Bringing together every employee's total financial picture

Financial Mosaic is designed to provide everything an employee needs to get and stay on a path of financial success

  • Comprehensive Planning

    Detailed financial plan for your household encompassing all of your financial information and circumstances.

  • Risk Profiling

    Determine your personal risk tolerance compared to the risk profile of your investments.

  • Investment Advice

    Specific advice, actionable by you, that is tailored to your goals and personal risk profile.

  • Education and Year-Round Support

    Ongoing education for all knowledge levels and access to year-round support for Q&A and more.

For Employers

Most employees are stressed about their finances. Most cannot afford to get unbiased quality help and advice. We will deliver!

Company Benefits of Financial Mosaic

  • Your employees know you care
  • Greater employee productivity
  • Improved recruitment
  • Increased employee retention
  • Decreased absenteesim

What options do your employees have for financial planning and invesment advice?

  • A. Pay $2,000 - $5,000 for non-biased, comprehensive advice and planning. Simply too expensive for most people.
  • A. Get it "free" from a high-commissioned sales person (life insurance, etc.) that is biased toward their product. Advice that is designed to sell a product is not best.
  • Financial Mosaic! Delivering non-biased, comprehensive advice, planning, and much more!

Services Provided

The following will be made available to every employee and, if applicable, their spouse or partner:

All employees will receive email education content and access to periodic webinars.

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For Employees

Every employee has access to personal comprehensive financial planning and tailored investment advice.

Cost Free, Confidential, and Easy

Big Value to You

Similar plans and services cost $2,000 - $5,000.

100% confidential

We are required by federal regulation to keep your information and our conversations 100% confidential. Nothing is shared with your employer. If you leave your employer, you take your plan and everything with you.

Comprehensive

Our planning process takes into consideration every aspect of your personal finances, and your spouse's (if applicable), such as your income, expenses, all investments, insurance coverage, and more.

Unbiased Advice

We are not selling financial products. We are paid by your employer to provide you with unbiased advice.

Your Data is Secure

We do not sell your information or put you on any marketing lists.

It’s Easy

We do it for you and guide you through 100% of the process.

What You Get

  • Comprehensive Financial Plan
  • Personal Risk Score
  • Analysis of Current Investments
  • Tailored Investment Advice
  • Access to Financial Tools
  • Video Summary of Your Plan
  • Customized Web Portal
  • Complete Review and Update Annually
  • Action Items and Resources
  • Ongoing Education

Answers to all of your money questions

  • Q. When will I be able to retire?
  • Q. How much do I need to save to reach retirement?
  • Q. How much emergency savings should I have and how do I save for this?
  • Q. How should I invest my 401(k) account?
  • Q. How do I best save for my children's college?
  • Q. What is my Risk Score and what does it mean?
  • Q. Is the risk of my investments appropriate for me?
  • Q. When should I and how do I invest outside of my 401(k)?
  • Q. Do I need (more) life insurance or do I have too much?

What questions do you have for us to answer?

How does it work?

  • Information Gathering Call

    this can be done during work hours and typically takes 15 - 45 minutes depending on your circumstances.

  • We Build Your Plan

    we will build your personal plan and may have follow-up questions and requests for additional information as we do so.

  • Present Your Plan

    we prepare a custom video summary of your plan along with multiple comprehensive reports all available via our Dashboard.
  • Implementation

    we will provide key Action Items and tools for implementation.

  • Year-Round Resource

    you can reach out to us anytime with all of your financial questions.

  • Annual Review

    we will do a full annual review of your plan and investments, make changes, check progress, and more.

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.