Conscious Impact Financial Planning

Conscious Impact Financial Planning and the Financial Advocacy Movement have proudly partnered to bring you THRIVE! A financial wellness program for employees. The partnership between an educational non-profit and a fee-only fiduciary investment firm has made way for a financial wellness program that improves company culture while informing the organization of the effectiveness of its sustainable development goals.

 

INTRODUCING THRIVE, AN EMPLOYEE BENEFIT PLAN THAT NOT ONLY PROVIDES A PATH TO FINANCIAL WELLNESS BUT ALSO ASSISTS COMPANIES IN ACHIEVING THEIR SUSTAINABLE DEVELOPMENT GOALS

Conscious Impact Financial Planning and the Financial Advocacy Movement have proudly partnered to bring you THRIVE! A financial wellness program for employees.

The partnership between an educational non-profit and a fee-only fiduciary investment firm has made way for a financial wellness program that improves company culture while informing the organization of the effectiveness of its sustainable development goals.

A FINANCIAL WELLNESS TOOL THAT DRIVES BEHAVIOR
A goal isn’t usually reached by one large leap but by small behaviors and mindfulness of everyday financial decisions. Employees co-create their financial wellness plan with a financial professional and receive continued support to maximize their current and future finances and goals.

EDUCATION THAT INSPIRES—TOOLS THAT EQUIP
Our Financial Wellness Plan is designed to create and maintain engagement, moving participants along a path to financial success. From foundational principles to more advanced activities, participants will learn and take progressive steps toward financial wellness through a customized financial education program, counseling, tools, software, and calculators.

DELIVERING FINANCIAL WELLNESS THAT WORKS

  • Individualized wellness plans that measure o Retirement readiness * Overall financial wellness score * * Employee benefit participation rate * Total/average debt eliminated o Total/average savings added
  • Highly Engaging Content * Engages through on-demand lessons, educational materials, gamification, and coaching * Complete with professional-level financial planning software, tools, and calculators
  • Measurable Results * Non-invasive data tracking and analysis to ensure your employees are improving over time * Benchmarking, goal setting, and unbiased after-action reporting to illustrate company commitment to sustainability
  • Quarterly training on topics such as * Creating a financial plan o Financial wellness o Understanding your 401k and other employee benefits * Financial Decisions after the sudden loss of a loved one

ADDITIONAL SUPPORT
Additional upgrades such as mission-aligned retirement plans, tax preparation, and comprehensive financial planning are also available to customize your benefit plan.

TO LEARN IF THIS SERVICE IS A FIT FOR YOUR EMPLOYEES NEEDS CONTACT:
Meghan Lape, AFC®, CFP®, EA® | Owner
Email: Meghan@cifinancialplanning.com
Phone: 800-979-0058 Financial Wellness Provider