Does financial planning for your employees affect your bottom line? Incredibly, the answer is yes. Personalized financial planning for your employees matters because employees who become financially positioned to purchase a home are generally more stable and productive. This is because employees who are working toward a goal like home ownership are generally more loyal, making it less likely they’ll go through your training and leave shortly after. There is an invisible link between the financial well-being of the employee and the employer. In supporting one, you support the other. There truly is a symbiotic relationship between the two. Employee benefits [More …]
Alter Your Self Image By Hitting A Financial Milestone
Have you ever felt really proud of helping someone achieve their goal? One of my most fulfilling accomplishments is helping my personal friend save her first $10,000. This may not sound like a huge amount of money for some people, however, the truth is, we all have to start somewhere. But the long term benefit is that you alter your self image by hitting a financial milestone. When my client and I started working together, saving $10,000 was not even in her consciousness. However, as we set the savings plan in place, and gradually increased it as she received raises [More …]
6 Important Questions To Ask Yourself Each Year
It is always a good idea to do a financial check-in every 12 months. Without a financial check-in, we leave ourselves vulnerable to the winds of change, drifting aimlessly away from our financial goals. One small change in our situation can have a drastic long term impact on us. In regards to your employee benefits plan, insurance coverage and financial planning, here are 6 important questions to ask yourself each year. If you answer “YES” to any of these questions, please email us back and let us know. For the first four questions you may also want to let your plan [More …]
