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Flat Fee Financial Wellness Programs to Help Your Small Business Succeed

Reduce Financial Stress • Improve Employee Engagement • Grow Your Company


Schedule Your Demo

Grow your company by letting us reduce your employees’ financial stress.

Your Financial Wellness Program powered by Envisage Financial helps to:

  • Reduce Financial Stress
  • Reduce Employee Turnover
  • Reduce Healthcare Costs
  • Improve Employee Engagement
  • Improve Employee Benefits
  • Improve Company Loyalty
  • Grow Your Company
  • And So Much More!

Schedule Your Demo

Have a question? Contact us.

3 Easy Steps to Get Started


1

SCHEDULE YOUR DEMO

Demo your Financial Wellness Program powered by Envisage Financial and have your questions answered.

2

Let Your Employees Know

Share the information you receive regarding your new company sponsored benefit with your employees.

3

Attend YOUR LAUNCH MEETING

Attend your Launch Meeting with your employees and we will be there to take care of everything.

Schedule Your Demo

We keep it Simple. We keep it Flexible. We keep You in Control.

All your employees will be offered the opportunity to work one-on-one with a CERTIFIED FINANCIAL PLANNER™ Professional and receive ongoing unbiased financial planning advice that is:


HOLISTIC


PERSONALIZED


MEASURABLE


Schedule Your Demo

Have a question? Contact us.

You don’t build a business — you build people — and then people build the business.Zig Ziglar

Schedule Your Demo

Pricing that is Transparent, Straightforward, and Scalable.

No setup or cancellation fees. Only pay a flat fee based on company headcount.

What Your Company Pays


Number of EmployeesMonthly Fee
2-15$495
16-30$525
31-50$675
51-75$900
76-100$1,050
100+$1,500+

What Your Employees Receive Help With


  • Employee Benefits
  • Financial Goal Setting
  • Spending and Saving
  • Debt Management
  • Risk Management
  • Estate Planning
  • Tax Planning
  • Education Planning
  • Investments
  • Retirement...and more!

Schedule Your Demo

Have a question? Contact us.