Today. Tomorrow. Together
Who We Are
Dan Lamego
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Contact Information
Biography
Joe Hughes
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Contact Information
Biography
How to Build Financial Confidence
Education is at the core of financial confidence. We offer workshops of relevance to people of all ages and at all life and career stages. We work with you to select a customized combination of workshops that are suited to the needs of your business and its associates or your affinity groups. We share our experience and offer guidance in a complimentary consultation that can answer questions, bring clarity about options, and help connect the relationship between financial confidence and financial wellness.
There is a connection between being financially confident and financially well. Our approach focuses on educating and guiding your employees on their path to financial wellness.
We make it EASY!
Employers care about the financial well-being of their associates and want to help. Yet, finding the resources to do so can be a challenge.
That’s why one of our key design principles is making it EASY, with:
A dedicated account executive
A coordinated and experienced team
Simple execution and implementation
Clear next steps that make it easy to engage and take action
1-on-1 Financial Planning
Collect and scan any important documents you want stored in your online Vault
Assist you with the initial setup of your account connections
Guide you in navigating your customized website
Contact you regularly to update your website information
Troubleshoot account connection discrepancies or issues
Be your single point-of contact for all website inquiries
