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
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
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
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
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