Employee Financial Wellness
The program is designed to help employers improve employee financial wellness, reduce financial stress, and strengthen workforce stability through flexible workshops, one-on-one coaching, and digital financial wellness tools.
Empower your Employees. Strengthen your workplace. Impact our community.
Employee Financial Wellness
Just for you
myWealthBeing is expanding its financial wellness mission through a business-to-business (B2B) employer services model designed for small and mid-sized businesses with approximately 100 employees or fewer.
We are not selling anything!
We do not sell investment products, insurance, or financial services, allowing us to provide neutral, educational, and employee-centered guidance that builds trust and engagement. myWealthBeing positions itself as an educator, mentor, and coach — not a sales organization.
We are different!
Our approach is intentionally different from traditional financial advisory or corporate wellness providers.
Community Impact
We are a nonprofit organization. Your participation helps subsidize our financial education and one-on-one coaching for underserved individuals, families, resource centers, and nonprofit organizations in our community.
Services Include
- Employee financial wellness portal access
- Financial wellness workshops
- One-on-one coaching
- Budgeting and debt reduction education
- Credit and financial foundation guidance
- Retirement and homeownership education
- English and Spanish delivery
- Virtual or onsite sessions
Employee Financial Wellness Portal
Employees receive access to tools including:
Free Portal Features
- Budget tracking
- Net worth tracking
- Goal manager
- Debt reduction tools
Premium Portal Features
- Life insurance calculators
- Homeownership calculators
- Retirement Projections
Designed for Small & Mid-Sized Businesses
Our employer wellness programs are ideal for businesses with approximately 10–100 employees seeking a practical and relationship-driven approach to employee financial wellness.
FAQs
What is the myWealthBeing Employer Financial Wellness Program?
myWealthBeing provides financial wellness workshops, coaching, and digital tools designed to help employees improve financial confidence and reduce financial stress.
How is myWealthBeing different from other financial wellness providers?
We operate as an educator, mentor, and coach — not a sales organization. We do not sell investment products, insurance, or commission-based services.
What topics can workshops cover?
Topics may include budgeting, debt reduction, credit, investing basics, retirement planning, homeownership, Estate Planning, and more.
Can workshops be customized for our workforce?
Yes. We tailor workshops and programming based on employee demographics, interests, workforce challenges, and employer goals.
Are your services financial advice?
No. Our services are educational and coaching-focused. We do not provide investment management or sell financial products.
Why does myWealthBeing charge for services if it is a nonprofit?
Employer fees help sustain the program while also supporting financial education and coaching services for underserved families and community organizations.
Let’s Build Financial Wellness Together
Whether you are looking to offer a single workshop or create an ongoing employee wellness initiative, myWealthBeing can help design a program that fits your team, budget, and goals.
Contact us today to schedule a discovery conversation and learn more about our employer financial wellness partnerships.