Bringing together every employee's total financial picture

We understand that every employee’s situation is unique, and each person has different needs when it comes to managing their finances. Our goal is to help employees make good decisions about their money so they can live healthier, happier lives, and you, as an employer, can make this happen! Financial Mosaic is designed to provide everything an employee needs to get and stay on a path of financial success. Here’s how:

Comprehensive Financial planning for employees

Comprehensive Financial planning for employees

A question every employer has is How can I help my employees become more focused, driven and productive both inside and outside of the workplace?

Financial planning for employees gives them a roadmap to help them achieve their financial goals. It’s a personalized, holistic approach to finance, and it's one of the most important things they can do for themselves and their families.

A detailed and comprehensive household plan is essential because every person's situation is different. As such, we gather information from each employee about their current financial circumstances and with that we can create an individualized plan based on their own unique needs.

We believe that everyone deserves to know exactly where they stand when it comes to their overall finances and future plans. Our goal is to give everyone access to this information in an easy-to-understand way so that people will be able to make better decisions about their finances along the way!

Take action now
Ongoing Financial Education for Employees

Ongoing Financial Education for Employees

Financial education for employees is an important component of a financial wellness program. We know that employees can benefit from financial advice and education, and we believe that a well-rounded employee on the path to financial wellness is often more engaged in their work, better able to make wise spending decisions, and feels confident about their finances.

Financial Mosaic helps companies of all sizes by providing ongoing education for their employees. Through our blogs, live online workshops, as well as periodic events, we cover the most recent strategies, techniques, and trends in managing money and investing.

How to help employees become financially savvy
Personal and Investment Risk Profiling

Personal and Investment Risk Profiling

We’re here to help your employees make the most of their financial assets. That means helping them determine their personal risk tolerance compared to their investment risk profile.

Risk profiling provides valuable insights into where an employee's money might be going if they don't have a plan in place, or if they are not fully aware of what kind of investment would be best for them.

Want to learn more about our risk profiling services?

Find out more
Financial and Investment Advice

Financial and Investment Advice

Whether you're a small startup or a large corporation, we can provide financial and investment advisory services to your employees. Our purpose is to help people be more productive and financially secure in their lives.

Our goal is to provide specific, actionable advice that is tailored to your employee's goals and personal risk profile. We do this by building a relationship with each employee and working with them to help them make informed decisions about their money.

Help employees start their investment journey

How Financial Mosaic Benefits Employers

Did you know that high financial stress increases the rate of severe depression by nearly 6 times? If your employees are struggling with their personal finances, it can have an impact on the company's bottom line.* Our employer financial wellness program aims to solve this and help companies increase employee retention and engagement levels. This is because employees feel more valued when they are given access to tools that let them make better decisions about their savings and retirement plans.

Employees who feel like they have control over their finances are more likely to be engaged, productive, and on task with work-related tasks. Financial wellness programs also improve recruitment as well as employee retention rates. In fact, 60% of employees say they would stay at a company offering a financial wellness program.

*View Source

How to better your bottom line

How Financial Mosaic Benefits Employees

Financial planning for employees helps them make more informed decisions about their finances, which in turn can lead to greater savings and less debt. It also allows them the freedom to achieve their financial goals faster than they would without a plan in place.

Financial planning goes beyond making smart spending choices; it also helps identify areas where employees are at risk of falling into financial trouble before it happens—and how best to avoid those situations altogether!

We're here to help! Want to learn more about our benefits to employees.

All you need to know
Case Studies
Steve and Kathy

Steve and his wife Kathy are both newer executives at growing companies with good incomes with a growing family.

Julie and Son

Julie is a single mom with a 3 year-old son juggling multiple demands and priorities on her resources.

Tom's New Career

Tom recently started his first job and looking to get on the right financial path.

Business Owner

Nathan has owned a business for many years and is nearing retirement.