planning that includes a discussion of home, auto and life insurance
  • Tax planning strategies regarding kids’ college and employee retirement goals
  • Emergency savings development
  • How to leverage currently offered benefits and compensation packages
  • Building wealth
  • Retirement planning

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