The Reality Is...
People work hard to make the most of their income and create momentum with their money — amidst a lot of financial clutter, and often without the benefit of a clear-cut financial strategy.
So, what if life doesn't go as planned? What if you don't save as much as you thought you would? Or your investments don't produce as you had hoped? Or unexpected losses or expenses pop up (career, education, health, home, car), as they often do?
of Employees say that financial matters cause them the most stress in their lives.
Source: Employee
Financial Wellness Survey,
PWC, 2016
Wealth Steps is a company-sponsored financial wellness program that introduces employees to essential personal finance concepts from a unique balance sheet perspective. It's a learning experience that can have a powerful effect on financial decision-making so participants can achieve a higher degree of control over their lifetime earnings and overall financial picture.
The step-by-step approach of Wealth Steps shows you the simple logic and order of financial decision-making that will guide you toward a solid financial future with clarity, confidence, and stability.
Wealth Steps benefits both company and employee
Wealth Steps
Combine the power of non-traditional thinking
and uncommon knowledge into a seamless,
turnkey solution for Financial Balance®.
Discover, Learn, Take Action.
Wealth Steps is a customizable, turnkey program that offers:
Series of customizable, in-person and/or web-based workshops supported by automated communications.
Content tailored to benefit any group or segment of employees

Participants get access to a secure, private, confidential website and receive a personalized scorecard.
Interactive learning tools, videos, articles, and other valuable resources.

Access to a complimentary, one-on-one consultation with a Wealth Steps professional.
Ability to meet with a financial professional in-person or via the web.
Do you want to learn more
about how to bring Wealth Steps
to your company?