Dan Lamego
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Joe Hughes
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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 like you care about the financial well-being of their associates and want to help.
1-on-1 Financial Planning
As part of our financial services support, we will collaborate with you in the following ways:
Collecting and scanning any important documents you want stored in your online Vault
Assist youing with the initial setup of your account connections
Guidinge you toin navigateing your customized website
Contacting you regularly to update your website information
Troubleshooting account connection discrepancies or issues
Serve as/Be your single point of point-of contact for all website inquiries