Personal Financial Basics
We provide comprehensive financial education and guidance tailored to every career stage, whether individuals are just starting out or are planning for retirement. Our approach centers around helping employees achieve financial wellness through understanding and utilization of their compensation and benefits.
We assist employees in enhancing their Financial Quotient (FQ), which represents their ability to acquire and manage finances by understanding how money works, asking targeted questions about their financial situation. By gaining a comprehensive understanding of their lives, we create a financial roadmap to help them navigate future challenges and meet their goals.
Components of a Financial Quotient:
Personal Financial Basics
Employee Benefits
Retirement & Life Planning
Investing Fundamentals
Insurance