Helping Employees Develop Financial Confidence
To drive growth, employees must be focused, energized, and engaged; yet many come to work each day stressed about personal financial worries. Money woes can affect productivity at work leading to lost revenue to your organization.
WellCents™ is a financial wellness solution that helps employees develop financial confidence and remove barriers that prohibit them from reaching their financial goals.
The program provides:
- Personal financial assessments and planning guidance
- One-on-one consultations with an IMA Wealth advisor focused on establishing a personalized financial plan, including action items, based upon the employee’s unique financial priorities
- Coordinated advice that integrates an employer’s available benefits offerings
- Tailored group education meetings to address the workforce’s specific areas of interest
- Mobile app hub for employees to complete assessments, schedule one-on-one sessions, and follow action plans
- Employer reporting that provides insights into the workforce’s financial challenges and measures overall wellness
WellCents™ program technology is not proprietary to IMA Wealth, Inc. This technology is offered through the RPAG platform. RPAG and IMA Wealth, Inc. are separate, non-affiliated companies. IMA Wealth, Inc. pays RPAG for use of their platform and resources.